Why Expert Insured Is Built for MGAs – Not Just Brokers

Most CRMs were designed for brokers, not MGAs. They’re great for tracking leads and renewals but fall short once delegated authority and policy administration enter the picture.
Expert Insured was purpose-built for MGA and delegated carrier operations, combining quoting, issuance, endorsements, billing, and compliance – all in one connected system.

Learn more → Expert Insured Platform Overview

The Problem with Broker CRMs

Traditional CRMs like BindHQ or Salesforce Insurance Cloud do well with sales pipelines and lead tracking, but MGAs need more than sales data – they need full policy lifecycle control.
That includes:

• Issuing policies under delegated authority
• Processing endorsements and renewals
• Managing surplus lines and premium reconciliation
• Integrating with carrier APIs for instant quoting and data sync

Without those capabilities, MGAs often rely on manual spreadsheets, shared inboxes, and workarounds that limit scale and introduce errors.

Expert Insured: The Platform Built for Delegated Authority

Expert Insured isn’t just another AMS – it’s an MGA-grade operating platform built to run policy operations, underwriting, and compliance from one dashboard.

What’s Inside:

• Multi-line quoting and binding – integrated with RQB and carrier APIs
• Policy administration & endorsements – automated issuance, audit logs, and tracking
• Billing & reconciliation – built-in accounting for premiums, commissions, and surplus lines
• Automation-ready workflows – powered by GPT and AI OCR for submissions and forms
• Delegated authority support – manage bordereaux, underwriting authority, and compliance in-system
• Embedded BPO integration – plug in Selectsys’ trained back-office teams directly into your workflows

Whether you’re managing Property, Casualty, E&S, or Specialty Lines, Expert Insured provides the compliance, speed, and scalability MGAs can’t get from broker CRMs.

Comparison Snapshot

Category	Broker CRMs (e.g., BindHQ)	Expert Insured
Core Purpose	Sales CRM for brokers	Full MGA platform with policy admin + compliance
Quoting & Binding	Manual or external	Built-in RQB engine + carrier API integration
Endorsements	Manual processing	Automated workflows with version tracking
Billing & Accounting	Limited	Integrated billing, surplus lines, and reconciliation
Delegated Authority	Not supported	End-to-end delegated management
Scale Support	Add more users	Add embedded BPO teams seamlessly

See a full breakdown → Expert Insured vs BindHQ

Why MGAs Choose Expert Insured

• Purpose-built for delegated authority – not repurposed from broker CRMs
• Automation from intake to issuance – no rekeying, no spreadsheets
• Real-time integration with RQB, carrier APIs, and accounting workflows
• Embedded support via Selectsys BPO for faster scale without headcount
• SOC-2-ready compliance and full audit visibility

FAQs

Is BindHQ a full AMS for MGAs?
Not exactly. BindHQ focuses on CRM and sales workflows. It lacks rating, issuance, billing, and endorsement features required by MGAs.

What makes Expert Insured different?
Expert Insured manages the entire policy lifecycle – quoting, binding, endorsements, billing, and compliance – all in one connected platform.

Can I migrate from BindHQ to Expert Insured?
Yes. Most MGAs start with parallel runs, migrating modules step-by-step to maintain continuity.

Does Expert Insured support delegated authority programs?
Yes. It includes bordereaux management, rating automation, and delegated audit controls by design.

Keep Exploring

• Platform Overview: Expert Insured
• Compare Platforms: Expert Insured vs BindHQ
• Quote Engine: RQB (Rate • Quote • Bind)
• Operating Model: Selectsys Value Flywheel

Ready to Modernize Your MGA Operations?

Run your delegated programs, endorsements, billing, and compliance in one place – no CRM hacks, no spreadsheets.
Request a Demo • Start a Pilot

Disclaimer

This article is for informational purposes only. Comparisons are based on publicly available information and standard configurations.
All trademarks and product names are property of their respective owners; mention of them does not imply endorsement or affiliation.