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Something to Celebrate from 2020...

Welcome to our New Office!

Along the way this year, Coterie moved the company into a brand new office space with a trendy modern design and amazing amenities. It's a place employees enjoy showing-up to and telling their friends and associates about.

In a world of COVID, there were no invitations to an "open house" party or the usual course of business visitors. But reflecting on our year, this is a momentous occasion to celebrate!

Welcome to our new office!

As we reflect on 2020, I am proud of the growth our company has accomplished and where we are headed. But I am more proud and honored to be working with the team and business relationships we have built.

The definition of “coterie” is epitomized by our team’s desire, drive, and execution to work towards a common purpose and goal.

Kudos to the Coterie team and partnerships. I appreciate you. Celebrate your 2020 accomplishments! This successful milestone was made possible because of YOU. None of this happens without a phenomenal team and solid relationships with business partners.

Here's to continued success for a healthy and prosperous 2021! Happy New Year!



Ben Rozum



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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