
Coterie Insurance
Founded Year
2018Stage
Series C | AliveTotal Raised
$99.26MMosaic Score The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.
-28 points in the past 30 days
About Coterie Insurance
Coterie Insurance provides small business insurance within the commercial insurance sector. The company offers products including business owners policies, general liability, professional liability, and cyber insurance, facilitated through a digital platform that enables quotes. Coterie Insurance serves independent agents and brokers, providing them with resources for the insurance process. It was founded in 2018 and is based in Appleton, Wisconsin.
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Coterie Insurance's Product Videos
ESPs containing Coterie Insurance
The ESP matrix leverages data and analyst insight to identify and rank leading companies in a given technology landscape.
The insurtech managing general agents — commercial lines property & casualty market comprises insurtech managing general agents (MGAs) that provide commercial lines property & casualty (P&C) insurance. These companies primarily focus on niche coverage areas such as (but not limited to) commercial flood, drone coverage, fleet insurance, professional liability, and more. Also included in this market…
Coterie Insurance named as Leader among 14 other companies, including SageSure, Vouch, and Ledgebrook.
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Research containing Coterie Insurance
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned Coterie Insurance in 2 CB Insights research briefs, most recently on Aug 28, 2024.

Aug 28, 2024 report
Insurtech 50: The most promising insurtech startups of 2024
Feb 23, 2024
The B2C US insurtech market mapExpert Collections containing Coterie Insurance
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Coterie Insurance is included in 6 Expert Collections, including SMB Fintech.
SMB Fintech
1,586 items
Insurtech
4,636 items
Companies and startups that use technology to improve core and ancillary insurance operations. Companies in this collection are creating new product architectures, improving underwriting models, accelerating claims and creating a better customer experience
Fintech
9,809 items
Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.
Insurtech 50
100 items
Fintech 100
100 items
Insurtech 50 (2024)
50 items
Report: https://www.cbinsights.com/research/report/top-insurtech-startups-2024/
Latest Coterie Insurance News
Oct 27, 2025
Provides growth opportunities for independent agencies focused on small business coverage. October 27, 2025 17:14 ET Coterie Insurance APPLETON, Wis., Oct. 27, 2025 (GLOBE NEWSWIRE) -- In a release issued under the headline "Coterie Insurance Partners with SIAA to Expand Access to Innovative SMB Insurance Solutions" on Thursday, October 16th by Coterie Insurance, please note that the stat in paragraph 4 was updated to reflect 2024 instead of 2023, and the quote attribution in paragraph 6 was changed from Jeff Holmes to Doug Allenbaugh. The corrected release follows: Coterie Insurance (Coterie) , a tech-enabled, data-powered managing general agent (MGA), is pleased to announce a new strategic partnership with the SIAA - The Agent Alliance, the largest national alliances of independent insurance agencies in the United States. This partnership brings Coterie’s fast, modern small business (SMB) insurance solutions to SIAA’s expansive network of independent agencies, helping agents deliver real-time quoting, simplified underwriting, and access to small commercial insurance products. Coterie joins SIAA’s portfolio of partner companies as part of a shared vision to support local agencies through operational support, the development of timely products, and solutions that drive growth. “Partnering with SIAA will bring our small business insurance products to thousands of agencies across the country,” said John Poucher, SVP, Agency Distribution at Coterie Insurance. “SIAA has a long-standing reputation for helping independent agencies compete and win, and together we can equip agents with what they need to thrive in the small commercial space—speed, simplicity, and accuracy.” SIAA’s model has helped thousands of independent agencies increase their income and scale their operations through access to competitive markets and strategic partnerships. In 2024 alone, SIAA reported $16.7 billion in in-force premium written by its member agencies. As part of the alliance, SIAA member agencies will now have access to Coterie’s seamless quote-to-bind experience, expansive appetite for small businesses, and embedded tools that eliminate friction from the underwriting process. “At Coterie, we’re committed to removing the barriers that prevent agents from succeeding in small commercial,” said David McFarland, CEO of Coterie Insurance. “This partnership with SIAA empowers independent agencies to reach more small businesses with less complexity. Together, we’re helping agents grow their business, expand their impact, and deliver a better insurance experience to Main Street America.” “Our members are constantly looking for ways to better serve small business clients, and Coterie delivers a digital-first experience that makes doing so easier and more efficient,” added Doug Allenbaugh, Chief Partnership Officer at SIAA. “This partnership is a win for our agencies and a natural alignment of values—we both believe in empowering agents to grow their business while serving their communities.” About Coterie Insurance (Coterie) Coterie Insurance (Coterie) is a tech-enabled, data-powered managing general agent (MGA) providing commercial property and casualty (P&C) coverages for small business (SMB) owners. Coterie’s technology enables a transparent, accurate, and rapid quote-to-bind process that results in opportunities for agents and the right coverage for small businesses, on-demand. For more information about Coterie, its products, or becoming an appointed agent, please visit www.coterieinsurance.com . Media Contact:
Coterie Insurance Frequently Asked Questions (FAQ)
When was Coterie Insurance founded?
Coterie Insurance was founded in 2018.
Where is Coterie Insurance's headquarters?
Coterie Insurance's headquarters is located at 181 South RiverHeath Way, Appleton.
What is Coterie Insurance's latest funding round?
Coterie Insurance's latest funding round is Series C.
How much did Coterie Insurance raise?
Coterie Insurance raised a total of $99.26M.
Who are the investors of Coterie Insurance?
Investors of Coterie Insurance include Allianz X, RPM Ventures, Intact Ventures, Weatherford Capital Management, Hiscox USA and 11 more.
Who are Coterie Insurance's competitors?
Competitors of Coterie Insurance include Next Insurance, Rainbow, Foxquilt, Pathpoint, Joyn Insurance and 7 more.
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Compare Coterie Insurance to Competitors

Joyn Insurance focuses on underwriting commercial insurance in the small and middle market sectors. The company offers general liability and property insurance, using technology, data, and expertise to deliver a transparent and efficient insurance experience. Joyn Insurance primarily serves sectors such as real estate, manufacturing, services, wholesale, retail, and artisan contractors. It was founded in 2020 and is based in Sacramento, California.

Hiscox USA specializes in small business insurance across various industries, offering a range of specialty risk solutions. The company provides essential coverage such as general liability, professional liability, and business owner policies, as well as cyber security and workers' compensation insurance. Hiscox USA caters to a diverse clientele, including professions in architecture, engineering, health and wellness, consulting, and artisan subcontracting. It was founded in 1901 and is based in Atlanta, Georgia.
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Coverdash is a digital business insurance agency that specializes in providing tailored insurance solutions for various business sectors. The company offers a range of products, including general liability, business owner's policies, workers' compensation, cyber, professional, and management liability insurance. Coverdash primarily serves small businesses, startups, e-commerce merchants, and freelancers. It was founded in 2022 and is based in New York, New York.
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