Coterie Advisory Group, Inc. Employee Directory

Q: What is Coterie Advisory Group, Inc. known for?

Coterie Advisory Group, Inc. was founded in 2016. Coterie Advisory Group, Inc. operates in the Insurance industry.

Q: How many employees does Coterie Advisory Group, Inc. have currently?

Coterie Advisory Group, Inc. has approximately 16 employees.

InsuranceArizona, United States11-50 Employees

Coterie Advisory Group, Inc. is an Arizona-based, insurance program manager and consultative advisor who delivers Affordability-Based Medical Plan Strategies to help benefit brokers and employers in the benefits industry.
 
The founders of Coterie Advisors are comprised of a team of insurance and benefits professionals who since 1990, have dedicated their careers to Affordability-Based Medical Plans. They have held various Leadership and Executive roles at multiple insurance carriers, agencies, and platform administrators. They have decades of experience working with some of the nation’s largest service industry employers and understand the unique needs of a variable hour workforce made up of part-time, hourly, and seasonal employees.
 
Coterie Advisor’s unique and proprietary Affordability-Based Medical Plans (Fundamental Care®) include fully-insured limited-benefit indemnity plans, level-funded limited-day plans, MEC, and MVP which solve real-world problems, make a meaningful difference in consumers' lives, and have a track record of being market-leading and market-changing. Their drive has helped thousands of employers and millions of individuals obtain quality, affordable care.

Find Coterie Advisory Group, Inc. employees' phone numbers or email addresses

Coterie Advisory Group, Inc. Global Highlights

North America
15

United States Of America
15

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Coterie Advisory Group, Inc.'s Leadership

B. B.
Vice President Of Operations
Mobile Phone
Email
A. C.
President & Co-Founder
Mobile Phone
Email
M. L.
Partner And Executive Vice President Of National Sales
Mobile Phone
Email
T. C.
Partner
Mobile Phone
Email
S. M.
Senior Vice President
Mobile Phone
Email
T. B.
National Sales Director
Mobile Phone
Email
M. C.
National Sales Director
Mobile Phone
Email
A. B.
Director Of Administration
Mobile Phone
Email

Contact profiles from Coterie Advisory Group, Inc.

Name

Title

Contact Info

Location

Last Update

Z. R.
Sales Representative
Mobile Phone
Email
United StatesArizona
Nov 17, 2025
E. B.
Marketing Coordinator
Mobile Phone
Email
United StatesArizona
Oct 22, 2025

Frequently Asked Questions

What is Coterie Advisory Group, Inc. known for?

Coterie Advisory Group, Inc. was founded in 2016 operates in the Insurance industry. Explore Coterie Advisory Group, Inc.'s company overview page for more information.

What is Coterie Advisory Group, Inc.'s most common email format?

Coterie Advisory Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coterie Advisory Group, Inc. email formats with LeadIQ.

How many employees does Coterie Advisory Group, Inc. have currently?

Coterie Advisory Group, Inc. has approximately 16 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Coterie Advisory Group, Inc.'s key employees and leadership?

As of December 2025, Coterie Advisory Group, Inc.'s key employees include:

Vice President Of Operations: B. B.
President & Co-Founder: A. C.
Partner And Executive Vice President Of National Sales: M. L.
Partner: T. C.
Senior Vice President: S. M.

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