One big thing - Coterie turns 3!

We’re so grateful for your partnership on the road to simplify small business insurance.

• In the three years we've been on this journey to reimagine the way small commercial insurance operates, we've been honored to learn from and partner with agents like you and the small businesses that you serve every single day.

Why it matters:  We’ve come a long way in our journey. David McFarland, our CEO, is recapping his experience in this recent blog post.

Cheers to the next three years! 🥂

2. Are you looking for a different kind of partnership with your carriers?

One where there is value provided to YOU instead of forcing premium goals without the support or processes needed to be successful?

Given conversations we've had with countless agents as well as our own experience, traditional carrier relationships look something like this:

• Most carriers apply pressure to you through minimum production requirements

• Most carriers take WAY TOO long for underwriters to get back to you

• Your customers want things right now, so you need a solution to be fast and efficient.

Why it matters: Insurance is changing and the old way is simply going away - especially for those underserved small businesses.

The bottom line: Coterie Insurance doesn’t believe in holding agents hostage with production requirements. You write one policy, you get paid commission for that policy.

No pressure, no matter how much you write with us, you get paid!

3. Congrats to our Race to $10k winners! 🏁

Please join us in recognizing the following rockstar agents who wrote over $10k at the very end of August to win our Race to $10k contest.

Why it matters:  Each agent won a $500 Amazon gift card for their hard work! 👏

1. Jordan Harp from Insurica

2. Jivar Foty from Benchmark Insurance Group of Texas

3. Zack Avasabian from Zarah Avasabian

4. Daniel Torres from Agent’s Markets Corporation

5. Jeffery Jay Buckner from Quantum Assurance

4. Producer Resources page update

We’ve redesigned our Producer Resources page to make it easier to find the information you need.

Go deeper: Check out the updated page and let us know of any feedback you have.

5. CSR of the week 🏆

"Mary is at work every day, and it's never too early or late to help a client. If a client struggles with premium payments she will help - even paying out of pocket. Would give the shirt off of her back." ~ Daniel McKenna, Production Manager

Our next CSR Star has spent 56 years as a producer, and still picks up every phone call while processing endorsements, issuing policies, and is a mother of 12 to boot! Devoted and dedicated does not even come close to describing Mary. She is a true inspiration!

Mary opened her insurance agency in 1966 in San Diego and has been hard at work ever since. She still comes into work every day from 9 am - 5 pm to help her clients with their insurance needs.

• Every client is treated equally whether they are paying $1 or $1000. She deeply cares for each of her clients and is committed to doing a good job for both the client and the carriers.

• Mary started with paper applications mailed to the carrier and now is able to instantaneously quote and bind online! She has a complete understanding of tech systems and is always open to adopting technology.

• Mary is truly an example of hard work and loyalty.

The bottom line: Thank you for all you do, Mary!