Now live: Premium Accounting and CoverPay. Insurance native accounting, installment billing, and payment collection infrastructure with full control of your payment gateway.
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.