Counterpart

Chris Shafer

Mike Levins

Learn how Counterpart works with Wholesale Brokers

Submit, Quote and Bind

Learn how to submit applications on behalf of your retailers

How do I submit an application myself?

Learn how to register retail brokers to your account

How can my retail agents submit on my behalf?

Learn why Counterpart’s platform requested an underwriter review an application

Why is an application under review?

Learn what to do if you forgot your password

How do I change or reset my password?

Learn how you can sign up for insurance to begin today

When can I start coverage?

Learn what you information you’ll need to make the application process easier and faster

What should I have ready before applying?

Application

How do I access a quote?

How do I modify a quote?

Learn why Counterpart’s platform requested subjectivities for an application

Why am I being asked for subjectivities?

Learn why Counterpart’s platform applied a max coverage limit

Why am I not able to select above a certain coverage limit when preparing a quote?

Learn why Counterpart’s platform applied a minimum coverage retention

Why am I not able to select below a certain coverage retention when preparing a quote?

Learn how to modify the endorsements attached to a quote

How do I add or remove endorsements from a quote?

How do I increase or decrease sublimits?

Learn how to request limits up to $5 million

How do I increase limits above $3 million?

Quotes

Learn how to access the quote page to select the company’s prior and pending (P&P) dates

How do I select prior and pending (P&P) dates?

Learn how to select the coverage you want to bind

How do I select coverage to bind?

Learn how to access the quote page to select an effective date

How do I select an effective date?

Learn the different ways we enable a company to sign the application

How does a company sign the Counterpart application?

Binding

How do I access a policy?

How do I initiate payment to Counterpart?

Learn how to access policies and invoices through Counterpart's platform

Policy & Payment

Service Status

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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