Surplus Lines, Compliance & Why Expert Insured Outperforms Broker CRMs
Running surplus lines through a broker CRM? You’re likely spending hours chasing filings, tracking SL taxes in spreadsheets, and manually compiling compliance reports.
BindHQ, as a CRM, wasn’t designed for this. It lacks the core data structures to handle multi-LOB policies, SL reporting, or endorsement-level audit tracking.
Expert Insured was built for MGAs with delegated authority. That means surplus lines support isn’t a workaround-it’s a core feature.
From E&S filing automation and premium tax reconciliation to carrier and state reporting, everything is centralized, logged, and fully auditable. And when you embed Selectsys execution teams into the platform, it runs at scale-without hiring.
FAQs:
Can BindHQ handle surplus lines workflows?
Not natively. It lacks features for SL filing, tax reconciliation, or multi-LOB compliance management.
What surplus lines features does Expert Insured include?
SL filing automation, premium tax tracking, compliance workflows, and carrier-level reporting-all integrated.
Is Expert Insured compliant with SL authority regulations?
Yes. The platform includes logging, audit trails, and document workflows designed to meet regulatory standards.
Explore how Expert Insured stacks up against broker tools:
