Agentic Insurance Update: August 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.

Submission Email Extractor

At Counterpart, we believe intelligent automation should meet brokers where they already work, and nowhere is that truer than in the inbox. This month, we’re introducing the Submission Email Extractor, designed to help you get the exact quote you need.

The Problem with Submission Emails

The majority of our submissions still come in via email. These emails often include key quoting terms (like limits, retentions, and premiums), but they’re buried in paragraphs of unstructured text. That slows down intake, increases room for error, and creates unnecessary back-and-forth between the broker and underwriter.

Meet the Submission Email Extractor

The Submission Email Extractor scans broker-submitted emails, pulls out the critical quoting terms, and helps our underwriters quickly produce quotes that exactly match your needs. This helps your submissions flow smoothly from inbox to bound.

Here’s what it does:

• Send an email submission or add details into the Broker Notes section in the Counterpart Digital Application
• The Submission Email Extractor organizes the submission data and identifies key quoting terms, including limits, retentions, premiums, etc. — helping our underwriters quickly and easily understand your request
• Our team turns your submission into a competitive quote, based on the terms and details you shared

Why It Matters

• Fewer mismatches: Ensure quote terms reflect broker expectations
• Faster quoting: No more waiting for manual intake or clarification
• Cleaner data: Structured outputs reduce errors and back-and-forth
• Built for real-world formats: Works even when terms are buried in email chains
• Direct broker input: Our Digital Application now includes an open Broker Notes field, where you can share nuanced requests, like quoting two options or toggling an endorsement right at submission

Where You’ll See It

• Email Submissions → Our internal teams use the extractor to get a structured summary of email-derived terms, including any custom requests.
• Counterpart Digital Application → Use the Broker Notes box to help guide how we quote, especially when multiple quote options or variations are needed.

The Submission Email Extractor is another step in making Agentic Underwriting™ a reality by turning every submission, even the less structured ones, into organized, actionable data. Because a tech-first carrier doesn’t just accept the way things are, it reimagines how they should be.

Start an application. Add your notes. Let our new Email Submission Extractor do the rest.