Insights

Strategic Partnerships Coterie demonstrates active partnership expansion with Insurance Canopy and Allianz Re, signaling a receptive market for collaborative distribution and reinsurance-backed offerings that can be leveraged to expand agency relationships and cross-sell opportunities.

Agency Growth Leadership hires a new CRO and CMO-like focus on revenue strategy indicate a push to accelerate growth through the independent agency channel, presenting opportunities to onboard additional agency partners and premium volume.

Product Expansion Launch of Businessowners Policies and General Liability through a major carrier partner (Progressive) shows willingness to broaden coverage options for small businesses, creating upsell paths for agents seeking one-stop shop solutions.

Tech Enablement A tech-enabled, data-powered MGA with fast quotes and bindable quotes under a minute, plus a modern tech stack, presents opportunities to target tech-forward agencies and digital brokers seeking efficient underwriting and faster cycle times.

Recognition & Retention Consistent Best Places to Work awards and Ivans Spark Gold indicate strong employee engagement and operational credibility, which can be highlighted in partner pitches to reassure agencies about stability and performance as they scale.

Similar companies to Coterie Insurance

Coterie Insurance Tech Stack

Coterie Insurance uses 8 technology products and services including Crazy Egg, Microsoft Power Automate, Power BI, and more. Explore Coterie Insurance's tech stack below.

Media & News

Coterie Insurance's Email Address Formats

Coterie Insurance uses at least 3 email formats:
Coterie Insurance Email FormatsExamplePercentage
First@coterieinsurance.comJohn@coterieinsurance.com
64%
First.Last@coterieinsurance.comJohn.Doe@coterieinsurance.com
25%
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 August 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 August 2026, Coterie Insurance has approximately 162 employees across 3 continents, including North America, South America and Africa. Key team members include Vice President Of Infrastructure: O. K., Director Of Commercial Lines Portfolio: R. Z. and 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 Crazy Egg, Microsoft Power Automate, Power BI, GitHub, Jenkins, Smartsheet, Zoom and Atlassian Confluence.

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 August 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, 2025 as a Series C.

  • $500M - $1B

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

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