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Coterie: Carrier Resource Guide

Coterie: Carrier Resource Guide

Updated March 2023

Updated over a week ago

Sub-appointment information:

Sub-appointment timeline: Expedited activation to quote; 48 hrs approval to bind.

*Sub-appointment processing does not begin until your Bold Penguin compliance review has been approved.

Appointing states and requirements: Available to agencies domiciled in all 50 U.S. states.

Please be advised that sub-appointment requirements are determined solely by the carrier and are subject to change without prior notice. Exceptions to these requirements will not be considered unless explicitly stated. Additionally, approval for sub-appointments is entirely at the discretion of the carrier.


Coterie contacts:

General support

Phone: (855) 566–1011

Claims

Phone: (855) 680‐2440


Appetite and carrier resources:

  • Coverages:

    • BOP

    • General liability

    • Professional liability

  • Top classes:

    • Professional Services – Consultants, marketing firms, accountants, architects.

    • Retail & E-commerce – Boutiques, clothing stores, online sellers, specialty shops.

    • Contractors – Electricians, plumbers, HVAC technicians, 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!

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