How One MGA Centralized Renewals, Audit, and Servicing

Expert Insured unified all mid-term and renewal workflows

Problem

Renewals, endorsements, and audits were scattered across inboxes and Excel trackers. There was no visibility, no reporting, and no central task management.

Solution

Expert Insured consolidated all mid-policy workflows-renewals, quotes, endorsements, audits-into one interface with real-time dashboards and carrier logic baked in.

Impact

  • Renewals triggered automatically based on rules
  • Carrier-specific audit tasks managed within the platform
  • 40% faster turnaround on mid-term changes
  • Centralized servicing boosted retention
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