1 Big Thing - blanket additional insured is now live!

We know you’ve been waiting for this endorsement to go live.

Big picture: Now, you can easily add additional insureds for your small business clients directly from the dashboard.

• Any entity your insured has a signed contract with requiring them to be named as an additional insured on the policy will automatically be an additional insured on the policy.

Why it matters:  This endorsement also includes additional coverages including waiver of subrogation and primary and noncontributory.

Go deeper: Check out all the details in our latest blog post.

2. Race to $10k is in the final lap!

Zoom into the final lap of our Race to 10K Contest! The first five agents who reach $10,000 in direct written premium by Tuesday, August 31 will receive a $500 Amazon gift card.

• Let’s do this! Write now.

Why it matters:  See more information & contest rules. $10k or bust!

3. Agent feedback drives us

We’re incredibly lucky to be hearing from another agent this week who is using Coterie - check out what she has to say:

What they're saying:

“I enjoy quoting through Coterie Insurance as the system is really easy to use. Also, the quote proposal is great and I appreciate how Coterie Insurance listens to agent feedback.”

-Deborah Schultz, Goosehead Insurance

4. We ❤️accountants!

We pride ourselves on having the most inclusive appetite for the small businesses of today!

Why it matters: At Coterie Insurance, we love to write policies for accountants. Accountants are usually considered a trusted source, but with all that responsibility also comes risk.

• It's essential for everyone who works in the professional services category to ensure they are properly covered.

Go deeper: Download our Appetite Guide.

Quote one of these businesses today!

5. CSR of the week 🏆

"In the first 90 days, not only did he organize my office files and get me caught up on all of my renewal alerts, but he also learned how to use the new tracking and quoting system (that I didn't even know how to use yet). He has already sold 8 commercial policies (4 of which were with Coterie Insurance!), 15 personal lines, and one life policy. Plus, he keeps coming up with ideas on how we can improve the efficiency and detailed tracking of all clients across all of our carriers so we can find them easily and cross-sell them. He has been a welcome asset and I look forward to having him on the team for a long time." ~ James Hobold, Agency Owner

Our next CSR Star is Keith Kinney from The Hobold Agency. Keith goes out of his way to jump in and organize the office, get caught up on renewals, and learn new systems. On top of this, he delivers a constant flow of creative ideas on how to best run the agency and service clients which simply levels up their overall operations.

Keith started his insurance career in Fort Worth, Texas, as a commercial agent in a large personal lines agency.

• Shortly after relocating to Cincinnati in August of 2020, and finding a position with a great agent here in Ohio, he was fortunate enough to meet David McFarland, Coterie's Co-Founder & CEO, and got started using Coterie Insurance's platform for agents & brokers. He is currently the Office Manager for James Hobold with 10 years of experience in commercial insurance and is looking forward to many more.

The bottom line: Please join us in congratulating Keith!