Coterie Advisors Appoints Betty Boettcher as Vice President of Operations

Program manager for affordability-based medical plan strategies hires executive leader to ensure operational success during rapid growth

PHOENIX (September 20, 2021) — Coterie Advisory Group, Inc., a program manager, and consultative advisor who delivers Affordability-Based Medical Plan Strategies to help benefit brokers, employers, and associations in the benefits industry, today announced that Betty Boettcher has joined their organization as Vice President of Operations.

A proven leader of operations, marketing, and client services, Boettcher will call on her extensive experience to ensure that Coterie Advisors achieves operational excellence and delivers extraordinary client service to their broker distribution channels, vendor partners, and employer group clients. These services are core to Coterie Advisors value proposition which ensures that clients have a positive experience every time they interact with their company.

“Coterie Advisors has developed unique medical insurance programs that are distributed through benefits brokers and solve many of the challenges facing employers and their employees today,” Boettcher said. “Our approach combines a consultative sales and service strategy with best-in-class insurance companies and vendor partners. I'm excited to be working with such an entrepreneurial and successful organization who is making a meaningful impact in the marketplace.”

Prior to joining Coterie Advisors, Boettcher spent over 10 years as an entrepreneur who was instrumental in helping to build and manage Bedrock Financial Services, an insurance marketing organization, where she applied her expertise in leading operations but also took on the many different roles required to succeed.She has served in Director and Regional Manager roles for over 15 years with Marriott Vacation Club and Diamond Resorts where Boettcher was responsible for developing strategy and executing programs designed to grow their business units, increase market awareness, and align efficient operations.

“Our business has been fortunate during these uncertain economic times to experience continued and rapid growth,” said Aaron Cook, President and Co-Founder of Coterie Advisors. “That growth is a direct result of our team’s dedication and efforts to bring innovative and affordable healthcare solutions to our clients through the best possible products, services, and vendor partner relationships. As we continue to expand our team, Betty’s operational and service expertise will drive an exceptional customer experience for our clients. We are very happy to have her heading up our operations team.”


For more information, please contact your employee benefits broker or visit www.fundamentalcare.com or www.coterieadvisors.com.

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Ben Rozum

EVP & Co-Founder

ben.rozum@coterieadvisors.com

ABOUT COTERIE ADVISORS:

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, employers, and associations in the benefits industry. Since 1990, the founding partners of Coterie Advisors have specialized in Affordability-Based Medical Plans. 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. Their unique and proprietary Affordability-Based Medical Plans (Fundamental Care) include fully-insured limited-benefit indemnity plans and level-funded limited-day plans which solve real-world problems, make a meaningful difference in consumers' lives, and have a track record of being market-leading and market-changing.

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