Policy Change Form

Use this form to:

  • Add an additional insured
  • Add or update premium-bearing or non-premium-bearing endorsements
  • Request the cancellation of a policy.

Agents: If you have Dashboard login access, please log in to make your policy change requests there for faster resolution.

Policyholders: Please scroll down and complete the form below.

COI: Please use our COI Generator

We must have the Agent of Record or Agency Owner’s email to proceed. For help, please connect with us by using the chat feature in the bottom right of this page.

Agents & Brokers

Let's Work Together

Small Businesses

Policyholder Help Center

At Coterie, we are putting relationships at the forefront of small business insurance.

If you have any questions, Contact Us Today!