Switch from Counterpart
Counterpart sells management and professional liability to small businesses through brokers, so your Spot team starts with the broker’s paperwork and asks for each line again elsewhere.
Upload the declarations and forms for each Counterpart policy and tell us the broker who submitted your application. Your Spot team notes which lines sit together and which limits they share.
We collect your headcount, ownership, board, benefit plans and handling of money, then check what your lender or investor contracts expect from management liability.
Directors and officers insurance
Juniper Consulting · Policy review
Confirm with your broker
Limits, exclusions, and endorsements
We ask brokers for management liability, professional liability and general liability as your program has them, so replies compare one for one in Slack.
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Your Spot team compares whether lines share a limit, the retentions, and the retroactive dates, then helps you bind before the Counterpart policies end.
Insurance documents
Broker reviewDirectors and officers insurance
Coverage limits · Policy terms
Juniper Consulting
Counterpart markets management and professional liability programs to small businesses through a broker-focused platform. It describes tools and services for brokers. Its coverage list includes directors and officers, employment practices, fiduciary, crime, general liability, professional liability and medical malpractice.
More employees and outside money can raise the exposure behind employment practices and directors and officers cover.
A change in services can leave a professional liability policy mismatched to the contracts you now sign.
Management liability has terms many owners read for the first time at claim; a person walking through them helps.
A new retention or exclusion can send you looking at how else the same lines might be structured.
Each management liability line can have its own period. List the end date for every Counterpart policy before you start.
D&O, EPL, fiduciary and professional liability pay on claims-made terms in most programs, so retroactive dates on the new policy matter.
Hold the old policies until written confirmation of the new binders arrives. A gap can leave a past act without a policy to answer for it.
Counterpart works through brokers, so ask yours how to cancel and what the return premium looks like. Then update anyone who holds a certificate.
Buy D&O insurance with Spot: a prepared submission, broker proposals compared on insureds, defense costs and exclusions, and your policy kept on file.
Get quotesBuy professional liability (E&O) with Spot: a prepared submission, proposals compared on scheduled services, claims-made terms and defense, and certificates handled.
Get quotesEmployment practices liability with Spot: a prepared submission and proposals compared on who’s insured, claim triggers, retentions and defense terms.
Get quotesBuy fiduciary liability with Spot: a prepared plan submission, proposals compared on insured plans, defense terms and exclusions, and your policy kept together.
Get quotesBuy commercial crime insurance with Spot: a prepared submission, proposals compared on theft, forgery and funds-transfer fraud, and your controls described clearly.
Get quotesBuy general liability with Spot: we prepare your submission, compare broker proposals on limits and terms, and get certificates and endorsements ready.
Get quotesMedical malpractice with Spot: clinicians, procedures and telehealth described, claims-made dates checked, and tail coverage planned before you switch.
Get quotesCounterpart sells management and professional liability to small businesses through brokers, so your Spot team starts with the broker’s paperwork and asks for each line again elsewhere.
Get StartedRead these before you choose a policy or an insurer.
