Expert Insured (Selectsys) vs Sagitta | AMS for MGAs, Wholesalers, and Carriers

Platform Level Comparison

Platform	Expert Insured	Sagitta
Primary Audience	MGAs, wholesalers, carriers, program administrators	Large retail brokers and enterprise agencies
Deployment	Cloud hosted on Azure with MFA and optional IP controls	Hosted or on premise depending on setup and services
Quoting	Commercial and MGA program quoting with integrated handoff to policy records	Quoting handled through connected tools and services. Scope varies by implementation
Policy Administration	Issuance, endorsements, audits, and renewals in one database for program business	Policy processes supported. Complex program needs may require configuration and external components
Billing and Accounting	Premium billing, installments, producer splits, remittance tracking, and bordereaux support	Billing and accounting options available through modules and services. Details depend on setup
Carrier Downloads and Data Handling	Rule based matching and reconciliation for program business	Download handling available. Matching steps vary by workflow and tools
Document Management	Central repository with search and tagging at account and policy levels	Document handling capabilities available. Approach varies by version and connectors
Automation and Workflow	Configurable workflows and rules for submissions, endorsements, renewals, and tasks	Automation supported through features and services. Depth varies by configuration
Reporting and Analytics	Built in dashboards and exportable operational metrics for MGA and carrier programs	Reporting available through built in and external tools. Content varies by edition and services
Integrations and APIs	Open APIs for rating, carrier portals, CRM, finance systems, and data exchange	Integrations available through product ecosystem and partners. Coverage varies by environment
Security and Access Control	Role based permissions, MFA options, audit trails, and program level partitioning	Role based permissions. Options depend on version and hosting model
UX and Navigation	Web UI aligned to MGA, wholesaler, and carrier workflows with program structures	Interface oriented to enterprise agency servicing and legacy processes
Setup Time	Typical pilot in about one to two weeks depending on scope	Implementation timelines vary and may span multiple months based on scope

Platform Notes

Sagitta: Enterprise agency system with mature controls and large scale deployments. Strong for retail brokerage operations. For MGA and carrier program workflows many teams add rating, workflow, and reporting components to meet requirements.

Expert Insured: Purpose built AMS for MGAs, wholesalers, and carriers. Combines commercial program quoting, policy administration, billing, renewals, reporting, and integrations in one cloud hosted system.

Why MGAs, Wholesalers, and Carriers Choose Expert Insured

Single system for commercial program quoting and full policy lifecycle
Program centric data model and reporting
Configurable rules and workflows without heavy services
Open integrations to portals, carriers, CRM, and finance
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

Who is Expert Insured built for?

Expert Insured is built for MGAs, wholesalers, and carriers. It is not positioned as a retail agency system.

Can Expert Insured support surplus lines and delegated authority programs?

Yes. It supports surplus lines workflows, bordereaux reporting, and delegated program structures.

Does Expert Insured integrate with external raters and portals?

Yes. Expert Insured provides APIs and supports integration with rating tools and carrier portals.

How long does deployment typically take?

Most pilots start in about one to two weeks depending on data, integrations, and scope.

Is Expert Insured cloud hosted?

Yes. Expert Insured is delivered as a cloud hosted application on Azure.

Closing Summary
Expert Insured consolidates commercial program quoting and policy administration for MGAs, wholesalers, and carriers into one platform. Sagitta serves enterprise agency operations and may require additional tools to support MGA and carrier program workflows.

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.