What Is Counterpart Insurance?
Counterpart describes a broker-focused platform for small businesses and lists management and professional liability programs. Buyers should compare the named profession, carrier, state, policy wording and any package component on the actual quote. 1,2
What Is Marsh McLennan Agency?
Marsh McLennan Agency provides business insurance and employee health and benefits, alongside retirement, wealth, and private-client services across the United States and Canada. Its US small-business page lists six common coverage types and directs buyers to request a personalized quote by phone; the insurer and terms for a specific placement must be confirmed in the proposal. 5,6
What Is Crime Insurance?
Crime insurance can help reimburse specified business losses from theft and fraud, including employee theft and forgery. Compare those protections separately and ask whether a payment sent after an impersonation scam is covered. 8,9,10,11,12
What Are the Key Differences Between Counterpart and Marsh McLennan Agency Crime Insurance?
Category Listing Versus Named Scenarios
Marsh McLennan Agency’s reviewed product page names crime and fidelity within its executive and professional liability solutions, but does not say which theft or fraud events are insured. Counterpart’s crime page specifically lists employee theft, forgery, computer or system fraud, funds-transfer fraud, and social engineering. The difference is the level of published detail, not proof that MMA’s policy excludes those events; request the actual form before comparing protection. 3 7
Advisor Placement and Buyer Information
MMA invites organizations to speak with an adviser or specialist about placement, while Counterpart says a business reaches its program through a wholesale broker. Neither route, in the reviewed records, establishes a binding timeline or insurer. For a buyer, the practical step is to have the adviser or wholesaler identify the carrier, policy form, limits, and whether crime is standalone or combined with fidelity and other management coverages. 4 7
What Should You Confirm in Counterpart and Marsh McLennan Agency Crime Insurance Quotes?
Counterpart and Marsh McLennan Agency Review Scores for 2026
These averages can combine ratings for different products, locations, and customer groups, including approximate BBB grade conversions. Read each review for the sources, scope, and calculation.
Counterpart Review Score
Review Score
No reviews found
We found no independent customer rating of Counterpart, so it has no Review Score. Its Trustpilot page shows no reviews, and BBB has no matching business.[7][10]
Read Counterpart reviewsMarsh McLennan Agency Review Score
Review Score
2 rated sources
There are almost no public customer reviews of Marsh McLennan Agency (MMA). Trustpilot shows 3.2 out of 5, but from a single review, and BBB shows an A grade with four complaints closed in three years.[8][9][1]
Read Marsh McLennan Agency reviewsCounterpart vs Marsh McLennan Agency Crime Insurance Compared
Counterpart vs Marsh McLennan Agency: Crime Insurance: documented features by provider
| Criteria | Counterpart Commercial Crime | Marsh McLennan Agency crime (official overview) |
|---|---|---|
| Role in This Line | Counterpart says its insurance is offered through Counterpart Insurance Services, Inc., which it describes as a producer and surplus-lines broker; its help center says businesses reach the program through a wholesale broker. 1,4Company-reported. Company-published distribution description; it does not identify the insurer for this crime placement. | Marsh McLennan Agency describes arranging crime for the audience stated on the cited product page. 7Company-reported. crime marketed by marsh-mclennan-agency; scope is limited to the cited official product overview and described audience. This is not a policy form or a universal eligibility statement. |
| Who It’s For | Counterpart presents its insurance products and risk-management services for small businesses. 3,1Company-reported. The general audience statement is not a crime-specific underwriting rule. | Organizations seeking executive and professional liability solutions; the page describes a dedicated practice group. 7Company-reported. crime marketed by marsh-mclennan-agency; scope is limited to the cited official product overview and described audience. This is not a policy form or a universal eligibility statement. |
| Coverage Features | Counterpart’s crime page lists employee theft, forgery, computer or system fraud, funds-transfer fraud and social-engineering scenarios. 3Company-reported. These are marketing examples, not a complete insuring agreement; the actual policy defines covered loss and conditions. Counterpart separately lists funds-transfer fraud and social-engineering as crime examples. 3Company-reported. The examples do not define authentication conditions, sublimits, exclusions or how a claim would be adjusted. | The cited product page describes commercial crime/fidelity as a named executive and professional liability product; the overview does not specify insured events or terms. Marketing description only; actual coverage, exclusions, conditions, limits, and availability depend on the issued policy and jurisdiction. 7Company-reported. crime marketed by marsh-mclennan-agency; scope is limited to the cited official product overview and described audience. This is not a policy form or a universal eligibility statement. |
| Limits and Retentions | Confirm in your quote. | The cited overview does not set a universal limit or retention for this line. Ask for the proposed policy form, limits, retentions, exclusions, and conditions in the quote. 7Not publicly disclosed. Only the cited marketing page was reviewed for published limit and retention information; no policy-form entitlement is inferred. |
| How to Apply | Confirm in your quote. | The page invites organizations to contact a Marsh McLennan Agency adviser or specialist to discuss placement. The page does not establish a quote, bind, or coverage-effective timeline. 7Company-reported. crime marketed by marsh-mclennan-agency; scope is limited to the cited official product overview and described audience. This is not a policy form or a universal eligibility statement. |
Related Pages for Counterpart vs Marsh McLennan Agency Crime Insurance
Crime Insurance Pages for Counterpart and Marsh McLennan Agency
Other Coverage Lines Compared for Counterpart vs Marsh McLennan Agency
Other Crime Insurance Provider Comparisons
Sources for Counterpart vs Marsh McLennan Agency Crime Insurance
Sources About Counterpart
- Counterpart | Agentic Insurance™. Counterpart, Inc.; Current homepage: Quote Online CTA; brokers/small-business audiences; product list; performance claims; legal/footer qualifications, rendered lines 2–52, 55–70, 98–100, 282–287. Accessed 2026-09-29.
- About Counterpart. Counterpart, Inc.; Carrier disclosure and Our Story; underwriters named at line 13; company focus lines 22–36. Financial-strength note says ratings are as of 2024-02-26. Accessed 2026-09-29.
- Commercial Crime Insurance. Counterpart, Inc.; Retained provider source: product page lists employee theft, forgery, computer/system fraud, funds-transfer and social-engineering examples; prior access 2026-09-28. Direct reopen failed in this session. Accessed 2026-09-28.
- How can I get insurance through Counterpart? Counterpart Knowledge Center; Retained source: article describes wholesale-broker referral route; prior access 2026-09-28. Accessed 2026-09-28.
Sources About Marsh McLennan Agency
- Who We Are. Marsh McLennan Agency; Lines 193-195: ‘a business of Marsh’ and company-listed service lines across US and Canada. This does not establish the legal entity for an account, corporate ownership chart, or insurer role. Accessed 2026-09-29.
- Small Business Insurance Solutions. Marsh McLennan Agency; Lines 205-207: small-business audience and call invitation; lines 224-249 list six coverage categories and short descriptions; line 264 is an embedded form whose function is not stated. No form submitted. Accessed 2026-09-29.
- Executive and Professional Liability | MMA. Marsh McLennan Agency; Policy suite lists commercial crime/fidelity among executive and professional liability offerings. Accessed 2026-09-30.
Sources for the Crime Insurance Guide
- Commercial Insurance Guide. California Department of Insurance; Crime. Accessed 2026-09-16.
- Crime Non-Financial Applications and Forms. Travelers; Opening paragraph; Sample Policy Forms. Accessed 2026-09-16.
- Crime Terms and Conditions. The Travelers Companies, Inc.; I.A–G, printed/PDF pages 1–4; III.RR, printed/PDF p.13; V.B.1–2, printed/PDF pp.18–20; Consideration, printed/PDF p.1; III.P p.8; V.A.3 pp.16–17; V.A.4 p.17; V.B.3 p.20; I.A.3 p.1; III.C p.7; III.S pp.8–9; III.II and III.KK p.12; III.QQ p.13; V.A.5 pp.17–18 (printed/PDF pages); IV.J–O, printed/PDF pages 14–15. Accessed 2026-09-16.
- Commercial Crime Coverage Application. Travelers Casualty and Surety Company of America; I–III pages 1–2; IX–XI pages 3–4; V–VII, printed/PDF pages 2–3. Accessed 2026-09-16.
