New! Sign up today for our video series to help grow your business 👀 📽️And, we still have $5,000 burning a hole in our pocket so enter our contest where you can win $2,500 💸 Let’s dive in…
Coterie Connection
By Coterie ● Nov 11, 2021
Smart Brevity™ count: 2 mins... 594 words
New! Sign up today for our video series to help grow your business 👀 📽️
And, we still have $5,000 burning a hole in our pocket so enter our contest where you can win $2,500 💸
Let’s dive in…
One big thing - Scale Smarter with Coterie!
Scale Smarter, Grow Faster.
Sign up for our free 23-week video series that will help you grow your business by providing you with essential marketing, management, and technology insights.
Why it matters: We’re handing out $10,000 to help the following agents with their continuing education, so they can continue to service their small business clients.
Please join us in congratulating the following agents!
We’re thrilled to announce that starting tomorrow, our Quote Proposal now lists forms. Take a look at the image above to see how this will look.
Why it matters: Thanks for answering our poll! We heard you and the winning response was getting you more information on forms!
Your feedback is invaluable to us as we constantly improve our offerings. Keep the suggestions coming!
4. Tooltips go live tomorrow!
Many of our optional coverages now have helpful tooltips explaining the coverage.
How it works: When you see the Question Mark symbol, simply hover over it to read more detail about the coverage. You’ll find these throughout the Coterie dashboard.
The bottom line: Thank you for letting us know this would be helpful! As always, we want to hear your suggestions about how we can improve your experience with Coterie.
5. Have you entered our contest yet?
Get $2,500 for entering your story in our Agents for Communities contest!
Why it matters: We’re awarding 2 prizes!
We’ll award one $2,500 prize for the best story about what you mean to your community and small business customers.
We’ll award the second $2,500 prize for the best story about how you give back to your community.
The bottom line: Simply go here to learn more and submit your story. You can type it out, or record a short video on your phone. The entries will then be reviewed by a panel that will vote on the winners.
6. Reminder - Coterie handles all claims reporting
Our Claims team is here to make life easier for you when the unexpected happens.
Why it matters: If you have a client who needs to have a claim reported, simply go to coterieinsurance.com and click on the Claims tab. From there, scroll down to our Online Claims Form where you can report the claim.
The Coterie Claims team will take it from there!
The bottom line: We are here to help with claims so don’t hesitate to reach us with any questions at claims@coterieinsurance.com.
7. Send our small business toolkit to your clients today!
We support small businesses! With Small Business Saturday coming up on Nov. 27, help your clients prepare now with our Small Business toolkit.
We created this handy resource guide for you to provide to your clients as they begin to plan out their holiday season.
These resources will provide your clients with tips and tricks around what they can do to better promote their business for Small Business Saturday.
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