Coterie Expands “Manage My Risk” Program with Addition of Bluevine

Coterie Insurance, a tech-enabled managing general agent (MGA) specializing in property and casualty coverage for small businesses, announced the addition of Bluevine to its Coterie Applications’ Manage My Risk program. Bluevine is the largest small business banking platform in the U.S., and its inclusion aims to make digital banking and financial tools more accessible to… Continue reading Coterie Expands “Manage My Risk” Program with Addition of Bluevine

Annuity Customer Satisfaction Declines Amid Digital and Onboarding Challenges

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The study shows overall satisfaction fell by six points year over year (on a 1,000-point scale), largely due to issues experienced by newer clients and limitations in digital tools.