Coterie (company)

Coterie (company)

Coterie is an API-based commercial business insurance provider that updates policy changes in real-time.

All edits by  Erin Scherfner 

Edits on 23 Jan, 2021
Erin Scherfner
Erin Scherfner approved a suggestion from Golden's AI on 23 Jan, 2021
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Article

Coterie operates under a "commercial insurance-as-a-service" model with an in-house underwriting department that relays to clients what policy coverages can and cannot be bound together; however, Coterie does have large-scale commercial partners that assist with licenses and capital requirements. The company offers insurance plans that can be used long-term or for short periods of time on a pay as you go service structure similar to Root or MetroMileMetroMile, car insurance-as-a-service companies. Currently, two types of policies are developed by Coterie: professional liability insurance and business owners policies.

Erin Scherfner
Erin Scherfner edited on 22 Jan, 2021
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Infobox (+3 properties)
People (-3 rows) (-6 cells) (-59 characters)
People

Name
Role
LinkedIn

David McFarland

Founder

Kevin Mackey

Founder

Tim Metzner

Founder

Infobox
Key people
Kevin Mackey
Erin Scherfner
Erin Scherfner edited on 22 Jan, 2021
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Article

Coterie is a commercial company developing API-based insurance broker offering business insurance plans using data-integration and automation to determine the coverage needed for a given business. The company was founded in July of 2018 by David McFarland, Tim Metzner, and Kevin Mackey.

Erin Scherfner
Erin Scherfner edited on 22 Jan, 2021
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Infobox (+1 properties)
Infobox
Erin Scherfner
Erin Scherfner edited on 22 Jan, 2021
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Article (+1 videos) (+24 characters)
Article

Erin Scherfner
Erin Scherfner edited on 22 Jan, 2021
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Timeline (+2 events) (+449 characters)
Further reading (+3 rows) (+15 cells) (+617 characters)
Further reading

Title
Author
Link
Type
Date

Coterie raises $8.5M to build 'commercial insurance as a service'

Alex Wilhelm

Web

March 20, 2020

Interview with David McFarland, CEO and founder of Coterie Insurance

Josiah Motley

Web

May 8, 2020

This Entrepreneur Loved Insurance So Much He Made a Startup to Do It Better

Mark Payne

Web

December 13, 2018

Timeline

October 22, 2020

Coterie announced that it has teamed up with Intuit QuickBooks to deliver business insurance to QuickBooks customers through the QuickBooks Online small business platform.

March 25, 2020

Ohio Commercial Insurance Insurtech, Coterie, Raises $8.5M in Financing

Cincinnati, Ohio-based insurtech Coterie, which specializes in commercial insurance, has closed an oversubscribed Series A financing round totaling $8.5 million from RPM Ventures, Allos Ventures, and others.

Erin Scherfner
Erin Scherfner edited on 22 Jan, 2021
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Article (+346 characters)
Article

As an online-based company, Coterie advertises itself as "a company providing insurance through tools businesses already use." The company does not require businesses to work with a live agent, instead, a business owner inputs their coverage needs into the platform and Coterie returns a plan in real-time that can be made effective immediately.

Erin Scherfner
Erin Scherfner edited on 22 Jan, 2021
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Article
Overview

Coterie is a commercial company developing API-based business insurance plans using data-integration and automation to determine the coverage needed for a given business. The company was founded in July of 2018 by David McFarland, Tim Metzner, and Kevin Mackey.

Coterie operates under a "commercial insurance-as-a-service" model with an in-house underwriting department that relays to clients what policy coverages can and cannot be bound together; however, Coterie does have large-scale commercial partners that assist with licenses and capital requirements. The company offers insurance plans that can be used long-term or for short periods of time on a pay as you go service structure similar to Root or MetroMile, car insurance-as-a-service companies. Currently, two types of policies are developed by Coterie: professional liability insurance and business owners policies.

Erin Scherfner
Erin Scherfner edited on 22 Jan, 2021
Edits made to:
Topic thumbnail

Coterie (company)

Coterie is an API-based commercial business insurance provider that updates policy changes in real-time.

Erin Scherfner
Erin Scherfner edited on 22 Jan, 2021
Edits made to:
People (+1 rows) (+2 cells) (+18 characters)
People

Name
Role
LinkedIn

Tim Metzner

Founder

Erin Scherfner
Erin Scherfner edited on 22 Jan, 2021
Edits made to:
Infobox (+1/-1 properties)
Infobox
Investors
Frontier Ventures
Investors
Draper Frontier Venture Capital
Erin Scherfner
Erin Scherfner edited on 22 Jan, 2021
Edits made to:
Description (+104 characters)
Topic thumbnail

Coterie (company)

Coterie is an API-based commercial business insurance provider that updates policy changes in real-time.

Erin Scherfner
Erin Scherfner edited on 22 Jan, 2021
Edits made to:
Infobox (+7 properties)
Infobox
Investors
Western & Southern Financial Group
Erin Scherfner
Erin Scherfner edited on 22 Jan, 2021
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Infobox (+10 properties)
Infobox
Competitors
Comtec
Erin Scherfner
Erin Scherfner edited on 22 Jan, 2021
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Infobox (+1 properties)
Infobox
Founded date
July 31, 2018
Erin Scherfner
Erin Scherfner edited on 22 Jan, 2021
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Infobox (+2 properties)
Infobox
Email address
info@coterieinsure.com
Phone number
+1 513-440-4044
Erin Scherfner
Erin Scherfner edited on 22 Jan, 2021
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Infobox (+1/--1 properties)
Infobox
Full address
7817 Cooper Road, Suite B, Cincinnati, OH 45242 United States
Number of Employees (ranges)
20–49
Erin Scherfner
Erin Scherfner edited on 22 Jan, 2021
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Infobox (+1 properties)
Infobox
Legal name
Coterie Applications, LLC
Erin Scherfner
Erin Scherfner edited on 22 Jan, 2021
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Infobox (+3 properties)
Infobox
Erin Scherfner
Erin Scherfner edited on 22 Jan, 2021
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Infobox (+3 properties)
Infobox
Founder
Kevin Mackey
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