Exciting week with the launch of two updates requested by you! 🙌Plus, new resources. Let’s dive in…
Coterie Connection
By Coterie â—Ź Dec 09, 2021
Smart Brevity™ count: 1.5 mins... 412 words
Exciting week with the launch of two updates requested by you! 🙌
Plus, new resources.
Let’s dive in…
One big thing - archived quotes now live!
Based on your feedback, we’ve created an Archived tab in our dashboard so you can archive old quotes. Quotes will stay archived forever.
Why it matters:  To archive a quote, simply click on the “…” and then a box will pop up where you can archive or edit the quote. Archived quotes will then be available on the Archived tab.
2. HNOA coverage update
We also heard from you that the way we listed hired and non-owned auto coverage was a bit confusing.
Why it matters:  Now, as shown in the screenshot above, you’ll see a list of criteria to help determine if your client is eligible for this coverage.
3. Helpful Claims information
Do you wish you had on-hand information about Coterie’s Claims process?
What's next: We’ve now offera printable and digital claims flyer so you and your clients will know what to expect after a loss.
Head to our Claims page for more information about claims at Coterie.
4. Have you signed up to learn how to scale smarter and grow faster?
Our new video series is designed to help agents like you learn how to successfully scale their businesses and grow. đź“ą
The short videos cover a range of topics to help your agency implement easy methods to successfully build your agency.
Why it matters:  Sign up today and start implementing methods to save you time, increase revenue and more.
5. Speaking of HNOA…
Coterie’s latest blog post dives into the ins and outs of an insured driving a personal car for business use. If your clients are confused about hired and non-owned coverage, send them this blog today.
