Providing consultative services and product solutions that are dedicated to helping both consumers and agencies in the insurance and benefits industry.

CO·TE·RIE

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ˈkōdərē,ˌ kōdəˈrē/ 

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a close circle of people with a unifying common interest or purpose.

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RELATIONSHIPS AND EXPERIENCE ARE KEY 

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Your access to the inner circle. We live and breathe a partnership approach to business that leverages our long-term relationships in the insurance and benefits industry. Through our career experiences, we share deep expertise and knowledge across all disciplines of the market.

STRATEGY AND EXECUTION MATTER

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A disciplined approach to understanding market and business needs. We help to create winning go-to-market strategies. From start-up to early-stage growth, to mature markets…. we've been there and understood the unique challenges that each stage brings across a business and product lifecycle.

INTEGRATED MARKET SOLUTIONS

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An integrated market approach. We create the most effective ways to bring products to market across multiple channels and distribution partners.

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• Individual

• Employer Group

• Association

• Student

• Affinity

RELEVANT AND MEANINGFUL PRODUCTS

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The needs of the market are constantly changing. We offer a nimble approach to procuring and developing proprietary products that our distribution partners and clients appreciate because they are relevant and meaningful to the needs of the marketplace -- including the rising concerns of affordable health insurance and student loan debt relief. Our packages of consumer-centric insurance and non-insurance programs solve real-world problems, make a difference in consumers' lives, and have a track record of being market-leading and market-changing.

Programs

plan(s) or system(s) under which action may be taken toward a goal

Fundamental Care® is comprised of affordable limited-benefit insurance options from industry-leading insurance carriers and benefit providers.  The Fundamental Care program is designed for various niche markets, including associations, small business and their employees, non-benefited employees at enterprise-level companies, and independent contractors in the financial services industry.  With the ongoing changes and disruption expected to occur within ACA, the Fundamental Care marketplace will provide an affordable and alternative solution to current minimal essential coverage (MEC) and other indemnity-based insurance plans.

Water is hot at 211°, increase by one degree and it boils creating energy that can power change. Healthcare 212° is a team of insurance and benefits professionals serving agents and consumers. We are committed to solving healthcare challenges through innovation and affordable options - putting the "Power" to choose back in the hands of agents and consumers. Coterie Advisory Group, Inc and Lindsey Healthcare Holdings LLC formed Healthcare 212° as a jointly held healthcare and insurance organization. Healthcare 212° focuses on both consumer and agent needs by developing innovative healthcare solutions for multiple market segments.

Associations

An organization of people with a common purpose and having a formal structure.

The Association for Better Health is a non-profit association dedicated to helping individuals improve their overall well being through health and financial related wellness initiatives.  Individuals continue to struggle with finding the right and affordable healthcare options for themselves and their families. Through an exclusive marketing agreement with the ABH, Coterie Advisors is working with industry-leading insurance carriers and benefit providers to create a package of benefits that will help individuals and their families.  ABH's ability to offer their members access to affordable healthcare coverage will help them to compete in the marketplace, but more importantly, will provide their members with access to a level of benefits that they can afford and deserve.

The Service Industry Trade Alliance is a non-profit association dedicated to helping small businesses succeed.  Small employers in service-related industries continue to struggle with offering affordable healthcare options to their employees. Through an exclusive marketing agreement with SITA, Coterie Advisors is working with industry-leading insurance carriers and benefit providers to create a package of benefits that will help small business and their employees.  SITA's ability to offer their member companies access to affordable healthcare coverage with help them to compete in the marketplace, but more importantly, will provide their employees with access to a level of benefits that they can afford and deserve.

The National Association of Financial Industry Professionals is a non-profit association dedicated to helping Americans working in financial industries, often as Independent Contractors, improve their overall well being through health and financial related wellness initiatives.  Independent Contractors (1099’ers) continue to struggle with finding access to affordable healthcare options for themselves and their families. Through an exclusive marketing agreement with the NAFIP, Coterie Advisors works with industry-leading insurance carriers and benefit providers to create a package of benefits that will help financial professionals and their families.  NAFIP's ability to offer their members affordable coverage will provide their members with access to a level of benefits that they can afford and deserve.