About

Coterie Advisory Group, Inc. is a National 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, full-time hourly, and seasonal employees.

Coterie Advisors offers unique and proprietary Affordability-Based Medical Plans. Their Fundamental Care programs include fully-insured limited-benefit indemnity plans, level-funded limited-day plans, MEC, MEC Enhanced, and bronze-level 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 with value.