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Coterie Insurance Stock

Coterie Insurance provides small business insurance solutions that streamline coverage and underwriting for agents, brokers, and owners.

About Coterie Insurance Stock

Founded

2018

Headquarters

Appleton, WI, US

Industries

Software, Artificial Intelligence, Data and Analytics

Coterie Insurance offers small business insurance solutions focused on simplifying coverage and underwriting for agents, brokers, and business owners. It provides products such as General Liability, Business Owners Policy (BOP), Professional Liability (Errors & Omissions), Cyber Insurance, and workplace violence coverage. Policies are often available immediately via a digital underwriting platform that pulls data from public sources to prefill applications and deliver bindable quotes. The company works through agents and brokers to help match risk profiles with suitable coverage options. It offers support services, including a producer dashboard, appetite guides, API integration, policy document access, and a customer service team for claims and policy help.

Coterie Insurance Management

Leadership team at Coterie Insurance

Founder & CEO

David McFarland

Co-founder and Chief Strategy Officer

Tim Metzner

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  • Coterie Insurance Research Report from SACRA Research
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