Elevate your brokerage
Our wholesale-only approach supports the best insurance brokers and the small businesses they serve. We pair trusted advisors with cutting-edge AI to reduce operating risks in every industry and geography.
Lindsay Bower
Senior Associate Broker, Amwins
Services to help you grow
Built for brokers by wholesale insurance experts
Services to help you grow
Dedicated Underwriters
Faster processing of submissions and streamlining the overall underwriting process for greater efficiency.
Proprietary Sales Resources
Win new business by co-branding our marketing and sales resources, including product overviews, claims examples, risk assessment.
In-House Claims Handling
A customer-centric approach throughout the claims process to ensure you and your clients receive quick and fair resolutions.
Marketing & Promotions
Unlock new growth by building customized programs and marketing in your target business segments. Co-sponsored events, webinars, case studies, and the like to foster stronger relationships and amplify your market presence.
Customized Growth Programs
Create customized workflows into your preferred platform that still take advantage of Counterpart’s comprehensive products and services.
Meet our territory leads
Satwik Mysore
Territory Lead, West
Satwik Mysore
Territory Lead, West
After graduating with an actuarial science degree, Satwik has spent most of his career at Travelers, where he built one of the largest and most profitable management and professional liability books by forming strong broker relationships.
Brad Bahler
Territory Lead, Southeast
Brad Bahler
Territory Lead, Southeast
Brad has over a decade of experience in management and professional liability underwriting. Brad is known for his deep understanding of coverage, outstanding submission response times, and boundless enthusiasm for the space.
Jake O'Donnell
Territory Lead, Northeast
Jake O'Donnell
Territory Lead, Northeast
Jake started his insurance career underwring D&O, EPL, Fiduciary, and Crime coverages for private and not-for-profit companies. Jake holds a Masters from Temple University and a Bachelors from the University of Miami. He received his CPCU designation in 2021.
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
Committed to your success
We’ve hired respected experts across a variety of different disciplines to help broker partners achieve their growth goals.
Risk
Engineering
Your dedicated team of underwriters committed to providing you with meticulous risk assessment, personalized solutions, and unparalleled support, ensuring a seamless and confident experience throughout the underwriting process.
Mike Levins
Head of Insurance
Mike Levins
Head of Insurance
Former head of broker relations at Hiscox and a key architect of the management liability products at CNA and Liberty International.
Broker
Services
Your personal concierge, business coach, chief of staff that helps take you and your team to the next level by fully leveraging our marketing, product, and underwriting expertise.
Ryan Capra
Head of Customer Success
Ryan Capra
Head of Customer Success
Before joining Counterpart, Ryan spent most of his professional career building and scaling customer success teams and acting as the voice of the customer at Apple and Yext.
Claims
Management
Win the trust of retail agents and small businesses by having up-to-date claims information and an efficient, accessible claims handling team.
Eric Marler
Head of Claims
Eric Marler
Head of Claims
A licensed attorney, Eric began his career in private practice representing carriers in complex coverage matters before transitioning in-house. Prior to joining Counterpart, he held leadership roles at The Hanover Insurance Group and Great American Insurance Group.
Business
Development
Your committed business representative is here to help you identify tailored solutions, seize growth opportunities, and navigate challenges, empowering your company to thrive in a dynamic market.
Andrew Kim
Business Development
Andrew Kim
Business Development
Prior to Counterpart, Andrew has been an insurance broker at Marsh McLennan, Policygenius, and most recently Insureon.
Claim Management
We’ve partnered with leading claims managers and attorneys to ensure that we get to the best outcome as quickly as possible and you can get back to what matters most, running your business.
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
