1. Announcing our 2021 CSR Stars!

Announcing…the Top CSR Stars inaugural class!

• We all know that CSRs are the ones that keep the lights on in our agencies and even fuel our industry as a whole. That's why we wanted to shine a light on some of these amazing CSRs for not only their hard work, but also dedication, perseverance and commitment to their customers. For more information, read our press release about the program.

Watch for more information about events featuring these superstars later this year.

2. Register now for Coterie x Talage fireside chat!

Moderated by Broker Brett, join to hear from Talage CEO and our VP of Growth Ray Lynch about the latest in insurTech and how to give your agency an edge.

During this conversation, we'll explore how Talage and Coterie partnered to provide an incredibly fast and easy experience for agents and brokers. Hear more about the ins and outs of acquiring customers and how Talage and Coterie are transforming the industry.

Why it matters:  Learn everything about going digital with these industry titans!

Bonus: Attendees will receive a $5 Starbucks gift card.

Register now

3. I started Coterie because people don’t care about insurance

Business owners want to focus on their business, not on shopping for policies. Agents and brokers want to build relationships and ensure their clients are covered. It doesn’t make sense to play the insurance game; negotiating with underwriters, filling out miles of forms, and waiting to catch someone on a good day so their application can be approved.

Why it matters: I’m hesitant to say this, but I’m a (recovering) actuary. I saw the process, the excess, the superfluous questions that pile on year after year. As I went from NCCI, to actuarial consulting, to insurance companies, to building out insurTechs, I realized something more could be done.

• We can build a new type of insurance manufacturer. One with new systems, new processes, new rating, and data, enabling distribution partners to focus on relationships and coverage and less on data entry and administration.

So we set our sights on small commercial.

• Where else is inefficiency more of a burden? The market is massive, but no one wants this business. It’s time-consuming, doesn’t make any money, and often gets in the way of other opportunities.

• Why would a broker want to spend just as much time writing a $3,000 policy as they would a $30,000? Frankly, Small Commercial is more of an obligation than an opportunity.

We built an insurance manufacturer and servicer to help distribution partners write Small Commercial efficiently. We put time and money back into the pockets of our partners, giving them 100% digital underwriting (you know instantly whether we write it or not), binding completely online in minutes, and a servicing center to help your customers stay on top of COIs, renewals, and updates.

The bottom line: We made something that puts our partners first, helping them make more money on each small commercial account while letting them focus on building relationships and ensuring great coverage. By using technology and data we cut out the unnecessary processes, long wait times, and costly reviews that keep our partners from turning a profit.

Now, you can write small commercial policies quickly, knowing that you are giving your clients the right coverage at the right price, fast.

~ David McFarland, Coterie Co-Founder & CEO

4. Marketing to micro small businesses

Micro small businesses require a different approach for their insurance needs.

Why it matters: Selling a policy to a micro small business is likely one of the more personal interactions you’ll have as a B2B insurance agent or firm.

Go deeper: Learn the best tips to market to micro small businesses.

5. Your small business clients love us!

Check out this recent review of Coterie from the perspective of a small business owner:

• “Thank you for covering my business! A joy to work with, so much better and more affordable than the larger business insurers.” ~ Chris Dickason

6. Questions? Join our weekly webinar!

What’s on your mind? Join our weekly webinar to ask any questions and meet with our team. Register now.