Agency Information

COTERIE INSURANCE AGENCY LLC

Address:

181 S RIVERHEATH WAY STE 1200

APPLETON, WI 54915-8402

Phone

855-566-1011

URL:

Email:

licensing@coterieinsurance.com

National Producer Number:

19000811

License Type	License Number	Original Issue Date	Status	Effective Date	Expiration Date
Independent Adjuster	3730802	10/04/2021	Active	10/04/2021	10/31/2027
Non-Res. Producer Firm	3411995	01/31/2019	Active	01/31/2019	01/31/2028
Non-Res. Surplus Lines Broker	3972859	01/08/2024	Active	01/08/2024	01/31/2027

Qualification Type	Original Issue Date	Status	Effective Date
Adj - Property and Casualty	10/04/2021	Active	10/04/2021
Casualty	01/31/2019	Active	01/31/2019
Health	03/21/2019	Active	03/21/2019
Life	03/21/2019	Active	03/21/2019
Property	01/31/2019	Active	01/31/2019
Surplus Lines	01/08/2024	Active	01/08/2024

Company Name	Appointment Type	Status	Active Date
1601
BENCHMARK INSURANCE COMPANY	Casualty	Active	09/03/2020
	Property	Active	09/03/2020
11126
Company Name	Appointment Type	Status	Active Date
CLEAR SPRING PROPERTY AND CASUALTY COMPANY	Casualty	Active	11/26/2019
	Property	Active	11/26/2019
597
Company Name	Appointment Type	Status	Active Date
EVERSPAN INSURANCE COMPANY	Casualty	Active	12/17/2024
	Property	Active	12/17/2024
551
Company Name	Appointment Type	Status	Active Date
PROVIDENCE WASHINGTON INSURANCE COMPANY	Casualty	Active	03/01/2025
	Property	Active	03/01/2025
1680
Company Name	Appointment Type	Status	Active Date
SPINNAKER INSURANCE COMPANY	Casualty	Active	09/09/2022
	Property	Active	09/09/2022

row(s) 1 - 10 of 10

Name	Association Type	Agent	Begin Date	End Date
DAVID JAMES MCFARLAND	Designated Resp Lic Prdcr	Yes	09/02/2022	-
JESS P GOLDEN	Designated Resp Lic Prdcr	Yes	03/18/2022	-
PAUL ANDREW ZISKA	Designated Resp Lic Adjuster	No	10/22/2024	-

1 - 3