How to Optimize Your Agency Operations with an AMS: A Step-by-Step Guide
Whether you’re an MGA, wholesaler, or carrier, your insurance operation depends on speed, accuracy, and compliance. But when workflows are manual, disconnected, or undocumented, things fall through the cracks. That’s where an Agency Management System (AMS) can completely transform your operations.
In this step-by-step guide, we’ll show you how to optimize agency operations using a powerful AMS like Expert Insured.
Step 1: Map and Document Your Current Workflows
Before you optimize, you need to understand what’s broken or manual today.
Tips:
- Identify bottlenecks in submission, underwriting, renewals, and endorsements
- Document tools currently in use (email, spreadsheets, legacy systems)
- Interview key team members across departments
How Expert Insured Helps:
Our implementation team will guide you through a discovery session to map your current workflows and identify automation opportunities.
Step 2: Define Key Metrics and Goals
Optimization means different things for different teams. What’s your biggest priority?
Common goals include:
- Reduce submission-to-bind cycle time
- Improve renewal retention
- Automate compliance tracking
- Eliminate rekeying errors
Expert Insured Delivers:
- Real-time dashboards for operations, underwriting, and finance
- Reports filtered by LOB, agent, region, or carrier
- Automated alerts and task tracking
Step 3: Automate Repetitive Tasks and Communication
Eliminate delays and manual handoffs.
Examples with Expert Insured:
- Auto-assign new submissions by LOB or underwriter
- Trigger notifications for quote approvals or missing docs
- Generate templated emails for renewals, cancellations, and audits
Step 4: Streamline Agent and Carrier Interactions
Speed and clarity improve relationships and reduce churn.
With Expert Insured, you can:
- Launch branded portals for agents to submit, track, and quote
- Provide carriers with real-time dashboards and reporting access
- Push/pull API data to/from rating engines and policy systems
Step 5: Train and Monitor for Continuous Improvement
Optimization isn’t one-and-done. Build a feedback loop.
How Expert Insured Supports You:
- Role-based training by function
- Configurable user permissions
- Usage analytics and adoption tracking
Use Case: Agency Optimization Success with Expert Insured
A mid-sized wholesaler with 80 employees deployed Expert Insured to replace three legacy systems. Within 4 months:
- Submission turnaround improved by 70%
- Task completion time dropped by 50%
- Agent onboarding time went from 5 days to 1
- Carrier satisfaction improved, leading to 2 new appointments
Conclusion
Optimizing agency operations starts with the right system. Expert Insured gives you a centralized platform to streamline workflows, track performance, and eliminate risk.
Start optimizing your agency operations with Expert Insured and build a stronger, faster, and smarter insurance operation.
FAQs
Is Expert Insured suitable for growing teams?
Yes. It supports role-based scaling from 5 to 500+ users.
Can we customize workflows?
Absolutely. Expert Insured offers customizable workflows, triggers, and user roles.
How long does implementation take?
Typically 30-45 days depending on system complexity and data migration.
Does Expert Insured replace a policy admin system?
It complements one. Some customers integrate both, while others use Expert Insured as their core.
Ready to optimize every part of your insurance operation?
See how Expert Insured delivers real-world improvements in efficiency, service, and growth.
Request a demo or email us at sales@selectsys.com
