Agentic Insurance Update: May 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.

The Problem with Applications

PDF applications are still the default in the insurance industry—yet they’re anything but efficient. Each carrier’s form is different, fields vary, and formatting is inconsistent. It’s a manual process in a world that demands speed—and it’s long overdue for an upgrade.

Manual Applications, Automated

Counterpart’s new AI-powered tool reads PDF applications—no matter the carrier—and automatically extracts and maps them to our digital application. What used to take many minutes now happens in seconds.

How It Works

1. Upload any management or professional liability PDF application.

2. Our AI extracts and aligns data to our questions.

3. Digital application is pre-filled in under a minute.

Why It Matters For You

• Less time entering data — Free up time for what actually matters
• More accurate submissions — Minimize human error and reduce follow-ups
• Instant application prep — Move from intake to quote in record time
• No changes to your process — Just smarter results, automatically

Where You’ll See It

• In the Counterpart Digital Application → Start an application, then upload your PDF to our Application Extractor.
• In API Submissions → We’ll enhance intake and return structured data automatically—so your integrations work smarter.
• In Email Submissions → Even if a submission arrives by email, our team uses the tool to streamline intake.

Building The Agentic Future. Today. 

Our Application Extractor is part of our broader Agentic Underwriting™ vision: a system that eliminates friction and empowers better decisions. The Application Assistant is live and already transforming how submissions get done. Try it with your next application—and see what happens when intake gets out of the way.

Missed our last update? Learn how our Financial Statement Extractor is reducing friction with financials.