Learn about the latest Quote Proposal updates, free resources, and more!Let’s dive in…
Coterie Connection
By Ashleigh Burden ● Apr 21, 2022
Smart Brevity™ count: 1.5 mins... 459 words
Learn about the latest Quote Proposal updates, free resources, and more!
Let’s dive in…
One BIG Thing - Updated Quote Proposal
Coterie is listening to your feedback! This week we released updates to our Quote Proposal for General Liability. The updates include:
Coterie Forms
ISO Coverage Forms
Policy Exclusion Forms
Why it matters: Now you can easily share and explain the selected GL coverages and exclusions to your clients. You can download the Quote Proposal or send the Quote Snapshot to your client.
2. Financial Services Risks Explained
The big picture: Financial service is a business category we love to write! By understanding the risk exposures, you can help your clients shore up their risk management plan and ensure proper coverage is in place.
In our recent blog post, we share 7 Risk Exposures Financial Services Clients Face, from both a property and liability perspective.
3. Last Chance to Register!
What's next: Join us next week, Monday, April 25th at 12pm ET! You’ll hear from the following panelists on how their insurtech companies are putting agents at the forefront and making sure they are the heroes for small business owners:
Jeff Shi - CEO, Quotehound and Co-founder of Quantum Assurance
Katlyn Eggar - Director of Education, Quantum Assurance
Jason Johnson - Director of Agency Experience, Coterie Insurance
Why it matters: Gaining more qualified leads is a top priority for agents. TrustedChoice.com is the #1 online resource for connecting insurance agents buyers, and carriers—like Coterie Insurance.
Pro Tip: Becoming a Recommended Agent with TrustedChoice.com is like having a Yelp badge for insurance agencies. Learn morehere or request a demo!
5. Will You Accept the Challenge? 💪
What's next: Coterie Insurance is hosting a challenge for the insurance industry during Small Business Week, May 1-May 7. For the full week you will get 1 challenge a day that will push you to work on your business instead of in your business.
To participate and get the daily challenges, all you have to do is join our Facebook community here!
Digital Insurance Summit in Chicago, IL on May 5-6: One of our co-founders and COO, Kevin Mackey, will be speaking about fostering an environment of change.
IIAW InsurCon 2022 in Wisconsin Dells, WI on May 9-10: Meet us at the event’s trade show.
