Agentic Broker Services™
Empowering brokers with data-driven insights, automated tools, and seamless integrations to win more business and deliver smarter risk solutions.
Lindsay Bower
Senior Associate Broker, Amwins
YOUR COUNTERPART
Enhanced service and expert support, equipping brokers with smarter, more efficient solutions to grow and retain business.
2,000+
Brokers trust our Agentic Broker Services™ to help them win more business.
10+
API partners leverage our digital application to place business instantaneously.
12+
Custom insurance programs designed to meet unique market needs.
Agentic Broker Services™
Empowered brokers, exceptional results. We help brokers win more business and stay ahead in a dynamic market through streamlined workflows, data-driven insights, and tailored program solutions.
Agentic Broker Services™
Customized Programs
Design customized programs that align with your brokerage strengths, ensuring tailored protection and strategic market growth.
Sales & Marketing Resources
Access co-branded marketing materials, real-time risk insights, and personalized product overviews crafted to meet your clients' needs.
Broker Training & Tools
Get the market insights and technical knowledge you need to grow your business with access to our webinars, knowledge base, industry events, and collaborative digital campaigns.
API Access
Seamlessly integrate Counterpart products and services into your workflow with our API, designed to connect with your existing systems.
Counterpart offers an underwriter’s touch, with more flexible and creative solutions, especially from a form and product standpoint. I think Counterpart offers a very broad suite of endorsements that differentiates them in the space.
Jeff Seiger
RT ProExec at RT Specialty
Your Broker Services Providers
Jim Smith
Director of Digital Distribution
Jim Smith
Director of Digital Distribution
Jim has nearly 20 years of experience in the insurance industry, specializing in digital distribution and innovation. He is recognized for his expertise in optimizing broker platforms, enhancing distribution strategies, and driving efficiencies through technology.
Ryan Capra
Head of Customer Success
Ryan Capra
Head of Customer Success
Ryan has over a decade of experience building strong partnerships and delivering exceptional support. He is known for his strategic approach to client relationships and ability to drive meaningful outcomes for brokers and insureds.
Andrew Kim
Senior Business Development Manager
Andrew Kim
Senior Business Development Manager
Andrew has almost a decade of experience specializing in management and professional liability insurance. He is known for his strong broker relationships and dedication to delivering tailored solutions that drive growth and success.
Testimonials
Ease of use is paramount in today’s fast-paced environment and the Counterpart platform solves many of the challenges facing our industry
Ryan Collier
Chief Digital Officer
Risk Placement Services, Inc.
Their innovation, responsiveness, and knowledge of the product goes unmatched. No other start-ups or long term carriers come close.
Jeff Hays
CEO
RLA Insurance
The Counterpart team has been an extremely valuable partner in this evolving marketplace.
Matt Shanks
Executive Vice President
AmWINS Group
