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Coterie's Overview

Total employees105
HeadquartersCincinnati
Founded2018

Coterie Insurance is an insurtech company focused on transforming small business insurance. By leveraging technology, Coterie provides a fast, simple, and affordable way for agents, brokers, and partners to quote and bind commercial insurance policies. Their offerings aim to eliminate the traditional complexities and delays associated with small business coverage, empowering distributors with efficient digital tools and APIs for General Liability, Business Owner's Policy (BOP), and Professional Liability.

Where is Coterie's Headquarters?

HQ Function

The headquarters serves as the primary center for executive leadership, strategic planning, product development, engineering, underwriting innovation, and partner support operations.

Notable Features:

Modern office space designed to foster collaboration and innovation, reflecting its tech-forward approach. It supports a hybrid work model, catering to both in-office and remote team members.

Work Culture:

Coterie cultivates a dynamic, agile, and innovative work culture. There is a strong emphasis on collaboration, speed, and simplicity, empowering employees to contribute to revolutionizing small business insurance. The environment is customer-centric and technology-driven.

HQ Significance:

The Cincinnati headquarters anchors Coterie's operations in a strategic location with access to a strong talent pool in both technology and insurance, facilitating its mission to simplify commercial insurance.

Values Reflected in HQ: The headquarters likely reflects Coterie's core values of innovation, efficiency, transparency, and collaboration, providing an environment conducive to developing cutting-edge insurance solutions.

Location:

Coterie Insurance currently focuses its operations and services primarily within the United States, offering its commercial insurance products in all 50 states. Its global functions are supported by its US-based team, which includes a significant number of remote employees across the country. While currently US-centric, its technology-driven platform has the potential for future international scalability.

Street Address:

8044 Montgomery Rd, Suite 440

City:

Cincinnati

State/Province:

OH

Country:

USA

Coterie's Global Presence

Various (Remote), USA

Address: Distributed Workforce Model across the United States

To attract and retain top talent from diverse geographical locations nationwide, fostering flexibility, diverse perspectives, and enabling the company to scale its operations efficiently without geographical constraints on talent.

Buying Intent Signals for Coterie

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Coterie

As of April 2025, Coterie' leadership includes:

David McFarland - Co-Founder & CEO
Kevin Jamison - Co-Founder & Chief Product Officer
Pete Buccola - Chief Insurance Officer
Paul Bessire - Chief Data Officer
Phillip Bower - VP of Engineering

Investors of Coterie

Coterie has been backed by several prominent investors over the years, including:

Ribbit Capital
Weatherford Capital
Group 1001
Alpha Edison
XYZ Venture Capital
Intact Ventures
Galloway Capital Partners
RPM Ventures

Executive New Hires/Exits in the Last 12 Months

Hire1
Exits0

Coterie Insurance has focused on strengthening its leadership, particularly in data and strategy. Over the past 12-18 months, a key hire includes a Chief Data Officer. There have been no major publicly announced executive departures during this period.

New Appointments:

Paul Bessire, Paul Bessire was appointed as Chief Data Officer to spearhead Coterie's data strategy, analytics, and AI initiatives, enhancing its underwriting and product capabilities.

Technology (Tech Stack) used by Coterie

Discover the tools Coterie uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Coterie Email Formats and Examples

Coterie Insurance most likely uses standard corporate email formats, typically combining an employee's first name and last name, or first initial and last name, with their domain '@coterieinsurance.com'.

[first].[last]@coterieinsurance.com or [first_initial][last]@coterieinsurance.com

Format

jane.doe@coterieinsurance.com

Example

85%

Success rate

News and media

CoveragerOctober 26, 2023

Coterie Insurance Partners with Talage to Expand Small Business Insurance Access

Coterie Insurance announced a partnership with Talage, a provider of digital distribution software solutions for commercial insurance. This collaboration aims to make Coterie's small business insurance products more accessible to agents using Talage's Wheelhouse platform....more

PR NewswireAugust 2, 2023

Coterie Insurance and Briza Announce Partnership to Streamline Commercial Insurance Quoting and Binding

Coterie Insurance and Briza, a commercial insurance-as-a-service API provider, have partnered to offer Coterie's products through Briza's platform. This integration enables faster, more streamlined quoting and binding for small business insurance policies....more

Business WireMay 15, 2023

Coterie Insurance Announces Former NAMIC CEO Chuck Chamness Joins Board of Directors

Coterie Insurance announced that Chuck Chamness, former President and CEO of the National Association of Mutual Insurance Companies (NAMIC), has joined its Board of Directors, bringing extensive industry leadership and experience to the company....more

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