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AMS360 and Epic vs Expert Insured: What You’re Gaining (and Losing)

You’ve likely built your operation around AMS360 or Applied Epic. They’re familiar. They’re common. But they were never designed for today’s speed, quoting demands, or BPO integration.

If you’re looking at Expert Insured (EI) and wondering if it’s worth the switch-this breakdown is for you.

1. Overview: The DNA of Each System

FeatureAMS360Applied EpicExpert Insured (EI)
Legacy designYesYesCloud-native
Quoting built-inRQB-integrated
Endorsements + COIs nativePartialWith add-onsIncluded
Accounting moduleAdd-onFull GL built-in
BPO or AI-readyNative
Setup timeline3–6 months6–9 months2–4 weeks
Pricing structureUser-basedTiered usersFlat rate (all-in)

2. What You Gain with Expert Insured

  • Faster onboarding
  • Single system for quoting, issuance, renewals, and accounting
  • Lower cost per user (flat rate)
  • AI & BPO handoff for endorsements, audits, COIs
  • Real-time dashboards + audit trails
  • Carrier/underwriter flexibility built in

You stop jumping between systems. You start focusing on output.

3. Where Legacy AMS Still Works (and Where It Doesn’t)

AreaStill Strong in AMS360/EpicWhere It Falls Short
Personal lines agency useYesCommercial MGA scaling
Training availabilityWidespreadOutdated UX + slow config
LOB varietySolidWeak API support + quoting gaps
RenewalsManual calendar flagsNo AI triggers, no quote prep
EndorsementsForm-basedNo task tracking, no BPO tie-in

4. Real Use Case: Mid-Sized MGA Migrating to EI

MetricAMS360/EpicExpert Insured
Time to onboard new user2-3 weeks1-2 days
Time to generate COI10-24 hours1-3 hours (auto-routed)
Renewal prep per policy1-2 weeksAuto-triggered at 90/60/30
Quotes pushed via APIManual uploadDirect push via RQB
Accounting reconciliationExternal syncBuilt-in GL + logs

5. Want to Start Small? No Problem.

With EI, you can start with:

  • One LOB (like WC or Auto)
  • One team or office
  • One workflow (COIs, endorsements, renewals)

No need to rip and replace. You prove it works, then scale.

Still paying user-by-user for legacy AMS that wasn’t built for speed?

Try Expert Insured. One system. Flat pricing. Built-in quoting.

And BPO-ready out of the box.

Request Demo

FAQ

Can we migrate from Epic or AMS360 in phases?

Yes. You can move one LOB, one region, or one workflow at a time.

Is EI cloud-based?

Yes. Hosted on Azure. MFA, IP-restricted, SOC-compliant, fast.

Can we integrate EI with our CRM or carrier portals?

Yes. Open APIs and direct hooks are available.

Discover More: Download Our Free Brochure

Unlock the full potential of your insurance operations with our comprehensive suite of digital solutions. Download our brochure to learn how our innovative platforms can streamline underwriting, enhance data extraction, and improve policy management. Get insights into how SelectsysTech's AI-powered tools can transform your insurance business.