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Coterie-2

 Coterie Insurance offers fast, digital commercial coverage for small businesses, including BOP, general liability, professional liability, and robust optional add-ons, all accessible through a streamlined quoting and binding platform. 


ACCESS & APPOINTMENTS

Coterie-2

 

BROKERAGE

AOR/BOR Guidelines
Submissions: No BOR- Cancel Rewrite
Service & Renewal: No BOR- Cancel Rewrite

New Opportunities
Brokerage: A full submission, including currently valued loss runs and completed Acord forms or a detailed SOVs/Exposure workbook, is needed.
Digital Submission: Available- Learn more by Clicking Here. 

SUBCODES

Indium Eligibility
Premier: Must have $200K of total premium across all of Indium & Carrier Minimum
Concierge: Carrier Minimum

Carrier Minimum Eligibility
Premium: No production required- Connect with your agency principal, and they can use our subcode request form to apply for a subcode today

Account Diversity: NA

MAP KEY

2-2 Brokerage Only
3-2 Subcodes Only
4-1 Brokerage & Subcode
1-1 Extensive Product Restrictions 

HIGHLIGHTED MARKETS

531210_ Offices of Real Estate Agents and Brokers
531210 Offices of Real Estate Agents and Brokers
524210_ Insurance Agencies and Brokerages
524210 Insurance Agencies and Brokerages
541330_ Engineering Services
541330 Engineering Services
541211_ Offices of Certified Public Accountants
541211 Offices of Certified Public Accountants
722511_ Full-Service Restaurants
722511 Full-Service Restaurants
541611_ Administrative Management and General Management Consulting Services
541611 Administrative Management and General Management Consulting Services

Digital Brokerage

458210_ Shoe Retailers
458210 Shoe Retailers
449110_ Furniture Retailers
449110 Furniture Retailers
541213_ Tax Preparation Services
541213 Tax Preparation Services
238310_ Drywall and Insulation Contractors
238310 Drywall and Insulation Contractors
621210_ Offices of Dentists
621210 Offices of Dentists

Commercial Lines

*Commercial Appetite Guides are linked in the Commercial section above. Additional appetite information may be found in the Digital Brokerage, Middle Market, Recent Updates, and across our site.


RECENT UPDATES & INFO

Digital Brokerage

What is the Digital Brokerage? With the Digital Brokerage, you can submit commercial accounts under...

ADDITIONAL INFORMATION

 Resources & Supplementals

A.M. Best Rating - Coterie is an MGA with multiple paper companies.

Agent Portal - Login Here

Personal Raters:
NA

Commercial Raters:
Bold Penguin, Semsee, Tarmika, Vertafore

 Insured Links

Billing Details - here

Claim Submissions - here

Client Portal/Apps:
Google - NA
Apple -NA
Web - here

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6620 Mooney Street, Suite 360
Dublin, Ohio 43017