1. Become a TrustedChoice agent!

Coterie Insurance has partnered with TrustedChoice, the #1 online resource for connecting insurance buyers with independent insurance agents.

Why it matters:  TrustedChoice can help you attract more digital shoppers. Discover how TrustedChoice can help you and find out how you can get recommended today.

2. Agent of the week

“Coterie Insurance makes doing business with small business owners, who are strapped for time, simple and painless. It also allows our agency to save literally hundreds of hours in work by facilitating insurance proposals without the hassle of dreaded accords. I will absolutely recommend Coterie Insurance to other agents and brokers.”

-Reggie Pulliam, Coastal Alabama Insurance

3. More co-branded content for you

Due to your requests, we’ve added more co-branded content for brand with your agency’s information.

Here’s what we offer:

• Industry-specific risk information (restaurants, nail salons, offices, stores, trades, and more - let us know if you have a specific industry in mind!)

• Disaster preparedness

• Insurance product information

Email us today at marketing@coterieinsurance.com to get yours!

4. Boost your business with the top 5 underrated insurance marketing tips & tricks

Our partner, Talage, recently shared the top 5 underrated marketing tips you need to know about.

Why it matters: Learn why you should focus on these less obvious marketing tips to boost your agency’s business and stand out.

The bottom line: Check out the blog post from Talage’s Director of Marketing Katy Kelly.

5. Home-based candle businesses are growing!

The global scented candles market is expected to grow at a compound annual growth rate of 8.4% from 2019 to 2025, according to Grand View research.

Why it matters:  If your clients have a home-based candle-making business, are they covered for the unexpected?

Coterie Insurance is just the place to insure home-based businesses like candle-making and many more. Login and quote a client today!

6. Share with your clients - New SBA PPL Loan Forgiveness Portal

The Small Business Administration (SBA) recently announced the opening of the Paycheck Protection Program Direct Forgiveness Portal intended to simplify the loan forgiveness process for the smallest PPP borrowers.

Why it matters:  Help keep your small business clients updated with the latest by sharing this PDF outlining the changes.

If you’d like us to add your branding to the document, email us at marketing@coterieinsurance.com.

7. CSR Of the Week

“Yvonne has a good soul and a passion for helping people. She is completely devoted to our clients and doesn't stop until they are taking care of the problem is solved."~ Jason Kilgo, Agency Owner, KilGO Insurance

This week, we are honored to introduce you to Yvonne Thomas from KilGO Insurance in North Chesterfield, VA. It is clear that Yvonne is a Top CSR Star due to her passion for helping people and for solving problems.

Yvonne's true passion is service and this is evident in how she approaches both her work, and her clients. She's dedicated to not only the work, but in making sure that her clients have everything they need.

About Yvonne: Yvonne has over 14 years of experience in the insurance industry as a CSR selling, servicing, and building client relationships. Throughout it all, service has always been at her heart. Her current role is as an Account Manager with one of Richmond’s outstanding agents. Her goal is one day to obtain a designation in Property & Casualty. In her spare time, Yvonne loves to fellowship with friends, family, and church members.

Please join us in recognizing Yvonne as a Top CSR Star in 2021!

8. Do you follow Coterie Insurance on LinkedIn?

Follow Coterie Insurance on LinkedIn to stay up-to-date with all of our news! From new product launches to the latest news in our industry, join us and don’t miss out.

Go to the Coterie Insurance page and hit Follow today!