Policy Change Request - Coterie Insurance

Requests will be processed in 2-3 business days.

Change Type Examples:

Update Policy Information: (Business name, business or mailing address, email, primary contact)

Add Additional Insured (Extend coverage to a contactor or other party)

Add Endorsement (BPP/ Building limits, Packages..)

Relationship to the Policy. Are you the Policyholder or Agent?(Required)

Sorry, at this this time we are not able to process requests by a third party. Please reach out to the Policyholder or their Agent.

Sorry, you do not have authority to request change, Please reach out to the Policyholder or their Agent.

Your Email(Required)

If we can not validate your email in our system an email to validate your request will be sent to email address we have on file for policy number.

Policy Number(Required)

Policy Number should be in this format ABC-12345678-00, including dashes. A delay in processing may occur if policy number is not entered correctly.

What type of Policy Change or Update do you need to request?(Required)

Click here to request a policy cancellation or request not to renew your policy at the expiration date.

If you have a Blanket Additional Insured Endorsement you may be able update yourself via our COI generator.

Example of Blanket AI on COI

Example of Blanket AI in Policy Package:

Tools are not included in Business Personal Property Limit. If you are a contractor and would like additional information on what is covered please Click Here

Click Here if you need more information on Enhanced Packages. A PDF will popup in a new window.

Managers or Lessors of Premises

Lessor of Leased Equipment

Owners, Lessees or Contractors

Vendors

Designated Person or Organization

State or Governmental Agency

Co-Owner of Insured Premises

Grantor of Franchise

Engineers, Architects or Surveyors

Controlling Interest

Loan Number (if applicable)

Building Limit Amount (Max $1,000,000)(Required)

Please enter a number less than or equal to 1000000.

Business Personal Property Limit (Max $500,000) – The total dollar amount your policy will cover in regards to Business Personal Property(Required)

Please enter a number less than or equal to 1000000.

Property Deductible Limit (Minimum (Min $500/ Max $10,000) *Note – FL requires a minimum of $1,000(Required)

General Liability Limit (Max $1,000,000 / $2,000,000)(Required)

Please enter the total dollar amount for liquor sales:(Required)

Since your Liquor sales are more than 50% of your annual sales, this request can not be processed.

Hidden

Final Questions

You can now generate certificates of insurance on your own, addition the additional insured. Click here to go there now!

Name of Person/Entity to be Added(Required)

Loss Payee (Bank/ Lienholder's) Name(Required)

Vendors – What products will be sold?(Required)

Description of Leased Equipment(Required)

If have more than one item to add, list all in this section with Description and Value of Leased Equipment

Value of Leased Equipment(Required)

Total of All listed in Description field if more than one item.

Loss Payable Clause – Description of the Property(Required)

Description of Operations

Email address to send documents to(Required)

Is this the new mailling address as well?(Required)

Current Business Name – Name that needs to be updated(Required)

Business Name Change – Desired name listed on policy NOTE: the exact business name including the DBA must be provided(Required)

Name of Current Primary Contact – Name to be changed(Required)

Name of New Primary Contact – Desired name listed on policy(Required)

New Primary Contacts Relationship to Business(Required)

Current Policy Holder Email Address on Policy Note: Must match policy holder email currently on policy.(Required)

New Policy Holder Email Address Note: This is new policy holder email to update on policy(Required)

What kind of policy is this name change for?(Required)

What is reason for Business Address Change?(Required)

New Phone Number Policy Holder(Required)

Current Phone Number(Required)

Should this change apply to:

Additional Information (Optional)

Do you have any files to attached? (optional)

Sample Certification Additional requirements for the AI Other : Specify attachment type

Drop files here or

Max. file size: 50 MB, Max. files: 4.

The change requires a new insurance policy by law.

Click here to request a policy cancellation

Click here to request a policy cancellation

Please reach out to your agent, or email us at support@coterieinsurance.com

Please reach out to your agent

The change requires a new insurance policy.

Click here to request a policy cancellation

The change requires a new insurance policy

Click here to request a policy cancellation

Click here to request a policy cancellation

The change requires a new insurance policy by law.

Click here to request a policy cancellation

The change requires a new insurance policy.

Click here to request a policy cancellation

This Change requires a new insurance policy

Please reach out to your agent, or email us at support@coterieinsurance.com

This Change requires a new insurance policy

Please reach out to your agent.

This Change requires a new insurance policy by law.

Please reach out to your agent, or email us at support@coterieinsurance.com

This Change requires a new insurance policy by law.

Please reach out to your agent.

Click here to request a policy cancellation

Policy Change Form

Policy Change Form:

Final Questions

Agents & Brokers

Small Businesses