Counterpart · Insurance
Coverage intake
Someone needs coverage clarity — not a 40-minute hold.
Explains options at a high level, gathers risk details, and books a licensed human for the close.
ExplainsQualifiesBooksHands off
What adapts
Product lines, qualifying questions, compliance boundaries.
Commissioned around your lines, compliance lines, and agent handoff.
End state
Qualified leads ready for an agent.
In the conversation
What a Counterpart actually does here.
01
First pass
Sorts what they need without over-promising coverage.
02
Facts in
Captures the details an agent actually needs.
03
Licensed handoff
Books the human who can bind — never fakes authority.
Commission one for insurance.
Ask Morgan if this door fits — or go to pricing when you already know.