This Carrier Resource Guide provides key information about working with Coterie, including policy servicing details and other important resources. When contacting the carrier, always include your policy number.
Access availability
Direct appointment | Market access appointment | Placement Desk |
✅ | ✅ | ❌ |
Appetite
Coverages available to quote with Bold Penguin:
| In Terminal | Off Platform |
BOP |
| |
General liability |
|
|
Professional liability |
|
In Terminal - Can be quoted in the Bold Penguin Terminal
Off Platform - Can be quoted on the carrier's portal with a direct appointment or Bold Penguin market access appointment.
Top classes:
Professional Services – Consultants, marketing firms, accountants, architects.
Retail & E-commerce – Boutiques, clothing stores, online sellers, specialty shops.
Contractors – including electricians, plumbers, HVAC technicians, and handypersons.
Personal & Business Services – Salons, barbershops, pet groomers, dry cleaners.
Small Offices – Lawyers, real estate agents, insurance agencies.
Food & Beverage – Cafes, coffee shops, catering businesses.
View Coterie's Agent Resources Dashboard for their Digital Appetite Guide, Demo Video, Eligible States Footprint, and more:
Schedule your Daily demo. This is a 1:1 demo and information session with your dedicated Coterie Account Manager
Join a Weekly webinar session
Market access appointment information
Timeline: Expedited activation to quote; 48 hrs approval to bind.
Processing: Begins only after Bold Penguin compliance review is approved.
Appointing States: Available to agencies domiciled in all 50 U.S. states.
Commission information:
See the Commissions dashboard in the Bold Penguin Terminal.
Portal access and user setup:
Each user must have their own Coterie portal login (not shared).
The agent who originally signed up for the Bold Penguin Terminal and requested a sub-appointment with Coterie through Bold Penguin is automatically set up as the agency's Agency Owner user, meaning they are granted access to add more users in the portal. Additional instructions can be found on Coterie's website here.
If you are having trouble logging in, click the "Forgot Password" option on the login screen. This will send you an email to reset your password.
Contact information
Phone:
General support: (855) 566–1011
Claims: (855) 680‐2440
Email:
General support: producers@coterieinsurance.com
Online:
General support: Chat within Coterie’s portal
Hours of Operation:
Standard business hours