Overview of the Partnership
Coterie Applications, the parent company of Coterie Insurance, will collaborate with Bluevine to help Manage My Risk policyholders improve financial risk management. As part of the program, Coterie policyholders can now receive three months of Bluevine’s Premier plan, which includes priority support, exclusive partner perks, and enhanced account tools for simplified financial management.
This expansion underscores Coterie’s ongoing commitment to offering comprehensive risk management solutions for small business policyholders. Earlier in 2025, Coterie added SmarterRisk — an analytics-driven risk assessment platform—to the Manage My Risk program. Both partnerships support Coterie’s mission to empower agents and brokers with modern tools that help small businesses strengthen resilience and growth.
Executive Perspective
“Insurance must evolve from simply transferring risk to truly helping small businesses manage and reduce it,” said David McFarland, CEO and Founder of Coterie Insurance. “By integrating Bluevine into the Manage My Risk program, agents can offer clients a holistic approach to resilience; one that extends beyond traditional insurance into financial wellness and operational strength. Expanding risk management capabilities through a relationship with Bluevine is in line with Coterie’s overarching mission to transform small business insurance by combining modern technology with meaningful, everyday value.”
Benefits for Agents and Policyholders
The Manage My Risk program enables agents working with Coterie to provide ongoing policy enhancements that address everyday challenges for small businesses. With the addition of Bluevine, the program now offers resources focused on financial education, smart banking, and improved access to capital — areas that align closely with the needs of today’s entrepreneurs.
The program is available nationwide to Coterie policyholders holding a Business Owners (BOP) or General Liability (GL) policy. Agents can include the solution when binding new policies, and existing policyholders can add it during renewal.
About Coterie Insurance
Coterie Insurance is a tech-enabled, data-powered MGA providing commercial property and casualty coverages for small business owners in all 50 states. Its technology supports a rapid, transparent, and accurate quote-to-bind process, delivering opportunities for agents and appropriate coverage for small businesses on demand.
About Bluevine
Bluevine is the largest small business banking platform in the U.S., serving as a financial operating system for startups and small businesses. Through a single account, users can earn, save, borrow, and manage funds without visiting a physical branch. Bluevine’s integrated product suite includes high-yield business checking, accounts payable, debit and credit cards, loans, and lines of credit.
Since its founding in 2013, Bluevine has served more than 750,000 customers, delivered over $17 billion in loans, and manages over $1.5 billion in customer deposits. More information is available at bluevine.com.