Coterie Insurance, the InsurTech that aims to simplify small business insurance, has expanded its integration with QuickBooks Insurance.
Coterie said it is on a mission to make small business insurance easy. Through tech-based business insurance solutions, Coterie said it delivers simpler coverage, more accurate pricing, and a streamlined experience.
QuickBooks uses artificial intelligence (AI) to recommend the best insurance policy to customers based on relevant information that already exists within QuickBooks and their unique insurance needs. This information helps QuickBooks find the right provider and expedite the application process. Once customers purchase an insurance policy, they can view key details of the policy and provider in their QuickBooks account.
With the full integration, users will now have an improved quote and bind process as the entire process of getting insurance happens within the QuickBooks experience. In addition, customers now have the option to select enhanced coverages and add endorsements when purchasing a policy. To further ease the process, policy documents can be saved within their QuickBooks account within seconds of buying a policy.
Christina Lehman, director of digital partnerships at Coterie Insurance, said, “Together, Coterie and Intuit will be able to help small businesses who might find getting insurance to be a burdensome and tedious task that takes too much time. By embedding into a platform they already use, small businesses can easily get insurance when and where it’s convenient.”
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