1 big thing - Update to additional insured

We’ve updated our Dashboard so that you can now enter a legal entity for additional insured in addition to a full name.

Why it matters:  You requested this change to make the quoting and binding process even easier and we’re thrilled to deliver.

We also updated the email address filed from required to optional based on your feedback.

Have other changes you liked to see? Email us at Support@coterieinsurance.com.

2. 🎃 Register now for our October event!

We’re hosting an event to provide you with tools and tips to help you slay.

Why it matters:  Digital tools are here to stay and here to help you streamline your work and increase profits. Learn how to further embrace tech to build on your success.

The event features Coterie’s VP of Insurance Pete Buccola, Co-founder of Quantum Assurance Jeff Shi, and Brett Fulmer, aka Broker Brett.

Register today.

3. Spotlight on our Customer Advocacy team 🔦

In honor of Customer Service Week, we are spotlighting our amazing Customer Advocacy Team!

Have you ever used the chat feature on our website, emailed Support, or called us for help? Then you’ve had the opportunity to interact with our world-class Customer Advocacy Team.

Why it matters:  Each team member is a licensed agent and can help you with anything you or your insureds need.

The bottom line: Every day, these rock stars are working hard for you and your insureds to be successful with Coterie. Don’t hesitate to reach out if you need anything!

4. Deep dive into our scholarship programs 🎓

Have you heard? 🗞️ In the past few weeks, we’ve announced two new scholarship programs available to our network of agents and brokers.

Yes, but: You might be wondering what the difference is between the programs, and why we’re doing this.

Go deeper: Learn the answers to these and more in our recent blog post about the programs.

5. Vote for Coterie!

If you have a moment, we’d really appreciate you voting for Coterie Insurance for people’s choice of Best InsurTech in the Benzinga Global FinTech Awards.

Go here to vote today.

6. We ❤️ meeting with agents!

In September, a few members of Coterie Insurance’s Go-To-Market team ventured to Allen, TX, to provide in-person insurance agent training for one of our incredible partners, Quantum Assurance.

Why it matters:  We love meeting in person with agents to help them understand how easy Coteire Insurance makes small commercial insurance. We also love hearing feedback first-hand!

Go Deeper: Learn more about the trip in our recent blog post.

7. CSR of the week!

"Always willing to help even outside of her comfort zone, friendly, well mannered, answers the phone with such innocence, and is always on time." ~ Amanda Ridge, Vice President of Cypress Insurance

Our next CSR Star is Crissy Jackson. Crissy truly keeps everything running while providing superior support to clients and coworkers. Crissy goes the extra mile to keep everything in check and make sure everything gets done.

Located in Wynne, AR, Crissy is the soul of Cypress Insurance. She loves the challenges and interactions with customers that her job provides. She is constantly learning something new and continues to grow. Crissy's dedication to customer service and her job are truly impressive.