How is Expert Insured different from AMS360?

Expert Insured is a purpose-built MGA platform with built-in quoting, submissions, and trust accounting. Unlike AMS360, it's designed specifically for wholesale, surplus lines, and carrier-facing workflows.

Does Expert Insured include accounting and reporting?

Yes. It comes with built-in trust accounting, financial reconciliation, and carrier bordereaux exports—eliminating the need for third-party tools.

Can we migrate from AMS360 to Expert Insured?

Yes. We offer data migration services, onboarding support, and parallel run options to ensure smooth transition.

What about integrations with Raters or portals?

Expert Insured integrates natively with our RQB quoting platform and supports API and manual rating with major carriers.

Is Expert Insured customizable for our workflows?

Yes. You can configure user roles, field-level permissions, rating workflows, and more to fit your MGA’s structure.

Expert Insured vs AMS360 - Purpose-Built for MGAs, Not Retail Agencies

AMS360 was built for retail agencies. Expert Insured is built for MGAs, wholesalers, and carriers - with embedded teams, integrated quoting, billing, and real-time execution.

Feature-by-Feature Comparison

Category	Expert Insured	AMS360
Target User	MGAs, wholesalers, delegated carriers	Personal lines agents and small retail shops
Policy Admin	Full lifecycle: quoting, issuance, endorsements, renewals	Requires bolt-ons or manual processes
Billing Module	Built-in, supports installment plans and direct bill	Separate integrations required
Carrier Downloads	Auto-matching, rule-based processing	Manual tagging, user-driven matching
Back Office Support	Staff embedded inside the platform	External or self-managed
BPO Compatibility	Native to platform, no handoffs needed	Requires extra coordination
Submission Workflow	Email + API + portal intake supported	Manual email-driven workflow
Endorsements	Built-in logic, tracking, and QA	Manual entry, audit risk
Reporting	Custom dashboards and operational metrics	Basic system reports
Security	MFA, IP whitelisting, database separation	Role-based access only
Deployment	Web-based, Azure-hosted, low-latency	On-premise or cloud depending on version
Onboarding Time	2–3 weeks	60–120 days +
Renewal Automation	Integrated	Not built-in, requires manual prep
Quote Integration	RQB included	No built-in commercial quoting

What Expert Insured Delivers That AMS360 Does Not

Built for Underwriters, Not CSRs

AMS360 is optimized for client service workflows and personal lines processing. Expert Insured is designed for underwriters - with fast quoting, structured issuance, configurable product rules, and direct access to endorsements, audits, and COI tracking.

Embedded Back-Office Execution

Unlike AMS360, which expects your internal team or external VAs to do the work, Expert Insured can embed Selectsys-trained back-office teams directly inside the platform. That means:

Endorsements are handled live
COIs go out within SLA
Renewals and billing changes are monitored by real staff

You never have to export to Excel or chase a task outside the system.

Renewal + Billing Workflows Out of the Box

Expert Insured includes a billing and installment module with:

Invoicing
Commissions
Producer splits
Payment terms
Carrier remittance tracking

AMS360 requires custom setups, third-party billing modules, or manual journal entries.

A Platform, Not Just a System

Expert Insured is:

A rating engine
A workflow hub
A document processor
A back-office team gateway
A secure cloud-hosted platform

AMS360 is a record-keeping system. Expert Insured is an operations engine.

AMS360 was built for personal lines agencies. It handles clients, renewals, and downloads - not underwriting complexity.

Expert Insured is different. It’s purpose-built for MGA operations, with built-in quoting, billing, audit, and endorsement workflows.

Whether you’re issuing policies, managing bordereaux, or embedding BPO teams, Expert Insured runs the full MGA operation - not just the retail front office.

Ideal Customer Fit

Platform	Best For
Expert Insured	MGAs, program administrators, wholesale brokers with complex quoting and service needs
AMS360	Personal lines agencies, small P&C agents, local service firms

Transitioning from AMS360

Many MGAs start by keeping AMS360 for legacy data and accounts, while using Expert Insured for:

New business quoting
Renewal automation
Back-office execution
Full MGA policy management

Eventually, the system can replace AMS360 entirely, with full database handoff if desired.

Stay Ahead of the Curve

Get actionable insights on quoting, underwriting, and BPO execution - straight from the Selectsys team.

Get Insights, Use Cases, and Product Updates from Selectsys

AMS360 Is for Agencies. Expert Insured Is for MGAs.

If your core operation is underwriting, quoting, billing, and managing delegated authority - it’s time to move past retail tools.

With Expert Insured, you run faster, smarter, and with less overhead - all in one system.