One big thing - business name reminder 

When inputting business information into Coterie’s dashboard, please remember to enter the named insured or DBA (Doing Business As).

• Unfortunately, when a policy is bound without a valid business name or DBA, this causes issues for the policyholder and has to be corrected 

Why it matters:  Take a moment and enter in the correct named insured to save time later on. 

2. Coterie’s Digital Appetite Guide

Did you know that you can access Coterie’s Digital Appetite Guide directly from our Producer Resources page?

The bottom line: Instantly determine whether a risk you’re working with is within appetite and the available insurance coverages, by entering the business description.

3. Support your local small businesses!

Big picture: Your small business clients need your support in many ways! We’ve identified three simple ways you can small businesses:

• Follow local small businesses on social media

• Share their content with friends and family

• Purchase a gift card, product, or service

4. Help your small business clients understand TCOR

Why it matters: Many small business owners assume cost of risk only involves their insurance premiums paid, retained losses, and administrative costs. However, the total cost of risk encompasses much more than that.

Help your small business clients understand the ins and outs of TCOR (total cost of risk) by sharing our recent blog post.

5. Why agents love Coterie…

What they're saying: “Coterie is super competitive! It's great to get a quote in under five minutes.” - Clifton Durham, CEO at TD3 Insurance Agency.

Login to your Dashboard today and see for yourself how fast and simple it is to quote with Coterie!