Coterie allows you to see other producers' activity within your agency so you can finish quotes or download policy documents
How to see other producers' quotes:
1. Log into Dashboard: https://dashboard.coterieinsurance.com/login
2. Go to the Quotes page on the left navigation. Once you are on the Quotes page, click on the drop-down under the Filter by Users tab on the right side.
When you select a producer from your agency from the drop-down you will access that producer's active or archived quotes. Now you will be able to make edits and complete the quote.
How to see other producers' policies:
1. Log into Dashboard: https://dashboard.coterieinsurance.com/login
2. Go to the Quotes page on the left navigation. Once you are on the Policies page, click on the drop-down under the Filter by Users tab on the right side.
When you select a producer from your agency from the drop-down you will access that producer's polices. Now you will be able to download policy documents, generate COIs or submit a change request. View this article for more information.
FAQs:
If a quote got started with another producer, can I bind it under my name?
Yes! Check out this article for more information.