One Big Thing - New Quote Proposal improvements!

We’ve updated our Quote Proposal PDF to now show package comparisons and policy add ons.

Why it matters:  It’s now easy for your small business clients to see policy add ons and compare endorsement costs with coverages so they can make the right decision for their business.

The Policy Adds Ons section will show all add ons selected for a given quote. See example below:

What's next: We have more updates in the pipeline but in the meantime, keep the feedback coming!

2. New video: How Coterie Insurance is simplifying the process

Check out this video from our VP of Insurance Pete Buccola about how Coterie Insurance is removing friction and making the process easier.

• Go deeper: See how we’re simplifying and enabling fast commercial insurance solutions.

Why it matters:  Coterie Insurance wants to help you focus on servicing your clients, instead of servicing a carrier.

3. Claims made easy with Coterie!

All FNOL - first notice of loss claims will now be taken directly by Coterie Insurance for all policies.

The bottom line: If you have a claim, go to our Claims page and hit File the Claim button.

• Fill out the form, and we’ll take it from there.

• No need to wait on hold with another company - let us do the work for you!

• We’re your single point of contact for all your claim needs.

• We’re also now handling all claims in-house for policies underwritten by Benchmark.

Keep an eye out for more updates about Claims with Coteire Insurance.

4. Need help with industry search?

If you know a business's 6-digit NAICS code, you can enter that number directly into the Industry search bar on the Instant Qualification Checker.

• The descriptions returned in the search will only be those classifications associated with that NAICS code.

Easy, right?

5. Disaster Recovery checklists ✔️

Hurricane Ida has impacted Lousiana, Alabama, and Mississippi with wind, power outages, flooding, and more.

• If you have clients in any of these regions impacted by the storm, we want to help you help them get back on their feet.

Check out these checklists:

• Disaster Recovery Checklist

• Crisis Management Plan Check List

6. CSR of the week 🏆

"She is quick with her quoting, great with the customers, and goes above and beyond to make sure things get taken care of. She never misses a day unless she absolutely has to and is very responsible with all she does. I could not imagine a CSR that deserves recognition more than she does." ~ Chris Lopez, Agency Owner

Our next CSR Star comes to us from Z.A.R.D. Insurance in Houston, TX. Ileana is a CSR Star not only because of her hard work but also for her willingness to pitch in and help - no matter how large or small the task.

• She is absolutely devoted to what she does and to helping her customers at all times.

• Ileana is always willing to help other staff out with anything they may need.

• There have been many times over the past years that she has been asked to help out with a task that had absolutely nothing to do with her role, and every time, she completes it quickly, accurately, and with a smile on her face!

Ileana has been a CSR for about five years. She loves it and helping people is her passion. When working with Ileana, you just know that you are in good hands and she will do all she can to make sure you and your family are well taken care of.