How a Delegated MGA Streamlined Issuance Across 6 Carrier Programs

Real-world results using Expert Insured’s integrated policy platform

Problem

A delegated MGA was writing policies across six carrier programs-but lacked a unified issuance system. Manual forms and disconnected portals made compliance tracking and reporting difficult.

Solution

Expert Insured provided one system for quoting, issuance, invoicing, and document management-mapped to carrier-specific rules and integrated via API.

Impact

  • 100% system-driven audit logs per policy
  • Carrier-specific rules and forms loaded dynamically
  • Reporting and bordereaux generated in 1 click
  • Reduced carrier audit turnaround from weeks to days
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