Why Expert Insured Is the Right Platform for MGAs-Not Just Brokers
Most CRMs were never built for MGA operations. BindHQ, for example, works well for sales tracking-but it stops short when MGAs need to issue policies, track endorsements, or handle surplus lines reconciliation.
Expert Insured fills that gap. Built for delegated authority workflows, it handles multi-line quoting, policy servicing, billing, endorsements, and even integrates with carrier APIs-all in one place.
And unlike CRMs, Expert Insured supports embedded BPO teams, so you can scale operations without hiring.
If you’re still using a broker CRM to run your MGA, you’re likely stitching together spreadsheets and email workflows that Expert Insured automates by default.
FAQs:
Is BindHQ a full AMS for MGAs?
No. BindHQ is primarily a CRM focused on brokers. It lacks support for rating, billing, endorsements, or full policy lifecycle workflows that MGAs require.
What makes Expert Insured better for delegated authority programs?
Expert Insured includes built-in quoting, issuance, billing, and endorsement workflows-plus automation and embedded support staff for scale.
Can I migrate from BindHQ to Expert Insured?
Yes. Most MGAs start by running both systems in parallel and gradually consolidate operations into Expert Insured.
Looking for a full comparison? See Expert Insured vs BindHQ to understand key feature differences.
Also check out our Expert Insured Overview and learn why it’s the preferred MGA platform.
