Why Expert Insured Is Replacing MGA Systems, AIM, and Sagitta
If you’re using Vertafore MGA Systems, AIM, or Sagitta, you already know the drill:
- Legacy UI
- Fragmented workflows
- Long setup times
- Zero quoting integration
- Support that feels like it’s stuck in 2008
That’s why MGAs and wholesalers are moving to Expert Insured (EI)-a cloud-native AMS built specifically for modern insurance operations with quoting, automation, and 24/7 BPO integration built in.
1. Core Differences: EI vs Legacy AMS Platforms
| Feature | Expert Insured (EI) | MGA Systems | AIM | Sagitta |
| Cloud-native, no VPN | Yes | Partial | Local | Hybrid |
| Integrated accounting | Built-in | None | None | Add-on |
| API-ready | Open APIs | Limited | Limited | – |
| COI + endorsement workflows | Native | Manual | – | – |
| RQB quoting integration | Yes | – | – | – |
| BPO automation support | Yes | – | – | – |
| Setup & onboarding | Weeks | Months+ | Months+ | Months+ |
2. What You Get with Expert Insured
- Native COI, endorsement, cancellation, reinstatement, and audit modules
- Built-in general ledger + accounting
- Quoting integration with RQB
- API-compatible with rating tools, CRMs, and carrier systems
- SOC-compliant, Azure-hosted, MFA/IP-secured
You don’t need 5 systems to handle your book. You need 1 AMS that actually supports operations.
3. Real Workflow Example: Endorsement + COI Flow
With MGA Systems / AIM / Sagitta:
- Receive email
- Open AMS
- Manually update endorsement
- Switch tools to issue COI
- Send email
- Manually log completion
With Expert Insured:
- AI reads email → Task created
- Endorsement updated inside EI
- COI issued directly
- Communication logged
- Ops = done in one place
4. Who Is Switching to EI?
- MGAs with $10M–$500M premium volume
- Firms migrating off Vertafore tools
- Startups and wholesalers who need speed
- Any MGA that wants to quote, bind, and service from the same place
- Carriers looking to support delegated underwriting without legacy limitations
5. Tech Advantage: Not Just an AMS
| Need | How EI Solves It |
| Speed | Instant load times, no lag |
| Simplicity | 1 login, 1 platform, all workflows |
| Security | MFA, IP lock, audit logs |
| Scaling ops (BPO + AI) | Fully integrated |
| Quoting | Direct RQB integration |
| Reporting | Real-time dashboards, exports |
Done with legacy AMS platforms that slow you down?
See how Expert Insured can replace MGA Systems, AIM, or Sagitta-and move your operations forward.
Start with a live workflow and 30-day pilot.
FAQ
Can you migrate data from MGA Systems or AIM?
Yes. We’ve done structured migrations from all three systems—no data left behind.
Do I need to switch everything at once?
No. You can start with one LOB, one state, or even just one workflow.
Can we use our existing quoting engine with EI?
Yes, but we recommend pairing with RQB for full-stack automation.
