C
Coterie
Making commercial insurance smarter by offering API-based commercial insurance policies that are flexible and competitively priced
About Coterie
Coterie Insurance is a digital platform that is revolutionizing the commercial insurance sector. It primarily serves small businesses, startups, pre-revenue, and home-based businesses, providing them with an easy and efficient way to quote and bind insurance policies online. The company operates in the commercial insurance market, which has traditionally been characterized by complex processes and antiquated systems.
Coterie Insurance's business model is centered around leveraging data and technology to simplify the insurance process. It offers a digital underwriting platform, which is unique in the market, and allows for quick and easy integration with existing business platforms through its simple and robust APIs. This means businesses can get their insurance up and running faster than ever before.
The company makes money by selling commercial insurance policies. It has streamlined the buying and selling process, making it more efficient and less time-consuming for businesses. This is a significant advantage in a market where slow processes often make profiting from small business insurance difficult.
Coterie Insurance also places a strong emphasis on customer service. It connects businesses with local insurance agents and brokers, ensuring they get the right level of coverage for their needs. The company prides itself on providing a fast and easy application process, accurate and reliable policies, and a top-notch network of agents and brokers.
In summary, Coterie Insurance is a digital commercial insurance provider that uses technology to simplify the insurance process for small businesses. It offers a unique digital underwriting platform and easy integration with existing business platforms, making it a top choice for businesses looking for efficient and reliable insurance solutions.
Source: Dealroom company dataAt a glance
- Status
- Operational
- Founded
- 2018
- Headquarters
- Appleton, United States
- Employees
- 162
- Open positions
- 15
- Dealroom signal
- 87.3/100
- Industry
- Fintech
- Sub-industry
- Insurance
- Sector
- Fintech, SME, Insurtech Distribution and Brokerage, PandC Insurance, Commercial Insurance
- Business model
- Marketplace & ecommerce, SaaS
- Client focus
- b2b, b2c
Knowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| SERIES COther financing | Sep 2025 | — | — | Allianz X | ↗ |
| SERIES BOther financing | Mar 2024 | $27M | $250M | RPM Ventures · Intact Financial Corporation · Hiscox · Weatherford Capital | ↗ |
Financials
Revenue, earnings and other financial measures where available. Years marked “E” are estimates.
Growth signals
Latest recorded traffic for Coterie is 57K monthly website visits, down 16.2% over the last three months. Coterie's team grew 5.2% over the past year.
Open positions
Similar companies
Company identity and context are open; selected comparison metrics preview what is available on the platform.
Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series A13 investors entered at this stage
RPM Ventures
Sure Ventures
Intercept Ventures
Western & Southern Financial Group
Allos Ventures
Frontier Venture Capital
Alpha Edison
Intact Ventures
Lackawanna Insurance Group
Group 1001
Weatherford Capital
Intact Financial Corporation
Hiscox
Series B and later1 investor entered at this stage
Allianz X
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about Coterie on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
See Coterie’s full profile on Dealroom
Request a free trial to see the complete deal history, financials, people graph and growth signals.
Takes under a minute. Already use Dealroom? Log in.