Agent & Broker Resources
Everything you need to grow with Coterie Insurance
Featured Business Classes
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Fishing, Sporting Goods or Athletic Equipment Stores (excluding guns, firearms, ammunition, and live bait)
Sports Apparel Stores
Food Concession Contractors
Footwear Stores
Sports Announcers
Sporting Equipment Repair/Maintenance
Trophy Shops
Engraving
Uniform Stores, Athletic
Sports Energy Drinks Merchant Wholesale
| Title | Description | |
|---|---|---|
| Loss Run Request | Submit Loss Run Request | |
| Quote Proposal | You can add your own business logo to display in your Quote Proposal. This Coterie co-branding feature will enable your business to show your branding, so your clients feel more comfortable when binding. Watch the video below to learn how to add your logo and see how the feature works. Learn more about the co-branded […] |
Learn More |
| Failed Transactions Tab in Coterie’s Dashboard | Learn More | |
| Bind As Someone Else in Coterie’s Dashboard | Learn More | |
| Digital Appetite Guide | View Now | |
| Renewals Tab on Coterie Insurance’s Dashboard | Learn More | |
| ‘Action Buttons’ in Coterie’s Dashboard: Policy Change Form, COI Generator, Cancel Policy | Coterie Insurance has ‘Action Buttons’ on our Dashboard where you can, submit a Policy Change Form, Generate a Certificate of Insurance, or Cancel a Policy for your insured. Watch this video to learn more about how each action works. |
Learn More |
| Certificate of Insurance Generator | Generate COI | |
| Join Coterie Insurance’s Facebook Community for Insurance Agents | Join our Community | |
| Policy Change Form | Submit Policy Change Form | |
| 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 […] |
Learn More |
| How Can You Use Hashtags on Instagram to Boost Your Insurance Agency and Brand | Learn More |
