One big thing - are you using your insured’s email when quoting & binding?

Coterie’s dashboard is designed for you to input the insured’s email address when quoting and binding policies.

Why it matters: You will receive an error message if you try to use your email in place of the insured’s. Please do not input an invalid email as this will lead to issues with billing and accounting.

If you have questions about using the Dashboard, please email Support@coterieinsurance.com.

2. 2022 event prep!

What events are you planning on attending in 2022? We want to hear from you so we can meet with you in person.

Send your plans to Distribution@coterieinsurance.com and let’s see how we can get together!

3. Submit your scholarship entry today!

From now through the end of December, our CISR and CIC scholarship program is still open. Find out how someone from your agency can receive 💰 for continuing insurance education.

Go deeper: Learn more about the CISR program and how to apply.

Dive into the CIC Scholarship program and see how to apply.

The bottom line: Don’t miss your chance to take part!

4. What is a BOP?

Small business owners have a lot to consider when choosing insurance that fully protects their business.

Why it matters:  Many don’t know what a BOP is, let alone why they need this coverage.

Direct your clients to our latest blog post on what is a BOP so they can better understand their risks and needed coverages.

5. How to protect an online business

Operating an online business may seem like a low-risk business, but there are still risks.

Why it matters:  Our new blog post dives into how small business owners can protect their online business. Share it with your clients today!

5. Coterie holiday schedule

Our office will be closed the following days in observance of holidays:

• Closed Thursday, Dec. 23 and Friday, Dec. 24

• Closed Thursday, Dec. 30 and Friday, Dec. 31

• Closed January 17