WHAT IS THE COUNTERPART ONLINE QUOTING PORTAL?
Counterpart’s Online Quoting Portal offers instant Professional and Management Liability quotes for all of our appointed agents. Through Apogee, you have access to quote more than 120+ industry classes with Counterpart where they offer Admitted and Surplus lines to both private companies and non-profit organizations with up to $20M in revenue, with flexible limit options up to $5M.
THE BENEFITS
INSTANT QUOTES
Say goodbye to long turnaround times with the Counterpart Online Quoting Portal. When using this portal, win business faster by receiving instant quotes for your Professional and Management Lines business.
SMART APPLICATIONS
Artificial Intelligence (AI) makes quoting so much easier. AI Extractors allow you to submit your application by dragging and dropping documents such as application PDFs, loss runs, and financial statements. AI Industry, Services, and Website Predictors give you the opportunity to receive application information recommendations for your risk.
EASE OF USE
Your account dashboard has everything you need. From starting new applications, sharing applications with retailers or insureds, tracking the status of applications, and downloading the latest appetite guides — you can manage all of your submissions in one place.
RISK ASSESSMENTS
Generate a risk assessment for your client by analyzing your business’ profile relative to more than 1,000 data points from governmental and prominent experts in each domain. The report, which is co-brand with your name and agency, offers an objective perspective on your client’s exposure to a multitude of critical small business risks based on the attributes of the company.
CHECK OUT OUR OTHER AVAILABLE MARKET PORTALS
DO YOU NEED HELP WITH ANY OTHER PROFESSIONAL, MANAGEMENT, OR COMMERCIAL LINES BUSINESS? APOGEE CAN HELP!
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