Coterie Insurance - InsurTech Innovation Award 2022

1. The
SimplyBind
Experience
SimplyBind by Coterie Insurance
By Coterie Insurance

2. With just a simple name and address, agents:
 validate business details
 tailor coverage for their customer's
needs
 bind coverage instantly
The
SimplyBind
Experience
Coterie uses data in real-time to identify, qualify, evaluate,
and bind insurance for small businesses - consistently and
transparently.

3. Manufacturing
Insurance Digitally
SimplyBind by Coterie Insurance
 Identify the business
 Classify the risk & determine appetite
 Confirm risk eligibility
 Evaluate and score the risk exposures
 Dynamically recommend coverage extensions
 Risk-specific pricing and exclusions
“We use data to answer our own underwriting questions
so the agent can focus on advising and selling.”

4. Impact
to
Agent
SimplyBind by Coterie Insurance
Respond to
customers
instantly
Provide a solution
to customers when
they need it most
We answer our
own underwriting
questions
Grow
profitably
No time-
consuming apps
or unproductive
carrier interactions
Increase quote
thruput by 10Xs
Digital
intelligence
All quotes are
bindable
Coverage tailored
by industry and
each risk
Love that you are doing the work and providing the
data for us to verify.
Coterie Agent
06/30/2022

5. Save Time with
SimplyBind
10X
quote throughput
75%
less total time

6. Business Name
• legal or DBA name
• 3rd Party data vendor classifies business name
Business Address
• Complete address including state and zip.
• 3rd party vendor verifies business address
SimplyBind by Coterie Insurance

7. SimplyBind by Coterie Insurance

8. SimplyBind by Coterie Insurance