Coterie partners with Bluevine

Commercial insurance MGA Coterie Insurance announced that Bluevine , a provider of financial services for small businesses, has been added to Coterie Applications’ risk management program, Manage My Risk.

Coterie Applications, the parent company of Coterie Insurance, and Bluevine will work together to help Manage My Risk program-enrolled policyholders better manage financial risk. Additionally, Coterie policyholders who access Manage My Risk can now take advantage of three months of Bluevine’s Premier plan, which includes priority support, exclusive partner perks, and enhanced account tools designed to simplify financial management.

“Insurance must evolve from simply transferring risk to truly helping small businesses manage and reduce it. By integrating Bluevine into the Manage My Risk program, agents can offer clients a holistic approach to resilience; one that extends beyond traditional insurance into financial wellness and operational strength. Expanding risk management capabilities through a relationship with Bluevine is in line with Coterie’s overarching mission to transform small business insurance by combining modern technology with meaningful, everyday value.” – David McFarland, CEO and Founder of Coterie Insurance.

Manage My Risk is available nationwide to all Coterie policyholders with a Business Owners (BOP) or General Liability (GL) policy. Agents can add the solution at binding, and current policyholders may add it at renewal.