Counterpoint Software, Inc.

Counterpoint Software Inc. (CSI), a member of the TMPAA since its inception, develops cutting edge custom technology solutions for Program Administrators, MGAs, Carriers and Brokers. We are experts in professional liability and many other lines for both the admitted and non-admitted markets. Our user-friendly cloud based solutions are developed from a set of proven modules which can be configured for your programs to match your current needs, and are scalable for new programs and future growth. These modules include online applications, rate, quote, bind, issue and invoice systems, and integrated modules for reporting, underwriting, agent and insured portals, document management, policy administration and claims management.

Unlike one-size-fits-all and packaged off the shelf insurance automation platforms where you could be paying for technology and modules you might never utilize, CSI delivers exactly what you require, immediately giving you the critical speed to market and first mover advantage you need in the program business market.  Our modular solutions can save you time and money, and are tailored to your existing workflow.

Description of Product or Services you would like to promote in the Association:

CSI Custom Web Based Rating

• Converted from Excel Spreadsheets.
• Developed from Complex Algorithms.
• Developed from Carrier Guidelines.

CSI Custom Online Applications

• Quick Quotes/Indications.
• Full applications.

CSI Custom Rate, Quote, Bind, Issue and Invoice

• Supports credit card, ACH, installment and premium finance payment options.
• Suitable for low-premium high-volume programs.

CSI Custom Underwriting Systems

• Rating Integration.
• Factor Modification.
• Multiple Quote Options.
• Automated Quote Letters.
• Policy Issuance and Administration.

CSI Custom Dashboard

• All questions regarding an individual risk can be answered within a few mouse clicks.
• Integrated diary entry and reporting - upon login CSRs and underwriters are reminded of important tasks until completed.
• Supports multiple programs.

CSI Custom Reporting

• Actuarial, Bordereaux, Carrier, Claims, Premium Accounting, Surplus Lines, Workflow and Productivity.

CSI Custom Portals

• Agent Portals.
• Insured Portals.

How does your product or service specifically target/benefit Program Administrators:

• Secure cloud-based solutions. All that is required is a browser or mobile device.
• 24/7 access for insureds, producers and administrators.
• Launch new products quickly and cost effectively.
• Offers multiple quote options with multiple carriers from a single program.
• Insureds Portals allow for self-service account changes like addresses, phone numbers, email addresses and passwords and give insureds the ability to print policy documents, report and track claims, change payment types and make payments.
• Agent Portals allow for the printing of policy documents, billing and claim information, commission reports and track books of business.

What differentiates your product from others in the marketplace?

• Custom solutions tailored to your specific needs vs. purchasing a package which can be significantly more expensive over the long run.
• Professional liability experts.
• Admitted and Non-Admitted markets expertise.
• Fast delivery and deployment.
• No ongoing fees for seat licenses, percentage of premium revenue or number of system users.
• Multiple hosting solutions.