Open quotes = opportunities. ✅ Check your Coterie Dashboard and bind your eligible quotes. Fast workflows, simple binding, and one less follow-up on your to-do list. #Coterie #insuranceagent "
About us
Coterie Insurance puts insurance agents and brokers first, delivering instant business insurance across the United States. Coterie uses a partnership-based approach to help insurance professionals unlock untapped revenue in the small commercial space. With an innovative quoting platform that delivers accurate pricing and bindable quotes in less than one minute, Coterie is making small business insurance effortless.
- Website
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https://coterieinsurance.com
External link for Coterie Insurance
- Industry
- Insurance
- Company size
- 51-200 employees
- Headquarters
- Appleton, WI
- Type
- Privately Held
- Founded
- 2018
- Specialties
- Commercial Insurance, Businessowners Policies, Insuretech, Venture Capital, Business Insurance, Coterie, General Liability Insurance, Professional Liability Insurance, Small Business Insurance, and Cyber Insurance Coverage
Employees at Coterie Insurance
Locations
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Primary
Get directions
181 South RiverHeath Way
Suite 1200
Appleton, WI 54915, US
Updates
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"We love to write the businesses that bring people together. 🍖☀️ From neighborhood BBQ restaurants to food trucks serving up summer favorites, Coterie is proud to help protect the small businesses behind every smoky bite, gathering, and festival weekend. Here’s to a season full of good food, great company, and thriving small businesses! Learn more about Coterie’s appetite: https://hubs.la/Q04hwN8M0 #smallbusinessinsurance #insuranceagent
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"We’re excited to share that Coterie Insurance will be represented by two speakers at this year’s Insurtech Insights USA in New York. Our CEO, David McFarland will discuss the growing opportunity in the SME market, while our CFO, Marc Frenkel will join the conversation around the evolving role of insurtech in today’s insurance landscape. These discussions are at the heart of where the industry is headed and we’re proud to help lead them. 📍 June 3 | Javits Center 🔗 https://hubs.la/Q04hwHXc0 #CoterieInsurance #InsurtechInsights #InsuranceInnovation #SMB "
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"When a client says: “I need proof of insurance today.” That’s not a problem anymore. Coterie helps agents quote and bind eligible small business policies in minutes so you can deliver same-day coverage without the underwriting back-and-forth. Fast service builds trust. Fast binding keeps clients moving. #smallbusinessinsurance #independentagent #insuranceagent
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Great conversations happen when leaders make space to listen. During a recent offsite in Nashville, Marc Frenkel, David McFarland and Mark Seich hosted an Ask Me Anything session. Discussions like these speak directly to our core values: passion, integrity, intelligence, and humility. One of the best parts of Coterie’s culture is the openness to share ideas, challenge thinking, and continue learning from each other together. #CoterieCulture #Insurance
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📣 Big news at Coterie Insurance. We’re excited to welcome Brett Saternus as our new Chief Underwriting Officer. With 15+ years of experience spanning specialty carriers, insurtech MGAs, and commercial insurance, Brett brings deep expertise in underwriting strategy, portfolio management, and data-driven growth. His appointment marks another important step as Coterie continues scaling a modern, tech-enabled, small commercial insurance platform built for agents serving small businesses. We’re thrilled to have him on board. Welcome to the team, Brett.
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Great ideas only matter if teams can deliver on them. At Future of Insurance 2026, Paul A. Ziska, Senior Vice President of Claims at Coterie Insurance, will discuss how embedding tech leadership early, defining clear ownership, and streamlining escalation paths can help businesses move faster and innovate smarter. See the full agenda and get your tickets here: https://hubs.la/Q04gFtzk0 #insuranceevent #futureofinsurance #tech
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This week, teams across Coterie came together for two impactful offsite meetings focused on collaboration, strategy, and team connection. The Operations and Claims Team gathered in Nashville, Tennessee. Their work was centered on professional development and cross-functional collaboration. Meanwhile, the Security Team met in Boulder, Colorado for a collaborative offsite focused on strategic planning, operational alignment, and team development. A big thank you to everyone who helped organize and participate in these offsite meetings.Your passion and engagement continue to strengthen our teams and culture. #coterieculture #teamculture
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The playbook for IIAW #InsurCon2026 is simple: find Richard Deal and secure the Coterie swag. 🏈 Spoiler: we’re bringing unique, limited-edition swag to the event, and the early crowd gets the glory. Don’t get left watching highlights after it’s all gone. We are looking forward to seeing WI agents at Lambeau Field on May 20-21. Independent Insurance Agents of Wisconsin (IIAW)
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Coterie Insurance reposted this
Cloud, Cyber Risk and Culture: Build a System That Doesn't Break Everyone's investing in AI. Far fewer can prove the return. At FOI 2026, we're getting into the real ROI conversation - and what it actually takes to put technology at the heart of your business, not just on the roadmap. Chicago. June 25–26. 👉 Explore the agenda: https://lnkd.in/eFUPbCn8 #FOI Paul A. Ziska - Coterie Insurance Grady Behrens - Shift Technology Barrett Callaghan - Shift Technology Laura Boettcher - Hippo Insurance Benjamin Shobert - UnitedHealth Group Adam Fischer - Clearcover Vinita Jajware-Beatty, AccBD - TIWA - Toronto Insurance Women's Association