Agentic Insurance Update: July 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.

Loss Run Extraction 

At Counterpart, we believe modern insurance should be powered by intelligence, not inefficiency. That’s the promise behind Agentic Insurance™ — a new operating system for underwriting that’s faster, smarter, and built for the way brokers actually work. This month, we solved one of the biggest time sinks in the quoting process: loss runs.

The Problem with Loss Runs

Loss runs are essential for underwriting — they provide the claims history that shapes how we assess risk. But today, most loss runs arrive as unstructured PDFs, each one in a different carrier format, cluttered with irrelevant claims, and requiring tedious manual review. It’s error-prone, time-consuming, and it doesn’t scale.

Meet the Loss Run Extractor

Our newest Agentic tool automatically extracts and filters loss run data, so you don’t have to. Just upload the PDF and let our AI do the rest.

How It Works

• Upload any loss run PDF from any carrier, in any format
• AI extracts all claims data, including dates, amounts, and descriptions
• Claims are filtered by relevance to the lines of business being applied for

Application questions are pre-filled instantly and accurately.

Why It Matters

✅ Faster underwriting — Eliminate hours of manual review

✅ Cleaner submissions — Focus only on the claims that count

✅ Fewer errors — Standardized data means better decisions

✅ Works with what you already have — No process changes, just smarter tool

Where You’ll See It

• Counterpart Digital Application → Upload loss runs directly into Counterpart’s digital application
• API Submissions → Structured loss data returned automatically
• Email or Subjectivities → Our team uses the Extractor behind the scenes to support all channels

Loss runs don’t have to slow you down. With the Loss Run Extractor, we’re embedding intelligence into every step of the submission process — turning messy PDFs into structured insights, instantly.

This is Agentic Underwriting™ in action. And it’s live now. Start an application, upload a loss run, and see the future at work.