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The system of record and control plane for MGA and delegated authority operations, connecting intake, issuance, renewals, accounting, and audit into one execution layer.
Designed to enforce execution, data integrity, and audit across the policy lifecycle and integrated with RQB quoting workflows.
Expert Insured is not a passive system of record. It actively governs how work moves through policy administration, billing, renewals, and compliance so execution remains consistent at scale.
Expert Insured goes beyond policy admin. Explore detailed modules designed for MGAs, wholesalers, and carriers:
Orchestrate issuance, endorsements, and renewals with full audit trails.
Automate bordereaux generation, premium reconciliation, and reporting.
Streamline submissions, appetite checks, loss runs, and quote prep.
Expert Insured sits at the center of the insurance operating loop, enforcing state, workflow, and data integrity as work moves from intake through issuance, renewal, and financial reconciliation.
Receives structured intake from automation and BPO desks
Maintains policy and endorsement state
Triggers renewal and remarketing cadence
Aligns billing, commissions, and trust accounting
Supports audit and delegated authority reporting
Expert Insured is not a retail AMS. It is the control plane for MGA operations, ensuring policy data, financial events, and servicing actions stay aligned as volume and complexity grow. No need to stitch together spreadsheets, carrier portals, and custom scripts.
Expert Insured is not a passive system of record. It actively governs how work moves through policy administration, billing, renewals, and compliance so execution remains consistent at scale.
Whether you are issuing on behalf of a carrier or supporting hundreds of producers, Expert Insured provides execution visibility across quoting, servicing, renewals, and accounting and integrates directly with Selectsys BPO desks and RQB workflows.
Expert Insured is the system of execution inside the operating model, connecting intake, servicing, renewals, accounting, and audit into one controlled workflow.
You can run both systems in parallel, go live in Expert Insured within weeks, and sunset legacy platforms later. We offer discounted EI during the overlap so you are not paying twice.
Read the migration guideExpert Insured vs BindHQ: See why MGAs are replacing broker CRMs with a platform built for execution.
Why Expert Insured Is the Right Platform for MGAs: Discover the execution gaps CRMs can’t solve.
How MGAs Are Moving Beyond CRM to Execution: Understand the real operational cost of fragmented systems.
Surplus Lines and Compliance-Where CRMs Fall Short: Learn how Expert Insured simplifies E&S operations.
See how Expert Insured supports MGAs with Florida agency management system - including endorsement automation and compliance reporting.
Related blog content:
Expert Insured isn't just a policy management system - it’s designed to work in harmony with platforms like RQB to deliver quoting, binding, and servicing under one roof. To understand how RQB fits into that ecosystem, start with What Is a Multi-Carrier Quoting Platform?
We often get asked how RQB compares to more traditional raters. This blog, RQB vs PL Rating, outlines the key differences and why MGAs are switching.
Timing is everything in underwriting. Learn why real-time insurance quoting directly influences bind ratios and renewal retention.
Our automation-first approach is highlighted in Automating Rate, Quote, and Bind Workflows with RQB - see how quoting speed meets platform intelligence.
Still on AMS360? See why Expert Insured vs AMS360 makes the case for moving to a modern AMS designed for MGA workflows, not retail agents.
See how MGAs and carriers are scaling with automation: Read how Expert Insured helps underwriting teams work smarter and faster.
See how Expert Insured powers Texas MGA operations with full policy, endorsement, and accounting automation.
Related reading:
Explore our California AMS + PAS deployment for MGAs managing high renewal volume, COI requests, and frequent audits.
Related blogs:
If you want to see how Expert Insured fits into the broader policy lifecycle, these pages explain how quoting, automation, and operational support connect before and after policy administration.
If you want a quick reference for any of the terminology mentioned on this page, you can review the Glossary for clear definitions and context.
For a full picture of how policy administration fits into a unified operating structure, the operating model page outlines how quoting, intake, automation, and servicing form a connected workflow.
Ditch spreadsheets, silos, and agency workflows. Build your MGA on a platform designed for how you work.