Insights

Strategic Partnerships Coterie has demonstrated a strong willingness to form strategic partnerships with major players in the industry, such as Allianz Re and Progressive. This indicates an openness to channel and reinsurance collaborations, presenting opportunities to pitch co-branded programs, expanded distribution, and joint underwriting initiatives to similar carriers and reinsurers.

Channel Expansion Recent leadership appointments and a focus on accelerating growth in the independent agency channel suggest a priority on expanding agent and broker relationships. Sales teams should target mid-market independent agencies and MGA distribution partners to leverage Coterie's tech-enabled quoting platform and fast bindable quotes.

Product Deployment New BOP and GL offerings through Progressive indicate a move toward broader small business product coverage via partner ecosystems. There is a sales opening to propose additional lines, cross-sell opportunities, and value-added products to existing agency partners using Coterie’s streamlined underwriting and pricing capabilities.

Technology Advantage Coterie’s instant pricing and bindable quotes in under a minute, combined with a modern tech stack and data-powered MGA model, positions it as a tech-forward partner. A selling point is its efficiency and digital experience to win and retain small business clients through digital-first distribution.

Market Position With substantial revenue and significant funding, plus industry accolades as a top workplace, Coterie is well-positioned for growth in small commercial insurance. Prospecting can emphasize stability, scale, and the ability to support agency partners with predictable terms, favorable commissions, and growth incentives.

Coterie Insurance Tech Stack

Coterie Insurance uses 8 technology products and services including Pendo, jQuery CDN, cdnjs, and more. Explore Coterie Insurance's tech stack below.

  • Pendo
    Analytics
  • jQuery CDN
    Content Delivery Network
  • cdnjs
    Content Delivery Network
  • CRM+
    Customer Relationship Management
  • Microsoft Excel
    Editors
  • Cypress.io
    Testing And Qa
  • Microsoft IIS
    Web Servers
  • AddThis
    Widgets

Media & News

Coterie Insurance's Email Address Formats

Coterie Insurance uses at least 1 format(s):
Coterie Insurance Email FormatsExamplePercentage
First@coterieinsurance.comJohn@coterieinsurance.com
63%
First.Last@coterieinsurance.comJohn.Doe@coterieinsurance.com
26%
Last@coterieinsurance.comDoe@coterieinsurance.com
11%

Frequently Asked Questions

What is Coterie Insurance's official website and social media links?

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Coterie Insurance's official website is coterieinsurance.com and has social profiles on LinkedIn.

How much revenue does Coterie Insurance generate?

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As of July 2026, Coterie Insurance's annual revenue is estimated to be $500M - $1B.

What is Coterie Insurance's NAICS code?

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Coterie Insurance's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Coterie Insurance have currently?

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As of July 2026, Coterie Insurance has approximately 162 employees across 3 continents, including North AmericaSouth AmericaAfrica. Key team members include Vice President Of Infrastructure: O. K.Director Of Commercial Lines Portfolio: R. Z.Director Of Business Analysis: B. J.. Explore Coterie Insurance's employee directory with LeadIQ.

What industry does Coterie Insurance belong to?

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Coterie Insurance operates in the Insurance industry.

What technology does Coterie Insurance use?

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Coterie Insurance's tech stack includes PendojQuery CDNcdnjsCRM+Microsoft ExcelCypress.ioMicrosoft IISAddThis.

What is Coterie Insurance's email format?

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Coterie Insurance's email format typically follows the pattern of First@coterieinsurance.com. Find more Coterie Insurance email formats with LeadIQ.

How much funding has Coterie Insurance raised to date?

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As of July 2026, Coterie Insurance has raised $97M in funding. The last funding round occurred on Sep 11, 2025.

When was Coterie Insurance founded?

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Coterie Insurance was founded in 2018.
Coterie Insurance logo

Coterie Insurance

InsuranceWisconsin, United States51-200 Employees

Coterie Insurance is an insurance company based in Appleton, Wisconsin, operating as a tech-enabled managing general agent (MGA) that specializes in property and casualty commercial insurance for small businesses. The company serves insurance agents and brokers across the United States, using a platform that provides pricing and bindable quotes in under one minute. It pursues a partnership-based approach to help insurance professionals unlock revenue in the small commercial space. The organization has 51-200 employees and maintains its website at https://coterieinsurance.com. Recent developments include leadership appointments—Mark Seich as Chief Revenue Officer in January 2026 and Brett Saternus as Chief Underwriting Officer in May 2026—and partnerships with Progressive Insurance to offer BOP and GL products, as well as a collaboration with BlueVine.

Section iconCompany Overview

NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2018
Employees
51-200

Section iconFunding & Financials

  • $97M

    Coterie Insurance has raised a total of $97M of funding over 6 rounds. Their latest funding round was raised on Sep 11, 2025as a series_c.

  • $500M - $1B

    Coterie Insurance's revenue is estimated to be in the range of $500M - $1B

Section iconFunding & Financials

  • $97M

    Coterie Insurance has raised a total of $97M of funding over 6 rounds. Their latest funding round was raised on Sep 11, 2025as a series_c.

  • $500M - $1B

    Coterie Insurance's revenue is estimated to be in the range of $500M - $1B

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