Why Expert Insured Is Replacing MGA Systems, AIM, and Sagitta
If you’re still running on Vertafore MGA Systems, AIM, or Sagitta, you already know the pain points – aging UI, complex setups, and endless bolt-ons.
Expert Insured (EI) is the next-generation AMS designed for MGAs, wholesalers, and delegated carriers who need quoting, accounting, and servicing in one connected platform.
It’s not just an AMS.
It’s your operating system for modern insurance operations.
Learn more → Expert Insured Platform Overview
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 GL & subledger | None | None | Add-on |
| API-ready | Open APIs | Limited | Limited | – |
| COI + Endorsement Workflows | Native | Manual | – | – |
| Quoting Integration (RQB) | Direct connection | – | – | – |
| Automation & BPO Support | Yes (embedded) | – | – | – |
| Setup & Onboarding | Weeks | Months+ | Months+ | Months+ |
Legacy AMS platforms were built around data entry.
Expert Insured was built for execution.
2. What You Get With Expert Insured
- End-to-end servicing: COIs, endorsements, cancellations, reinstatements, and audits — all built-in.
- Integrated accounting: General ledger, payables, receivables, and bordereaux-ready reports.
- Quoting integration: Direct link to RQB for instant rate, quote, and bind.
- Open APIs: Connect to CRMs, raters, or carrier systems easily.
- SOC-compliant, Azure-hosted: Secure access with MFA, IP lock, and full audit logs.
You don’t need five systems to run your book.
You need one platform that actually runs your operations.
3. Real Workflow Example: Endorsement + COI
Legacy Workflow (MGA Systems / AIM / Sagitta)
- Receive email
- Open AMS and locate account
- Manually enter endorsement
- Switch tools to issue COI
- Send email and update tracker manually
Expert Insured Workflow
- Email received → AI creates task automatically
- Endorsement processed inside EI
- COI generated and issued instantly
- Communication logged + SLA closed
All in one place. Zero handoffs.
4. Who’s Moving to Expert Insured
- MGAs with $10M–$500M premium volumes
- Firms migrating from Vertafore legacy tools
- New wholesalers and program startups needing speed and automation
- Delegated carriers expanding digital underwriting
- Operations leaders tired of managing multiple disconnected systems
See why MGAs call Expert Insured “the AMS that actually works.”
Compare Expert Insured vs Sagitta
5. Technology Advantage: Not Just an AMS
| Need | How Expert Insured Solves It |
| Speed | Cloud-native, instant load times – no lag |
| Simplicity | One login, one interface for all workflows |
| Security | SOC-2 ready, MFA, IP lock, and audit logs |
| Scaling Ops (BPO + AI) | Embedded automation + Selectsys BPO support |
| Quoting | Native integration with RQB |
| Reporting | Real-time dashboards, exports, and analytics |
With Expert Insured, you can quote, bind, service, bill, and reconcile without leaving the platform.
Legacy systems make you work around the AMS.
EI lets you run through it.
FAQs
Can you migrate data from MGA Systems, AIM, or Sagitta?
Yes. We’ve executed structured migrations from all three with 100% data continuity – no records left behind.
Do we need to switch everything at once?
No. Many clients start with one workflow or line of business and expand in phases.
Can we keep our existing quoting tool?
Yes – though pairing RQB + EI unlocks full-stack automation and post-bind synchronization.
Is Expert Insured hosted securely?
Yes. It’s Azure-based with SOC-2 controls, MFA, and IP-restricted access.
How long does implementation take?
Typical go-live in 4-6 weeks, depending on data migration scope.
Why MGAs and Carriers Choose Expert Insured
- Purpose-built for delegated authority workflows
- Integrated quoting, accounting, and servicing
- Cloud-native, API-ready, and BPO-connected
- Modern interface with real automation
- Faster onboarding and zero legacy friction
Ready to Move Beyond Legacy AMS Platforms?
See how Expert Insured replaces MGA Systems, AIM, and Sagitta – and future-proofs your operations for growth.
Start with a live workflow demo or a 30-day pilot.
Request a Demo • Start a Pilot
See why MGAs call Expert Insured “the AMS that actually works.”
Compare Expert Insured vs MGA Systems
Disclaimer
This article is for informational purposes only. Comparisons are based on typical configurations and publicly available information.
All trademarks and product names belong to their respective owners. Mention of them does not imply endorsement or affiliation.
