What’s the difference between BindHQ and Expert Insured?

BindHQ is a broker CRM. Expert Insured is a full-service MGA platform with quoting, issuance, billing, and endorsements.

Does Expert Insured replace my rating tools?

Yes. RQB is integrated for real-time quoting and carrier APIs, removing the need for external raters.

Can I keep BindHQ for sales while using Expert Insured for operations?

Yes. Many clients start with both systems, using Expert Insured for operations like quoting and issuance, and migrate fully over time.

Is Expert Insured built for MGAs?

Yes. Expert Insured is purpose-built for MGAs and delegated programs, with support for surplus lines, endorsements, and billing.

Do you offer onboarding support?

Yes. All clients receive onboarding, SOP documentation, sandbox testing, and embedded support staff if needed.

Expert Insured vs BindHQ – Built for MGAs, Not Just Brokers

BindHQ is a CRM for brokers. Expert Insured is an execution platform for MGAs-with policy issuance, billing, endorsements, and embedded support.

Start a Free Pilot Request a Demo

Feature-by-Feature Comparison

Category	Expert Insured	BindHQ
Target User	MGAs, wholesalers, delegated programs	Retail agents, brokers
Deployment	Azure cloud-native with MFA + IP lock	Cloud CRM
Policy Issuance	Built-in, multi-line, integrated with rating	Requires manual forms or carrier portals
Billing Module	Native: agency bill, direct bill, commissions	No built-in billing engine
Endorsements	Workflow-based, tracked, QA’d	Not purpose-built for endorsements
Quoting Engine	RQB included for multi-carrier quoting	External raters or manual quoting
Renewals	Triggered workflows, SLA tracking	Manual queues or email reminders
AI + Automation	Integrated GPT + OCR layer	None
Back Office Support	Embedded BPO-ready, dual QA	None
Integrations	Open APIs, RQB, carrier portals, CRMs	CRM-focused integrations only
Reporting + Dashboards	Custom, role-based, real-time	CRM-style pipeline dashboards
Setup Time	2–3 weeks (pilot-ready)	Varies – CRM onboarding

Why MGAs Are Replacing BindHQ with Expert Insured

Built for Execution, Not Just Sales

Expert Insured handles quoting, binding, policy servicing, and billing. BindHQ stops at CRM functions.

Integrated Rater and Issuance

No swivel chair. Quote, bind, and issue in one workflow.

Fast Deployment

Pilot-ready in weeks. Full team enablement included.

MGA-Focused Workflows

Supports packages, endorsements, SL reconciliation, and more.

BindHQ helps brokers track pipeline and customer notes-but lacks policy management, rating, and execution. MGAs looking to scale beyond quoting need an AMS platform that handles real operations-not just CRM.

Expert Insured is designed for bind authority, multi-line quoting, billing, endorsements, and embedded back office execution. No duct-taped processes. No spreadsheets. Just execution.

Ideal Customer Fit

Platform	Use Case
Expert Insured	MGA with in-house underwriting
BindHQ (if already embedded)	Retail brokerage CRM
Expert Insured	Delegated carrier program
Expert Insured	Surplus lines + complex billing

Transitioning from BindHQ

Many MGAs start by running both platforms-using BindHQ for sales and Expert Insured for operations like:

Issuing new policies
Handling renewals and audits
Processing endorsements and COIs

Over time, most migrate entirely to Expert Insured to streamline systems and reduce complexity.

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

Related Insights on MGA Execution vs CRM Tools

Why Expert Insured Is the Right Platform for MGAs - Not Just Brokers to explore how traditional broker CRMs like BindHQ fall short on execution, billing, and endorsements.

From CRM to Execution: How MGAs Are Moving Beyond BindHQ to see why leading MGAs are replacing CRM-only tools with purpose-built policy servicing platforms.