Help your clients understand Professional Liability coverage. Plus, learn insights on the future of the insurance experience! 🔮

Let’s dive in…

One BIG Thing - Easy Renewal Process

Do you have an upcoming renewal? Have you received any notifications from our renewals team (check your spam folder 😉)? Learn more about our renewal process here.

Pro Tip: Touch base with your insured on any changes in operations of coverage needs as early as possible. Update their information 15 days before the policy expiration date to be sure the policy renews accurately.

Please communicate with our renewal team at renewals@coterieinsurance.com for any inquires.

2. Managing Professional Liability Risk

Do you have small business clients who operate as fiduciaries? Excessive fee litigation can impact many types of organizations, regardless of size.

Why it matters: Help your small business clients understand actions they can take to manage the growing risks associated with defending and settling excessive fee claims. 💵

Go deeper: Check out our recent blog post for more details.

3. Learn About “The Cautious Increase of Speed”

Curious about the future of the insurance experience and how it will affect agents and brokers?

Go deeper: Check out the recent interview from InsurTech Ohio featuring Coterie’s very own VP of Insurance, Pete Buccola, discussing the cautious increase of speed in the insurance space.

4. Coterie on the Road 🚙

Our team enjoyed time with agents in sunny Palm Springs earlier this month!

Here’s where you can meet us next🗓️:

• InsurTech Hartford Symposium in Hartford, CT on April 26-27: Coterie’s very own Ann Boger and Ray Lynch will be speakers at the Symposium!

• Digital Insurance Summit in Chicago, IL on May 5-6: One of our co-founders and COO, Kevin Mackey, will be speaking about fostering an environment of change.

• IIAW InsurCon 2022 in Wisconsin Dells, WI on May 9-10: Meet us at the event’s trade show.

5. Partner Webinar Series: Quantum Assurance & Coterie

What's next: Join Quantum Assurance and Coterie on Monday, April 25th at 12pm ET as we discuss how both companies are putting agents at the forefront and making sure they are the heroes for small business owners. 

Register for this free webinar today!

6. Building Authentic Community Connections

Our thought bubble: This week’s episode of our “And I Quote” podcast is filled with passion and emotion as Rob Bowen, Agency Owner at Patriotic Insurance Group in Chester, NY, joins to speak about community service and giving back to veterans.

Watch to the full episode to learn more about community service, Suits for Soldiers, and starting your own journey on finding ways to give back!

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