1 big thing - Major appetite update!

We’re so excited to announce we’re opening up our appetite to a number of different classes. Check out the additions below:

• More trade, vocational, beauty/fitness, and artistic training schools. Examples include art, real estate, golf instruction, cooking, yoga, dance, and music instruction schools.

• Fertility clinics (Medical Malpractice excluded)

• Urgent care centers (Medical Malpractice excluded)

• Psychiatric centers (outpatient only)

• Chimney cleaning

• Septic tank cleaning and port-o-potty services

• Thrift stores and secondhand stores

We’re also closing some appetite classes for various reasons. Some of these may apply as a secondary operation, just not primary.

Go deeper: Check out our updated appetite guide here.

2. 6 ways to prepare your small business for winter

Winter may seem far enough away now but being prepared for this brutal season that can quickly cause long-term and expensive damage to your property can never start early enough. In this blog post, we’re going to share 6 ways small businesses can prepare for winter while there’s still time.

Go deeper: Check out the blog post today and share with your clients.

3. Coterie Insurance Helps Agents Come to the Rescue of Small Businesses

We recently heard from an agent about how Coterie Insurance was able to help a small business, Meader Overhead Door & Opener, LLC, that’s been experiencing rising material costs due to supply chain issues.

Why it matters:  Small businesses want to be protected with a well-rounded insurance product and don’t know where to look. Agents using Coterie are able to provide a superior customer service experience.

Check out the blog post today to hear how the agent used Coterie Insurance to provide just what the small business needed!

4. Major company news - close of our Series B funding

We announced the close of our Series B funding round earlier this week. 🎉 Thank you to our agents, partners, small business insureds and team that has helped us get to where we are today. We couldn’t do it without any of you. 🙏

Go deeper: Check out our press release to learn more.

5. Did you know Coterie offers 2 scholarship programs? 🎓

Coterie Insurance wants to help you with your continuing education.

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 their office for a CISR scholarship.

Agencies that write at least $15,000 a month in DWP can nominate 1 agent from their office for a CIC Scholarship.

6. CSR Star Spotlight

"Jazriel smiles and she listens. She does those two things that can make a huge difference in the life of everyone that has any kind of insurance problem. So many customers have contacted me to tell me how much they appreciate her smile." ~ Donald Kirkendall, Managing Partner

Our final CSR Star to honor in the 2021 class is Jazriel Mora from Kirkendall Insurance.

We are so excited to recognize Jazriel because of her ability to deliver amazing and unparalleled customer service. She never dismisses the problems of others and is devoted to solving issues and providing genuine service and support. Her unique approach and ability to build relationships win over clients and colleagues alike.

Jazriel has worked with Kirkendall Insurance for over four years where she has built up quite a few loyal clients who love to interact with her. She was born in New York but moved to Florida at age 7. She has 3 kids to whom she owes all her success, as they are the main motivators in her life.