1. Get your renewals squared away with Coterie

Have a renewal coming up? Quote it now with Coterie! With us, you can quote out 90 days in advance.

Why it matters:  Streamline your renewal process and provide excellent customer service to your clients.

The bottom line: Don’t wait - quote now!

2. Last chance! Register now for Coterie x Talage fireside chat!

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

Big picture:  Learn everything about going digital with these industry titans!

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

Register now

3. Top CSR of the week!

"In two different languages, Jessica can communicate with Agents and clients to help them find solutions to the problem they have that day and prevent future issues to the greatest degree possible." ~ Donald Kirkendall, Managing Partner

Why it matters:  We honored Jessica Cruz as she is committed to helping her clients in every way possible. She truly cares about others and this comes through in every interaction she has.

Jessica has been putting smiles on customers' faces for over 20 years in many different industries.

• She has proudly worked with Kirkendall Insurance for a year now and loves what she does.

• The best part of customer service for her is the satisfaction of knowing that she helped someone with the same level of service that she would like to have when she is needing assistance.

• Jessica believes that if customers do not feel as though their needs have been heard, then the customer experience is not at the level where it should be.

The bottom line: Congrats again, Jessica, for being one of our 2021 Top CSR Stars!

4. LinkedIn Tips for insurance agents & brokers

LinkedIn’s mission is to “connect the world’s professionals to make them more productive and successful.” Are you using LinkedIn to effectively market your agency or brokerage?

Uncover business leads and connect with customers and partners on LinkedIn.

Go deeper: Learn how you can optimize the networking site by following these LinkedIn tips for agents & brokers.

5. Agent of the week

“I thoroughly enjoy quoting and using Coterie. This platform is very easy to work with, and the quoting is seamlessly easy. I do not have any complaints."

~ Jessica Walstrom, BTIS