Selectsys vs Vertafore: Software + Execution Under One Roof

Ditch the fragmented stack. See how Selectsys combines quoting, policy issuance, automation, and BPO inside a single, streamlined platform - built for MGAs and carriers.

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Platform-Level Comparison

Feature / Capability Selectsys (Expert Insured + RQB) Vertafore Stack (AIM / PL / MGA / Sagitta)
Quoting Workflow RQB: Real-time, multi-carrier, integrated PL Rating: Personal lines only, not MGA-grade
AMS Functionality Expert Insured: Built for MGAs, embedded BPO AIM / MGA Systems: Disconnected, dated UI
Policy Issuance Issuance via Expert Insured + BPO ops Varies by system, manual-heavy
Endorsement Handling In-platform + human QA Requires custom workflows
Renewals AI-routed + task-based queue Manual reminders / export lists
Document Intake AI OCR + GPT classification None
Back Office Execution Embedded BPO + system-native Requires external staffing or overlay
Integrations APIs to CRMs, carrier portals, email triage Closed systems or limited connectors
AI Features GPT-powered intake, routing, triage Not present
Customization Flexible workflows, scoped modules Complex, legacy-based customization
Setup & Onboarding Pilot in 7–10 days, no upfront cost Weeks to months, vendor lock-in

Vertafore offers a collection of tools like AIM, Sagitta, MGA Systems, and PL Rating-each solving a narrow piece of the insurance workflow. But today’s MGAs want more than just fragmented platforms. They want speed, execution, and quoting in one unified system.

Selectsys combines AMS, rating, API integration, document intake, and embedded insurance-trained BPO teams-all in one cohesive platform. Here's how we compare to Vertafore’s legacy stack.

Platform-by-Platform Notes

AIM

  • Designed for accounting and back-office tasks
  • Lacks real-time quoting, modern UI, or workflow flexibility
  • Often requires bolt-ons for document and task routing

MGA Systems

  • Acquired by Vertafore but remains a standalone product
  • Known for complexity in issuing, low usability for modern MGAs
  • No AI intake, document parsing, or automation support

PL Rating

  • Strong in personal lines but irrelevant for MGA commercial quoting
  • Cannot be adapted to mid-market, specialty, or custom LOBs

Sagitta

  • Aging enterprise solution with steep learning curve
  • More relevant to large retail agencies, not MGA distribution
  • Difficult to integrate or maintain

Why MGAs Are Switching to Selectsys

Unified Workflow

Vertafore is a patchwork of systems. Selectsys gives you a single platform to handle:

  • Email intake
  • Quoting
  • Policy issuance
  • Endorsements
  • Renewals
  • COIs
  • BPO execution

One login. One team. One system that works.

Embedded Execution, Not Just Software

Unlike Vertafore, Selectsys doesn’t stop at software. We embed trained insurance BPO teams in your workflows to:

  • Quote
  • Issue
  • Validate forms
  • Reconcile data
  • Communicate with producers or carriers

No rekeying. No toggling between systems. No handoffs.

Built for Modern Lines and MGA Use Cases

From Workers’ Comp and General Liability to Cyber and Property, Selectsys supports:

  • Package logic
  • Carrier-specific quoting
  • Multi-line endorsements
  • Program renewal workflows
  • API-enabled bind and delivery

No Vendor Lock-In or Long Onboarding

Vertafore contracts and onboarding cycles can last months. Selectsys launches in under two weeks with:

  • Defined pilot scope
  • SOPs and credentialing
  • Live dashboards
  • Real task execution and results

EI + RQB vs Vertafore AMS Stack

Comparison Axis Selectsys Vertafore (AIM / MGA / PL / Sagitta)
Launch Time 7–10 days 30–90+ days
Pricing Flat monthly / per-task License + support fees
Tech Ownership Single product stack Multiple fragmented products
AI + Automation Integrated GPT + AI OCR Not available
Back Office Support Embedded BPO inside workflows Requires separate outsourcing
Target Fit MGA, Wholesaler, Delegated Carriers Retail agency focus or legacy use

FAQ's

Vertafore is a software vendor offering AMS platforms like Sagitta and AMS360. Selectsys combines software and embedded execution - quoting, issuance, renewals, and back-office support in one model. You don’t just license a platform - you get a team that executes inside it.
Yes. You can start with just quoting, COIs, or endorsements. No need to migrate or replace your entire AMS upfront.
Yes. Selectsys integrates with AMS360, Epic, Expert Insured, and more. We operate inside your environment - no toggling.
Most requests (COIs, endorsements, quoting) are completed within 2–4 hours, backed by SLA.
We use a 4D onboarding model - most clients go live in 7-10 business days.

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End the 5-System Patchwork. Go All-In with Selectsys.

  • Live in 7–10 business days
  • No contract or platform migration required
  • Built for MGAs, wholesalers, and carriers

End the 5-System Patchwork. Go All-In with Selectsys.

Don’t manage five logins to do what Selectsys handles under one roof.

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