Now live: P&C insurance accounting for MGAs and wholesalers, plus AAIS commercial lines platforms.
From spreadsheets to structured workflows using Expert Insured
The wholesaler managed submissions, quoting, and issuance in shared spreadsheets and Dropbox folders. Errors, duplicate entries, and missed deadlines were common.
Expert Insured gave them a secure cloud-based system for submissions, quoting, policy generation, and renewals-with user roles, audit trails, and email automation.