Coterie Integrates QuickBooks To Help SMEs

Coterie Insurance, the insurtech simplifying small business insurance, has announced an expanded integration with QuickBooks Insurance to further deliver fast and easy small business insurance via the QuickBooks Online platform financial management system that helps small businesses succeed.  The integration provides an even simpler user experience than the initial integration along with enhanced features.

“Our goal is to enable customers to benefit from being a part of our ecosystem,” said Parth Shukla, head of marketing for QuickBooks Insurance. “With an enhanced experience around selecting and receiving insurance, small businesses will have less to do and more time to focus on what matters.”

While Coterie Insurance strongly supports small businesses seeking the counsel and expertise of an insurance agent or broker, with QuickBooks Insurance, becoming insured online in minutes is easy and convenient. Accessible via the Insurance tab from within QuickBooks, customers will have access to Coterie-provided insurance offerings.

“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,” said Christina Lehman, Director of Digital Partnerships at Coterie Insurance. “By embedding into a platform they already use, small businesses can easily get insurance when and where it’s convenient.”

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.

For more information on QuickBooks Insurance, please visit the QuickBooks blog.

About alastair walker 10158 Articles
20 years experience as a journalist and magazine editor. I'm your contact for press releases, events, news and commercial opportunities at Insurance-Edge.Net

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