Coterie Insurance

🎆 It's a big day at Coterie 🎆 📣 Coterie Secures $27M in Oversubscribed Growth Capital Funding "We’re incredibly grateful for the recognition and belief in how we’re reimagining the small commercial insurance space through continued innovation and dedication to independent agents and brokers,” said David McFarland, CEO of Coterie The oversubscribed round includes new investment from Hiscox as well as existing investors Intact Ventures, Weatherford Capital, and RPM Ventures among others. Coterie has now raised over $102M in funding to date. Read the full story: https://bit.ly/3v8tbtv

How should independent agents be leveraging technology and data? Karnina Szymanski, Chief Customer Officer at Bold Penguin, joins Coterie Insurance on our podcast. Bobbie and Karnina dive into product roadmaps, technology, DEI, and women in insurance in this episode. Listen to the full episode on YouTube, Spotify, or Apple Podcasts: https://lnkd.in/gq39X7Vp

"The success of agencies will come in really harnessing that relationship building and understanding their client and their needs and the emerging risks of our industry." In the latest episode of Coterie's podcast, Karnina Szymanski, Chief Customer Officer at Bold Penguin, shares insightful, honest, and personal experiences. Listen to the full episode here: https://lnkd.in/gq39X7Vp Some of the biggest takeaways from this episode include: - Diversity and inclusion in leadership positions are essential for driving innovation and creating a more welcoming and inclusive industry. - Partnerships between insurtech companies like Bold Penguin and Coterie can provide agents with efficient and accurate solutions to meet their customers' needs. - The insurance industry's future lies in the collaboration between technology and human expertise, allowing agents to build strong relationships with their customers and provide tailored coverage options.

Real estate agencies are in the business of facilitating transactions that involve significant financial and legal implications. Whether they’re assisting clients in buying, selling, or leasing properties, their operations expose the business to various risks that could result in financial losses or legal liabilities. Find out more about the risks that Real Estate Agencies face: https://bit.ly/4b7tvIc

Coterie holds monthly marketing meetings for insurance agents. This past meeting we discussed creating educational content to share across different verticals with the help of ChatGPT. In this meeting, we reviewed the top-level basics of using ChatGPT to save time. You can rewatch this content here: https://bit.ly/3zCavEh

Meet one of our Agency Experience Specialists, Cindy Perkey. Cindy is a ray of sunshine and is happy to help our agents. If you call Coterie and Cindy picks up, you will know you are in good hands.

Beat the Heat this summer with these cool classes of business that Coterie loves to write. Learn more about our featured July classes and get access to free social media and email templates: https://bit.ly/45Q1rro

Coterie has free marketing material that your agency can download and customize. Access this content and register for our free marketing meeting on July 9th at 2pm ET: https://bit.ly/45Q1rro

Our Agency Experience team is here to help you! Do you have a four-legged co-worker, too? Share a picture or an emoji with their name in the comments! We would love to meet them. 🐱 🐶

Coterie Insurance loves to write creative business like: Interior Design Services Podcast & Video Broadcasting Cupcake & Cookie Retailers And many more: https://bit.ly/3kHuUjA