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How One MGA Centralized Renewals, Audit, and Servicing

Name: Selectsys
Address: US

Expert Insured unified all mid-term and renewal workflows

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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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