Agentic Insurance Update: June 2025

At Counterpart, we believe modern insurance should work for you—not the other way around. That’s the promise behind Agentic Insurance™: a new operating system for underwriting, broker services, risk mitigation, and claims management that brings together intelligent automation and deep insurance expertise. This blog post details a few of the tools and technologies that Counterpart is leveraging to improve service, speed, and consistency across our platform. Check out our Agentic Insurance blog for more.

Professional Service Assistant: Precision That Powers Eligibility

A new AI-powered tool from Counterpart that helps brokers and API partners accurately classify professional services—so you can quote faster, cleaner, and with total confidence.

The Problem With Professional Service

In professional liability, the Professional Service field isn’t just another question—it’s the foundation of the quote. It defines eligibility and coverage.

But today, getting that classification right often means manually scanning a PDF application, guessing from vague descriptions, or inferring from website copy. It’s slow, inconsistent, and far too easy to get wrong.

Enter Agentic Underwriting™

The new Professional Service Assistant makes this guesswork a thing of the past. It pulls real-time company info from the application and the web and recommends the most accurate professional service(s)—instantly.

Why It Matters for You

✅ Accurate submissions = Clearer appetite eligibility

✅ Embedded AI = No extra tools, just better data

✅ Less rework = More time to focus on clients

✅ Faster workflows = Quotes out the door, sooner

Where You’ll See It

• In the Counterpart Digital Application → As you fill out a PL application, the Assistant suggests the correct professional service—on the spot.
• API Submissions → Smart validation and recommendations integrated directly into your workflow.
• In Internal Review → For email submissions, our team uses the Assistant to validate or adjust professional service selections behind the scenes.

That’s Agentic. That’s Counterpart.

This is Agentic Underwriting™ in action—eliminating guesswork, raising submission quality, and putting brokers in control of better quoting from the start.

The Professional Service Assistant is live in the Counterpart Digital Application. Start an application. Test it out. Experience the magnetic future for yourself.