Would you be interested in a Policyholder Portal?
Help us determine which features our Policyholders would most benefit from in a Policyholder Portal. A Policyholder Portal is a tool where you could view and update policy, billing, and claims information at any time.
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1.
Do you prefer to make changes to your policy by yourself or go through an agent?
Agent
By myself
2.
Which of the following actions would be most important to you in a Policyholder Portal (CHOOSE 3)
File and manage claims
Add/update payment information
View/print certificate of insurance
Add additional insured (other individuals or entities who might need to be covered by the policy)
Update/change policy limits and coverages
Update Policyholder information
Cancel your policy
Update my contact and mailing address information
3.
When shopping for your insurance policy, was access to a mobile app or online portal part of your purchasing decision?
Yes
No
4.
Can we contact you about your experience with Coterie Insurance?
Yes
No
5.
If you answered yes to the previous question, please provide your email address.
6.
Share any other thoughts or concerns with us.
Current Progress,
0 of 6 answered