From marketing to social media, we all know these things can make a huge difference in your business. But do you regularly take the time to focus on improving your presence?
Get in on the fun to receive daily challenges and qualify for a grand prize. To participate, join our Facebook community.
2. Renewals Made Easy
Here's how our renewal process works:
30 days in advance of a policy renewal date, we email and mail our renewal information to the insured.
A copy of this renewal information also goes to the producing agent.
Submit any updated information 15 days before the policy expiration date. This helps ensure all policies are renewed efficiently and accurately.
The bottom line: This new bot will help you be even more efficient quoting and binding small business. Of course, our Customer Advocacy team is still here for you, too! Our mission is to make small commercial insurance simple and fast. đź’¨
4. Check out our Forms Library đź“š
Why it matters: Agents often ask about sample policy and endorsement forms. Sample forms are readily available in our Forms Library and on our Producer Resources page.
Pro Tip: Be sure to visit our Producer Resources page regularly for updated information on our appetite, forms, and state availability.
5. Have Your Questions Answered Live on our Weekly Demo
Are you new to working with Coterie or need a refresher course on our insurance products, appetite, and resources?
Go deeper: Join one of our weekly platform demos, and ask our Agency Experience, Marketing, and Insurance teams any questions you have.
Sign up here, and we'll follow-up with a meeting invite and log-in credentials.
