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Learn how Counterpart works with Wholesale Brokers
I’m new to Counterpart. How do I get started?
How do I access my broker dashboard?
How do I change or reset my password?
How do I update my agency affiliation?
How do I view my book of business?
How do I share access to the digital application with my retailers?
How do I submit an application myself?
How do I submit a competitor application?
How do I customize alerts?
How do I access a quote?
How do I modify a quote?
How do I select coverage to bind?
How do I select an effective date?
How do I select prior and pending (P&P) dates?
How does a company sign the Counterpart application?
Why am I being asked for subjectivities?
Why am I not able to select above a certain coverage limit when preparing a quote?
Why am I not able to select below a certain coverage retention when preparing a quote?
How do I add or remove endorsements from a quote?
How do I increase or decrease sublimits?
How do I increase limits above $3 million?