One big thing - Coterie is offering CISR scholarships!

Coterie is thrilled to announce the debut of our CISR scholarship program.

Here’s how it works: As of September 1, agencies that write more than $10,000 a month in DWP with Coterie can nominate 1 agent from your office for a scholarship.

Go deeper: For more info, check out the program details.

2. Pro tip for finding quotes later

Do you find yourself contacting our Support team for help finding your quotes?

Why it matters: Follow these pro tips to make the process earlier:

• Enter the unique individual email of the insured on the quote, not your email.

• We do not send out any correspondence but the insured’s unique email will help us track the quote.

Thank you!

3. Share your thoughts!

We love hearing from agents about your experience using Coteire Insurance for your small businesses.

Why it matters:  If you have a few minutes, take our survey here to offer more feedback.

4. Professional Liability insurance

When do your clients need professional liability insurance? The following professions typically need this coverage:

• Consultants

• Engineers

• Accountants

• Interior Designers

• Advertising agencies

• Graphic designers

• Technology professionals

Go deeper: Learn more about professional liability coverage in our latest blog post.

5. Have clients with questions about Coterie?

We’ve got you covered!

Why it matters:  We’ve created this printable document you can share with clients who want to know more about getting coverage through Coterie Insurance.

6. CSR of the week!

"Diane's technical skills and knowledge are extraordinarily high, but when in doubt of an issue, she will ask me for help. That is the sign of a true professional. She cares about the other staff members, the employees of the firms we serve and has a terrific rapport with our carriers’ staff. All in all, she is a person of superior talent and knowledge and the willingness to do what it takes to serve our customers." ~ Stephen Downey, President

Our next CSR Star Diane Salazar’s ability to think like an owner of both the agency and the client is what has earned her a spot on our Top 10 CSR list. Her integrity and work ethic is phenomenal, in spite of suffering from illness. Diane shows up every day, ready to do what it takes to serve her clients. She demonstrates the meaning of hard work coupled with fantastic customer service and we're honored to recognize her.

Diane works closely with employers to offer the best benefit programs available to their employees. Diane handles all aspects of the Employee Benefits Division of the agency from the initial planning meeting with the employer to Open Enrollments as well as the day-to-day service for both employer and employees. Diane got her start in the insurance industry 30 years ago and has been hard at work ever since. When she is not working, she is an avid gardener and animal rescuer. She spends her free time with her son and takes care of the animals (including the wild ones) on her property.