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

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* 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

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* 3. When shopping for your insurance policy, was access to a mobile app or online portal part of your purchasing decision?

Yes

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* 4. Can we contact you about your experience with Coterie Insurance?

Yes

Would you be interested in a Policyholder Portal?

Question Title

* 1. Do you prefer to make changes to your policy by yourself or go through an agent?

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* 2. Which of the following actions would be most important to you in a Policyholder Portal (CHOOSE 3)

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* 3. When shopping for your insurance policy, was access to a mobile app or online portal part of your purchasing decision?

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* 4. Can we contact you about your experience with Coterie Insurance?

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* 5. If you answered yes to the previous question, please provide your email address.

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* 6. Share any other thoughts or concerns with us.