Expert Insured – Policy Administration and Forms System
Most agency and carrier systems stop at records. Expert Insured (EI) moves beyond record-keeping to become the operational center for all policy work.
EI connects accounts, tasks, documents, and forms with built-in automation and full audit tracking. It powers quoting, issuance, renewals, and service while linking seamlessly with RQB, AI OCR, Submission Triage, and BPO Pods.
EI brings structure, speed, and control to every stage of insurance operations.
What Expert Insured Does
Expert Insured acts as a unified workspace for agency and carrier teams.
Core features:
- Account and contact management with task and workflow queues
- Central document and communication repository
- Intelligent forms generation for policies, endorsements, and evidence
- Audit trail for every record and user action
- Configurable workflows and approvals
EI is both the central database and the automation hub across the Value Flywheel.
Forms Engine
The built-in forms engine automatically creates and updates policy and endorsement documents.
Capabilities:
- Dynamic templates for policy, endorsement, and renewal forms
- Pre-fill from RQB quote and bind data
- Auto-tagging for version, date, and user
- Attach to account records with cross-references
- Export to carrier-ready packages or email
This reduces manual document handling and ensures 100 percent traceability.
Integration with RQB, AI, and BPO
EI connects every upstream and downstream node of the Value Flywheel:
- AI OCR: supplies structured data to create or update records.
- Submission Triage: links completeness and appetite scoring to accounts.
- RQB: transfers quote, bind, and premium details into policy records.
- AI Assist: adds underwriting recommendations and notes directly into forms.
- BPO Pods: handle endorsement and renewal processing inside EI with full audit.
Each workflow stage remains connected to its original submission and quote.
Interlooping with the Value Flywheel
- ← RQB: feeds bound data and documents into EI.
- ← AI OCR: keeps forms prefilled with extracted data.
- ← Submission Triage: tracks completeness and routing status.
- → BPO Pods: sends tasks for servicing, endorsements, and COI requests.
- ← Analytics & PQI: monitors document accuracy, turnaround, and compliance scores.
EI serves as the central record of truth across all nodes.
Key Benefits
- One system for quoting, issuing, renewing, and servicing
- 360° view of accounts, documents, and workflows
- Forms auto-generation for faster turnaround
- Embedded audit tracking for every field and change
- Smooth handoff between internal and BPO teams
Common Use Cases
- MGAs managing multiple carrier programs in one workspace
- Carriers automating issuance and endorsement workflows
- Wholesalers tracking policy and COI documentation
- BPO teams executing service tasks directly inside EI
Security and Compliance
SOC 2 Type II certified infrastructure.
Granular role-based permissions and approval levels.
Every form and task carries user, timestamp, and action metadata.
Supports export for carrier audits and compliance checks.
Results and KPIs
- Turnaround time improvement of 30 to 40 percent
- Document accuracy improvement of 25 to 35 percent
- Reduction in rework and returns by up to 50 percent
- 100 percent audit coverage on policy documents
Start a Pilot
A scoped Expert Insured pilot can be set up in 7 to 10 business days using your current workflows, forms, and carrier templates.
Related Reading
FAQs
What is Expert Insured?
Expert Insured (EI) is a connected policy administration and forms system that manages accounts, documents, workflows, and audit logs across the insurance lifecycle.
How does EI integrate with RQB and AI tools?
It receives rated and bound data from RQB, structured input from AI OCR, and underwriting guidance from AI Assist to automate policy creation and updates.
Can BPO teams use EI directly?
Yes. BPO Pods work inside EI with credentialed access, SLAs, and audit visibility.
How long does setup take?
7 to 10 business days for a scoped pilot using your existing workflows and templates.
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