One big thing - We want to hear from small businesses you’ve helped!

We’re looking for your stories of small businesses you’ve helped get insurance through Coterie to be featured in an upcoming Marketing campaign.

Why it matters:  We want to share the stories of these inspiring small businesses and the agents that helped them get back to what they do best.

Have a small business to share? Email it to Katherine.Jones@coterieinsurance.com.

2. Understanding Non-Owned and Hired Automobile Liability Coverage

Do you have insureds that find non-owned and hired auto liability coverage confusing and want to learn more? Now that this coverage is available on both BOP and GL policies with us, there is more opportunity to help your small business clients.

Why it matters:  Send them our recent blog post to clarify what this coverage is and why they might need it.

3. CoterieCon: All company event!

This week all of our 100+ team members are gathered in Cincinnati to celebrate, team build, and find ways to better serve our network of agents and brokers.

Why it matters:  We’re growing fast and we remain committed to infusing small business insurance with speed, simplicity and service.

The bottom line: We have lots of exciting updates and new features in the works - stay tuned! 📺

4. CSR of the week!

"Suzanne runs our entire company. The team goes out and kills it, and she makes it legal. She's the first one at work and the last one to leave every day." ~ Brent White, Practice Director - Property & Casualty,3

Our next CSR Star is Suzanne White. Not only is her customer service top-notch, but she is a true commercial insurance guru with a wealth of knowledge. We're thrilled to recognize Suzanne as one of our Top CSR Stars!

Suzanne has a decade of experience in the property & casualty world. She started with a small local firm as an assistant and over time moved up to a Fortune 500 company as a CSR. After spending time in the traditional producer model, she helped create a new way for agencies to do business. Her creativity and problem-solving led Level Four Insurance to notice her model and asked her to partner with them to help head up their P&C department. From scratch, her team has been able to tap into Level Four’s Advisor and CPA network, building out an incredible process.