Coterie Integrates with Talage Wheelhouse

Through the integration, Coterie’s producers will have immediate access to user-friendly portals, online checkout capabilities, intuitive agency automation, and optimized agent-customer interactions.

(Image source: Coterie website.)

Coterie (Cincinnati), a digital distributor of small business insurance, has integrated with Talage’s (Reno, Nev.) Wheelhouse platform to extend digital availability and technology tools to independent agents.

Ray Lynch, VP, Digital Agent and Broker Distribution, Coterie.

Coterie is a licensed insurance producer doing business in all 50 states and backed by A.M. Best A-rated insurers and reinsurers specializing in commercial property/casualty coverages for small businesses. Using internally developed proprietary technology, as well as various industry partnerships, Coterie aims to provide a more efficient commercial insurance purchasing experience for small business owners.

“Having firsthand experience  working with agents on small commercial accounts, I can tell you that access to digital tools is not yet widespread,” comments Raymond Lynch, director of digital agent and broker distribution, Coterie. “A lot of insurance purchasing is still done via manual processes, and small commercial insurance, in particular, will benefit from the ability to go digital and automate applicable tasks. This integration with Talage’s Wheelhouse streamlines traditionally manual processes that slow efficiency and increase costs.”

A joint statement from the companies describes the Coterie/Wheelhouse integration as a quick, easy path to providing digital purchasing options specific to the small business segment. Wheelhouse automates traditionally manual tasks in order to enhance the small business insurance purchasing experience and boost agent productivity.

Adam Kiefer, CEO, Talage.

“We appreciate Coterie’s dedication to simplifying the commercial insurance purchasing experience,” comments Adam Kiefer, CEO, Talage. “This is a goal that we share, and we believe by working together, and through integrations such as this one, that commercial insurance can be more effective for business owners and more profitable for providers than ever before. We are looking forward to working with Coterie for years to come.”

Immediate Access to User-Friendly Agent Portals

The joint statement says that Wheelhouse will enable Coterie to more effectively use APIs through a single integration and automates manual processes for faster growth. Through the Wheelhouse integration, Coterie’s producers will have immediate access to user-friendly agent portals, online checkout capabilities, intuitive agency automation, and optimized agent-customer interactions, the statement says.

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Anthony R. O’Donnell // Anthony O'Donnell is Executive Editor of Insurance Innovation Reporter. For nearly two decades, he has been an observer and commentator on the use of information technology in the insurance industry, following industry trends and writing about the use of IT across all sectors of the insurance industry. He can be reached at [email protected] or (503) 936-2803.

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