Counterpart

Learn about Counterpart’s mission and team

What is Counterpart?

Learn what differentiates Counterpart’s management liability coverage from other carriers

How does Counterpart’s policy compare to other insurance carriers?

Who backs Counterpart?

Learn why Counterpart works exclusively with wholesale brokers

What is Counterpart’s distribution model?

Learn how to purchase insurance coverage from Counterpart

How can I get insurance through Counterpart?

Learn where Counterpart is licensed to sell insurance

Where is Counterpart licensed to write policies?

Learn what products we offer and what companies we underwrite

What Insurance Products Does Counterpart Offer?

Does Counterpart have SOC2 and HIPPA compliance?

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Ryan Capra

About Counterpart

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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