That Worked

David McFarland - Founder and CEO of Coterie Insurance: Building the Initial Team, Mitigating Hiting Mistakes, and Stage Fit


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David McFarland is the Founder and CEO of Coterie Insurance. Coterie Insurance puts insurance agents and brokers first, delivering instant business insurance across the United States. Since 2018, Coterie has raised over $100M in funding and partnered with over 10,000 insurance agencies and brokerages across the country.  


Prior to leading Coterie, David was Chief Actuary at Clearcover, a personal auto insurtech startup in Chicago. David is also a Fellow in the Casualty Actuarial Society and has an extensive background in creating and managing insurance programs.


In this episode, you’ll learn:

  • How to evaluate a potential co-founder. 
  • How to structure a consult-to-hire team before raising capital. 
  • How robust data collection can help you stand out from the competition. 
  • How a strong and quick offboarding process can mitigate hiring mistakes. 
  • How to ensure you have the right team members for the current stage of your business. 

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That WorkedBy Callan Harrington