What’s the main difference between Expert Insured and Sagitta?

Sagitta is a legacy platform designed for retail agencies. Expert Insured is built from the ground up for MGAs, with submission tracking, endorsement processing, and integrated carrier-facing workflows.

Can Expert Insured handle surplus lines workflows?

Yes. It includes features for E&S filings, SL tax reconciliation, and carrier reporting—all within one system.

Does Expert Insured support complex policy structures like packages and multi-LOB?

Absolutely. Our system supports package policies, multi-location schedules, and custom coverage configurations out of the box.

Will we still need external spreadsheets or trackers?

No. Expert Insured replaces external tracking with real-time dashboards, activity logs, and SLA-based task queues.

What kind of support do we get post-implementation?

All clients receive a dedicated onboarding team, sandbox testing access, and ongoing support with SLA-backed response times.

Expert Insured vs Sagitta - The Clear Choice for Modern MGAs

Sagitta was built for large retail brokers. Expert Insured is built for MGAs, wholesalers, and carriers - with modern workflows, quoting, billing, and embedded execution.

Feature Comparison Table

Category	Expert Insured	Sagitta
Target User	MGAs, wholesalers, delegated programs	Large retail brokers, legacy agencies
Deployment	Azure cloud-native with MFA + IP lock	On-premise or hosted, legacy architecture
Policy Issuance	Built-in, multi-line, integrated with rating	Manual forms or external logic
Billing Module	Native: agency bill, direct bill, commissions	Requires external systems or add-ons
Endorsements	Workflow-based, tracked, QA'd	Manual, often offline and untracked
Quoting Engine	RQB included for multi-carrier quoting	Not included; must connect external rater
Renewals	Triggered workflows, SLA tracking	Scheduled reports, no task automation
AI + Automation	Integrated GPT + OCR layer	Not available
Back Office Support	Embedded BPO-ready, dual QA	Requires third-party support or internal staff
Integrations	Open APIs, RQB, carrier portals, CRMs	Closed legacy database, limited extensibility
Reporting + Dashboards	Custom, role-based, real-time	Requires manual exports or Crystal Reports
Setup Time	2–3 weeks (pilot-ready)	3–6 months or longer

Why MGAs Are Replacing Sagitta with Expert Insured

Built for Delegated Authority Workflows

Expert Insured handles policy issuance, renewals, audits, and endorsements - all in one interface. Sagitta requires third-party tools or offline workflows for many tasks MGAs do every day.

Cloud-Ready and Future-Proof

Unlike Sagitta’s aging infrastructure, Expert Insured is cloud-native, Azure-hosted, SOC3-compliant, and optimized for speed. No Citrix. No VPNs. Just fast, secure access for every user.

Embedded Execution Model

Expert Insured allows Selectsys-trained BPO teams to operate inside your environment. That means your team can scale without hiring, while retaining control, visibility, and compliance.

Seamless Quoting and Bind

With built-in RQB, Expert Insured lets MGAs quote, compare, bind, and issue without switching systems. Sagitta users often rely on disconnected rating engines and email bind workflows.

Live in Days, Not Quarters

Most Expert Insured clients are live within 2–3 weeks. We create SOPs, import active books if needed, and embed teams for immediate impact. Sagitta requires complex implementation and long configuration cycles.

Sagitta was designed for enterprise agencies in a different era. Its rigid database, disconnected quoting, and dated workflows struggle to meet the needs of MGAs managing dynamic programs and complex bind requirements.

Expert Insured is built for today’s MGA - fast, cloud-native, secure, and backed by embedded execution. Whether you're quoting multi-line programs or processing renewals at scale, Expert Insured delivers a modern, all-in-one experience.

Ideal Customer Fit

Use Case	Best Platform
MGA launching new program	Expert Insured
High-volume endorsement and COI processing	Expert Insured
National retail brokerage firm	Sagitta (if already embedded)
Delegated carrier policy servicing	Expert Insured

Transitioning from Sagitta

Many MGAs start by running both systems in parallel - using Sagitta to manage legacy accounts and Expert Insured for:

Quoting and issuing new business
Renewal automation and document prep
Endorsements and COIs via embedded staff

Over time, MGAs consolidate fully into Expert Insured - eliminating manual patchwork and legacy maintenance.

Stay Ahead of the Curve

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

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Trusted by MGAs Across the U.S.

Expert Insured powers underwriting and policy operations for fast-growing MGAs, wholesalers, and delegated programs. With SOC 2 compliance, Azure hosting, and embedded service execution, you get more than software - you get a reliable partner for scale.