Launching an MGA or new program? Get our Starter Package - RQB + Expert Insured + BPO Pods.

Explore Starter

Expert Insured vs BindHQ: Execution platform vs broker CRM

Expert Insured runs quoting, policy administration, endorsements, renewals, billing, and certificates in one system. BindHQ focuses on pipeline and sales CRM for brokers.

Start a Free Pilot Request a Demo

Expert Insured is a unified AMS for MGAs, wholesalers, and carriers with commercial program quoting through RQB and full policy lifecycle.

BindHQ is a broker focused CRM. It helps track prospects and deals but relies on other systems to issue policies, bill, or process endorsements.

See our definition of an agency management system for MGAs, carriers, and wholesalers.

Platform Level Comparison

Category Expert Insured BindHQ
Primary Audience MGAs, wholesalers, carriers, program administrators Retail agents and brokers
Quoting Integrated commercial quoting via RQB with bind handoff to policy records Uses external raters or manual carrier portals for quotes
Policy Administration Issuance, endorsements, audits, cancellations, reinstatements, and renewals in one database Not a policy administration system
Billing and Accounting Premium billing, installments, producer splits, remittance tracking, and bordereaux support No native billing engine
Certificates and Documents COI generation, delivery tracking, and a central document repository tied to accounts and policies CRM documents and notes; certificates handled in other systems
Renewals Renewal queues, tasks, and workflow rules with audit Reminders and lists; renewal execution occurs elsewhere
Endorsements Workflow-based changes with forms, approvals, and audit trail Not purpose-built for endorsements
Automation and Intake OCR and AI-assisted intake, submission classification, routing, and task creation CRM automation for sales activities; operations automation performed in other platforms
Integrations and APIs Open APIs for carrier portals, rating, CRM, finance, and data exchange CRM-centric integrations; relies on external PAS or AMS for policy work
Reporting and Analytics Operational dashboards across quoting, policy, billing, and service Sales pipeline and activity dashboards
Security and Hosting Cloud hosted on Azure with role-based access, MFA options, and audit logs Cloud CRM with role-based access
Deployment and Onboarding Typical pilot in about one to two weeks depending on scope CRM onboarding timelines vary by configuration

Platform Notes

BindHQ: Broker oriented CRM built to manage pipelines, activities, and relationships. For MGA or carrier program operations it depends on external systems for quoting, policy administration, endorsements, billing, and certificates.

Expert Insured: Purpose built AMS for MGAs, wholesalers, and carriers. Unifies commercial quoting through RQB with full policy lifecycle, billing, reporting, and open integrations in one cloud hosted system.

Why MGAs, Wholesalers, and Carriers Choose Expert Insured

  • Single platform for submissions, quoting, bind handoff, issuance, endorsements, renewals, and billing
  • Program centric data model and dashboards
  • Open APIs for carriers, portals, CRM, finance, and data exchange
  • Modern web UI and short pilot timelines
  • Cloud architecture designed for scale and remote access

We operate on a single loop, the Selectsys Value Flywheel, that connects people, process, and platform.

FAQs

Expert Insured is built for MGAs, wholesalers, and carriers. It is not positioned as a retail broker CRM.
Yes. RQB provides commercial program quoting with bind handoff to create policy records.
Yes. Some teams use BindHQ for sales tracking while Expert Insured runs quoting and policy operations. Many consolidate later.
Yes. COIs and endorsements are managed with workflows, forms, and audit trail.
Most pilots start in about one to two weeks, followed by phased rollout as needed.

Closing Summary
Choose Expert Insured if you need an AMS that executes commercial quoting and full policy lifecycle for MGA and carrier programs. Choose BindHQ if your primary need is broker CRM for pipeline and activity management while relying on other systems for policy operations.

Disclaimer
All trademarks, product names, and company names are the property of their respective owners. Comparisons are based on publicly available information and typical configurations. Actual features and timelines vary by version, region, and implementation.

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

* Submitting your personal information means you agree to the terms and conditions outlined in Selectsys's Unsubscribe and Privacy Policy.

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.

We are a part of

SOC 2 Certified
Insure Tech NY

BindHQ Manages Pipelines. Expert Insured Powers Execution.

Start with a single workflow and experience real operational impact with Expert Insured.

Start a Pilot Request a Demo