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Expert Insured vs Vertafore: AMS for Modern MGAs

See how Expert Insured unifies rating, policy administration, and renewals in one system compared to Vertafore’s multi-product stack of AIM, Sagitta, MGA Systems, and PL Rating.

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Expert Insured is built as one unified AMS for MGAs and delegated carriers, combining quoting, policy management, and renewals in one platform.

Vertafore provides multiple legacy AMS products (AIM, Sagitta, MGA Systems, PL Rating) each focused on a specific area and integrated through services or connectors.

Platform-Level Comparison

Feature / Capability Expert Insured Vertafore
Quoting Workflow Commercial and MGA ready quoting with integrated multi-carrier logic. PL Rating handles personal lines; MGA commercial quoting handled separately in AIM or MGA Systems.
Policy Administration Full policy lifecycle including issuance, endorsements, and renewals in one database. AIM, Sagitta, and MGA Systems split policy management; cross-system updates often manual.
Accounting Integration Native accounting and reconciliation within AMS. Accounting functions differ by product, often exported to external systems.
User Interface Modern web UI designed for MGA workflows. Legacy interfaces vary by product, some desktop based.
Document Management Central document repository with search and tagging. Managed differently across AIM, Sagitta, and MGA Systems.
Reporting and Analytics Built-in dashboards and exportable metrics. Separate reporting modules depending on product edition.
Automation and Rules Configurable workflows and automated task routing. Rule engines available but differ across products and require customization.
Integrations and APIs Open APIs to carrier portals, CRMs, and accounting tools. Integrations exist per product; some are proprietary or require middleware.
Deployment Cloud based, live in about two weeks. On-premise or hosted deployments, timeline varies by product.
Customization Workflow templates adjustable by admin. Customization handled via support or consulting teams.
Security and Access Control Role based permissions with audit trail. Permission structure differs by product and version.

Platform Notes

AIM

Focused on underwriting and accounting for MGAs. Older desktop UI, limited web automation.

MGA Systems

Legacy MGA platform. Comprehensive but complex and slower to update.

Sagitta

Enterprise system designed for large retail agencies. Not optimized for MGA distribution.

PL Rating

Personal lines rater integrated with carrier networks. Not suitable for commercial MGA quoting.

Why MGAs Choose Expert Insured

  • Single system for commercial quoting and policy administration.
  • Modern interface and web architecture.
  • Faster setup and cloud deployment.
  • Unified data model and reporting.
  • Flexible integrations and APIs.

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

FAQs

AIM, Sagitta, MGA Systems, and PL Rating.
Yes, it combines functions of policy management, quoting, and renewals in one AMS.
MGAs, wholesalers, and delegated carriers.
Typically one to two weeks depending on data migration.
Yes, Expert Insured is fully cloud native.

Closing Summary
Expert Insured simplifies the AMS environment for MGAs by merging the functions spread across multiple Vertafore products into one unified platform with faster setup, easier integrations, and consistent reporting.

Disclaimer
All trademarks, product names, and company names used on this page are the property of their respective owners. Product features and specifications described here are based on publicly available information and typical configurations. The comparison is provided for informational purposes only and does not imply endorsement or affiliation. Performance and feature availability may vary by version, region, and implementation.

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Recommended Next Steps

If you are comparing Vertafore to a different way of running your operations, the pages below show how Selectsys combines policy administration, quoting, automation, and BPO services into a single operating model.

If you want to understand how Selectsys replaces standalone tools and isolated outsourcing with a cohesive lifecycle model, the operating model page explains how the full stack works together.

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