Resources Archive - Page 2 of 11 - Coterie Insurance

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Digital Appetite Guide

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Coterie Insurance Policy change form cover photo on resource page

Policy Change Form

Submit Policy Change Form

Certificate of Insurance Generator

Generate COI

New Agent Payment & Billing Capabilities

New Agent Payment & Billing Features

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What's new on Coterie's Dashboard?

24/7 Access To Coterie Help Tools Agency Owners Can Now Add Non-Licensed Users My Digital Agency: Your Online Business Insurance Quoting Solution Download the Coterie Appetite Guide Trade & Artisan Contractors Appetite Deep Dive

Featured Business Classes

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Restaurants
Plumbers
Physical Therapists
Janitorial
Landscapers
Graphic Art and related design services
Air Conditioning and HVAC Contractors
Lawn Care and Fencing Contractors
Nail Salon
Barber Shops / Hair Salons

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submit a loss run request to claims

Resource Categories

Appetite Resources

Discover what businesses we love to write

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Claims Resources

Find resources that will help you navigate your claims process.

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Moratorium Alerts

Important information about Moratoriums issued by Coterie Insurance

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Additional Insured Forms

Find samples of additional insured forms

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Endorsements

Samples of Coterie Insurance's endorsement forms

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Policyholder Resources

Content for agents to share with insureds and SMBs

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Mandatory Exclusion Forms

Downloadable sample documents of Coterie's exclusions

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Sample Policies

View sample BOP, GL & PL Policies

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Coterie Coverage & Product Resources

Find everything you need to know about Coterie Policies (BOP, GL, PL)

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Credit Rating Reports

Credit rating reports from Spinnaker, Benchmark, and Clear Spring

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Demo Videos

Walkthrough videos and demos of Coterie Insurance's Dashboard

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Downloads

Access important forms and resources in PDF format

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Education

Help Center articles, webinars, insightful blogs, videos, or campaigns

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Marketing Resources

Marketing education or ideas for your insurance agency

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Podcast

Listen to Coterie's podcast on Spotify, Apple Podcasts, or YouTube

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Coterie Moratorium Announcement

CT, ME, MA, NH, NY & RI Moratoriums Lifted as of 9/18/23

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insurance 101

Insurance 101 Education

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September 2023 We Love to Write Coterie Insurance Appetite

Stop, Drop, & Roll: National Preparedness Business Class Highlights

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Coterie Moratorium Announcement

Georgia, Florida, North Carolina & South Carolina Moratoriums Have Been Lifted as of 9/1/23

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Work Product Exclusion

Understanding the Work Product Exclusion under a BOP Policy

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Employers Liability Exclusions

Learn More About Employers’ Liability Exclusions

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Coterie Moratorium Announcement

California Moratorium Has Been Lifted as of 8/22/23

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Coterie Moratorium Announcement

Texas Moratorium Has Been Lifted as of 8/23/23

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Insurance Considerations for Renting Business Location

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Hurricane Recovery Checklist from Coterie Insurance

After the Storm: Hurricane Recovery Checklist

Hurricane Preparedness Checklist from Coterie Insurance

Before the Storm: Hurricane Preparedness Checklist

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Coterie Loves to Write dog themed businesses

Fur-real, Coterie Writes These Pawesome Business Classes

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