Coterie Advisory Group
Insurance • 
Phoenix, Arizona, United States • 11-20 Employees
Company overview
| Headquarters | Phoenix, Arizona, United States |
| Phone number | +16028883090 |
| Website | |
| NAICS | 52 |
| SIC | 641 |
| Keywords | Distribution, Underwriting, Strategy, Employee Benefits, Voluntary Benefits, Consulting, Telemedicine, Marketing, Benefits, Insurance, Product Development, Self-Funded, Benefit Brokers, MEC, Limited Medical, Administraiton, Indemnity Medical, Benefit Advisors, Level-Funded, Limited Day Health Plans |
| Founded | 2016 |
| Employees | 11-20 |
| Socials |
Key Contacts at Coterie Advisory Group
Ben Rozum
Co-Founder
Todd Bookout
National Sales Director
Mike Cherry
National Sales Director
Angela Bazelman
Director Of Administration
Coterie Advisory Group Email Formats
Coterie Advisory Group uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@coterieadvisors.com), used 71.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@coterieadvisors.com | 71.4% |
{first name}.{last name} | john.doe@coterieadvisors.com | 28.6% |
About Coterie Advisory Group
Coterie Advisory Group, Inc. is an Arizona-based, insurance program manager and consultative advisor who delivers Affordability-Based Medical Plan Strategies to help benefit brokers and employers in the benefits industry. The founders of Coterie Advisors are comprised of a team of insurance and benefits professionals who since 1990, have dedicated their careers to Affordability-Based Medical Plans. They have held various Leadership and Executive roles at multiple insurance carriers, agencies, and platform administrators. They have decades of experience working with some of the nation’s largest service industry employers and understand the unique needs of a variable hour workforce made up of part-time, hourly, and seasonal employees. Coterie Advisor’s unique and proprietary Affordability-Based Medical Plans (Fundamental Care®) include fully-insured limited-benefit indemnity plans, level-funded limited-day plans, MEC, and MVP which solve real-world problems, make a meaningful difference in consumers' lives, and have a track record of being market-leading and market-changing. Their drive has helped thousands of employers and millions of individuals obtain quality, affordable care.
Coterie Advisory Group revenue & valuation
| Annual revenue | $1,368,880 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Insurance industry and current estimated revenues | $4,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Coterie Advisory Group has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
Coterie Advisory Group has never raised funding before.
Coterie Advisory Group Tech Stack
Discover the technologies and tools that power Coterie Advisory Group's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Issue trackers
Appointment scheduling
Blogs
Miscellaneous
Security
Miscellaneous
JavaScript frameworks
Marketing automation
IaaS
CDN
Reverse proxies
Netherlands
Denmark
Belgium
United Kingdom
SpainFrequently asked questions
4.8
40,000 users
