Adding Your Broker Codes
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      Coterie - Find direct appointment information

      What you need

      For Coterie to recognize that a submission belongs to you, you need to upload the following to the Broker Configuration (Settings > Broker Configuration):

      • Email : Required by Coterie to identify the agent within the agency generating the quote.
      • Agency Id: This is a UUID assigned by Coterie to your Agency. Eg: 14e2649f-a024-45be-8a9b-e0674797455d
        • CoverForce will automatically find the AgencyId linked to your email if one exists.

       

      Where to find it

      Currently, in order to quote Coterie insurance products digitally you need to identify your AgencyId along with the email you use to login. In order to identify the Agency Id follow these instructions:

      • Agent Email: This is the email the agent uses to login to the Coterie Agent Portal (https://dashboard.coterieinsurance.com/)
      • Agency Id:
        1. Automatically determined by CoverForce when you enter your Coterie Agent Email.
        2. If we cannot find it we will return an error. You can reach out to support@coverforce.com for further help