Billing Center for Policyholders

Your policyholders can now update their method of payment with this link.

IMPORTANT: It is really important that when insurance agents bind a policy on the Coterie Dashboard that they are using the Policyholder’s Email in the “Policyholder email” field.

You can send your policyholders our help center article or this demo video that will help walk them through how to use it:

Access our Help Center article

Agents & Brokers

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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!