How quickly can agents get a business insurance quote online?
Through Coterie, agents can get linkable quotes for small business insurance in less than two minutes for qualified businesses. Speed comes from automated underwriting that assesses risk in real-time, rather than funneling submissions into a manual review queue.
Are the quotes relatable or just estimates?
Clique quotes are relatable. When you see a quote on the screen, you can accept it, collect payment, and issue the policy without waiting for additional underwriter approval. Initial indicators or soft quotes that need further review are a completely different product, and the group does not work that way in relation to standard qualifying risks.
What information is required to start a quote?
You need the customer’s business name, business address, and industry classification (NAICS code). The Coterie system automatically pulls in additional business data, reducing the amount of information you need to collect upfront compared to a traditional application.
Can agents issue an insurance certificate after linking it?
Yes. The insurance establishment certificate is part of the same workflow. After linking the policy, you can produce a certificate within the Coterie dashboard without switching to a separate system. Customers who need proof of business insurance coverage for owner, contract or vendor requirements can obtain it same day.
What types of business insurance can be provided online?
Coterie supports business owners policies, general liability insurance, and miscellaneous. Professional liability insurance. Eligibility varies by business class and country, but the platform covers about 80% of Small business categories In all 50 states.
