3 ways to win with Coterie's Summer Contest!

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Coterie Connection

In this weeks edition: 3 ways to win a $100 gift card between now & July 2nd!IVANS Partnership - learn what they can do for youTop CSR of the weekNew blog post - Protecting Your Home-Based BusinessLooking for Coterie info? Check out our print-outsLets dive in.

Coterie Connection

By Coterie ● Jun 22, 2021

Smart Brevity™ count: 1.5 mins... 408 words

In this week’s edition:

3 ways to win a $100 gift card between now & July 2nd!
IVANS Partnership - learn what they can do for you
Top CSR of the week
New blog post - Protecting Your Home-Based Business
Looking for Coterie info? Check out our print-outs

Let’s dive in.

1. Write & quote to win!

We’re teaming up with Broker Brett (Brett Fulmer) to bring you three ways to win a $100 Amazon gift card!

Contest details: Between now and July 2, write and quote with Coterie. We’ll award a gift card for each category below:

Agent who writes the most in premium with us
Agent who writes the most policies with us
First-time writers with Coterie (winner to be randomly selected)

The bottom line: Find out more & see contest rules.

2. New partnership with IVANS

Great news! Coterie has now integrated with IVANS.

Why it matters:  IVANS enables you to automate the exchange of policy related information directly in your agency’s management system.

IVANS Market Appetite allows you to quickly match your portfolio with Coterie’s appetite offerings, ultimately driving efficiency.

Learn more about the partnership.

3. CSR of the Week - Sita Regmi

"When a CSR never gives up, digs in, and innovates to find a solution to a problem, that's Sita." ~ Tikam Acharya, Principal, AS Insurance Agency

We're thrilled to celebrate one of our Top CSR Stars today, Sita Regmi from AS Insurance Company!

As one of our winners, Sita stood out because of her dedication and honesty. She is extremely detail-oriented and an unwavering customer advocate. Her dedication to the job makes her an incredibly valuable team player.

Sita takes pride in serving her customers and helping them with all of their insurance needs. She puts client service and satisfaction as her primary goals.
Sita believes that insurance doesn’t need to be complicated, and she always works to bridge the gap between insurance companies and clients.

The bottom line: Thanks for all of your hard work and dedication to the insurance industry, Sita!

4. Protecting Your Home-Based Business

Have clients that operate a home-based business?

Go deeper: Help them understand their risk and what coverages can help protect them with the latest blog post from Coterie.

5. Coterie Print-Outs

Check out our print-outs below for more information about Coterie products and offerings. You can find more on our Producer Resources page.