April 23, 2021

Just In: Quote Snapshot

You asked, we listened and implemented. Introducing the simple way for you to share quotes with your small business clients. Learn more. 

Agent Spotlight:
LeRoy Redding
 

"With Coterie, it is just easy to quote, easy to issue, easy to get documents, and easy to service. Why would I not do that?"

Hear more from LeRoy. 

You can write in all your licensed states!

Coterie automatically allows you to write insurance in every state you're licensed in, based on your NPN. No need to send in anything - start writing today! 

Talage Wheelhouse special offer

We're thrilled to partner with Talage! Special Offer: Quote 3 policies with Coterie and receive 1 free month of Wheelhouse. Or, sell (bind) a policy with Coterie and receive 2 free months with Wheelhouse. Sign up today! 

Policy change form

Need to make changes to an existing policy? Let us know by completing the Policy Change Form. You can find the form on Producer Resources.

Join us on Thursdays

Questions about the Coterie Dashboard or just want to see a demo? Join one of our Thursday demo sessions to learn more. 

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