Agent & Broker Resources

Find everything you need to work with Coterie Insurance.

New! Billing Center for Policyholders

Coterie Insurance is bringing our policyholders a billing center where they can update their payment method and view previous transactions.

No password is required. All they need is their business email to receive a login link to their email.

Access Billing Center Here.

Resources & Downloadable Documents

Featured Resources:
Policy Change Form
Generate a Certificate of Insurance (check off COI in the drop down of ‘Change Type’)
New Failed Transactions tab on Dashboard

Click to expand each of the sections below for the latest agent & small business insurance broker resources, downloadables, and client-facing materials that you can leverage within your business.

Policy Change Form

Need to update an existing policy? Use this form.

Resources About Coterie

The following documents are for your use. If you don’t see something that you think would be beneficial to supporting you or your small business clients, please reach out to

Meet the company agents and brokers are asking for!

What is Coterie and why you should be interested in checking us out

Help your clients understand Coterie Insurance

The Top 100 business classes where Coterie writes 100% of the businesses with under 50 employees

Loss Run Request

Do you need to request a Loss Run? Please fill out the form below.

Please allow two (2) business days for a response or status update.  If urgent, please reach out to Coterie Claims: 

Loss Run Request Form

Product & Appetite Resources

Featured Appetite for March:
– Fishing, Sporting Goods or Athletic Equipment Stores (excluding guns, firearms, ammunition and live bait)
– Sports Apparel Stores
– Food Concession Contractors
– Sports Announcers
– Sporting Equipment Repair & Maintenance
– Trophy Shops
– Engraving
– Sports Energy Drink Merchant Wholesale
– Uniform Stores, Athletic

Our BOP bundles property and liability coverages for a broad number of small businesses.

Our GL policies give your clients the peace of mind in knowing they have the right coverage, at the right time.

PL insurance, also known as Errors & Omissions or E&O insurance, helps protect your small business from failure to uphold contractual promises in mostly service-based professions.

What and where businesses can rely on our seamless quotes and coverage.


The following documents are for your use. If you don’t see something that you think would be beneficial to supporting you or your small business clients, please reach out to

Sample of our Liquor Liability Endorsement.

Sample of our Hired and Non-Owned Auto Liability

Sample of our Restaurant Endorsement

Eligible classes and summary of optional Restaurant Endorsement.

Sample Policies

The following documents are for your use. If you don’t see something that you think would be beneficial to supporting you or your small business clients, please reach out to

Sample of our GL Base Policy

Sample of our BOP Base Policy

Sample of our PL Base Policy

Credit Rating Reports

AM Best Benchmark Insurance Group credit report August 18,2020.

AM Best Spinnaker Insurance Company credit report September 24, 2020.

AM Best Clear Spring Property and Casualty Company credit report September 1, 2020.

Additional Insureds Forms

Mandatory Exclusions Forms

Coverage Forms

Ivans Commercial Lines Download is Now Available

Our Amazing Partners & Agencies

Incorporating speed, simplicity, and service into the commercial insurance experience.

Resources for rethinking commercial insurance, together.

Curious if we can cover your business?

Instantly see if an industry is within our appetite in our Digital Appetite Guide. In this digital appetite guide, you will find the following: Coverage(s) provided by the industry selected, Eligible States, Premium Guidance, Coverage Highlights, and additional resources & downloadables. Start exploring today!

Digital Appetite Guide

Ready. Set. Bind!

The SimplyBind Experience lets you bind in minutes! Provide the business name and address and we’ll use our data to pull the risk and exposure information. All you need to do is validate and bind. It’s that easy!

Looking to be a Coterie insurance producer?

We help simplify your operations, enabling you to serve small business clients with higher profits better. Coterie offers unique BOP, GL, and PL products in 50 states plus D.C. and is backed by our A-(EXCELLENT) rated insurance carrier partners.


General Liability and Business Owner Policy Availability

We offer General Liability and Business Owners Policies in all 50 states.

We do not currently have a wind/hail exclusion. Instead, we have closed coastal zip codes which will only offer GL and no property coverage. If you only see GL as a policy selection your risk likely falls in one of those zip codes.

*This map is intended for coastal guidance only, additional underwriting guidelines may result in a declination of property

Sign up for a Daily Demo!

New to Coterie? We encourage you to attend a demo!

Click here to sign up!

Click here to apply to Become a Coterie Producer.

Check out our Appetite Guide here!

Trying to figure out which industries to target with Coterie? Take a look at our appetite guide to better understand where your agency fits with Coterie.

Insurance News

Learn more about our leadership team and the latest news, press releases, featured podcasts, and media kits.


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Agents & Business Insurance Broker Blog

Check out this blog for a resource of insurance questions, and how-tos.

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Small Businesses

Find an Agent & Get Covered

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

If you have any questions, Contact Us Today!