One big thing - local pages

We are kicking off 2022 with a focus on helping you! We want to connect small businesses with agents and brokers local to their communities.

We’re excited to do this by providing agents and brokers who sign up with a custom local page.

Why it matters: Your local page will help us connect small businesses in your area who are looking for insurance help with you, and help you dominate online search results to drive more business to you.

Sign up for your page today.

2. Policyholder Portal survey

As we look to 2022, we’re gathering feedback about a potential Policyholder Portal and we want to hear your thoughts!

Why it matters: Take this short survey today to share your input to help guide our product roadmap.

The survey closes soon so please complete it when you have a moment!

3. Are you providing a 24/7 online presence for your small business clients?

Kick-off the New Year on the right foot by providing your small business clients with a 24/7 online presence by using QuickQuote.

Why it matters:  QuickQuote is a unique link your agency can use that allows your clients to quote and bind insurance. Put it on your website, social media profiles and email signatures and provide stellar service to your clients.

Learn more and start using QuickQuote today.

4. Hear 2022 insurance predictions from our CEO

Coterie Insurance CEO David McFarland was recently interviewed by S&P Global about his predictions for 2022. While we can’t pretend to see the future, David had a few ideas on what might be trending this year.

Check out the article here.

David was also recently on The Future of Insurance podcast. If you feel like giving that a listen, you can find it here.

5. Congrats to the next group of scholarship recipients!

We’re thrilled to announce our next group of scholarship recipients.

• Denise Smith – Insureon (CIC)

• Lisa Doyle-Bell – Bolt Agency (CISR)

• Alejandro Velez – Quantum Assurance (CIC)

• Mariah Casillas – Insureon (CIC)

• Kaitlyn Mathis – Quantum Assurance (CIC)

• Courtney Barry – BTIS (CIC)

• Lindsey Herr-Borkowski – Bolt Agency (CIC)

• Spencer Galbavy – Bunker (CISR)

• Ryan McClaren – BTIS (CIC)

• Paul Hesselgesser – Hesselgesser Insurance Agency, Inc. (CIC)

• Keith Kinney – Hobold Agency (CISR)

• Juan Rhenals – Agents Market (CIC)

Learn more in our press release.

6. Thank you again for an amazing 2021!

We shared a video about how 2021 impacted us here at Coterie along with a blog post detailing our incredible growth. We are so thankful to work with each of you - cheers to a fantastic 2022!

Don’t forget to subscribe to the Coterie Insurance YouTube channel to stay up-to-date on all we’re doing.