Expert Insured: Built for MGAs, Wholesalers, and Carriers

Quote. Issue. Bill. Renew. One full-stack platform designed for delegated authority - not retail agents.

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Policy Admin, Billing & Ops-Purpose-Built for MGAs, Wholesalers & Carriers

Policy Admin Suite
  • New business quoting + issuance
  • Endorsement tracking, forms, audit logs
  • Cancellation, reinstatement, and reinstatement logic
Billing + Accounting
  • Direct bill, agency bill, installment plans
  • Premium reconciliation, journal entry tracking
  • Commission splits and carrier remittance workflows
Document + Workflow Management
  • Upload Insurance Forms, binders, loss runs
  • Log email submissions and FNOL
  • Workflow-driven task assignment
Renewal Automation
  • Auto-generate renewal tasks
  • Pre-fill quotes or reminders
  • Track completed vs. pending
Producer + User Management
  • Access control by program, state, and workflow
  • Assign roles (Underwriter, Ops, CSR, QA)

Expert Insured isn’t a retail AMS. It’s an MGA-ready system that handles policy ops, billing, endorsements, renewals, and accounting - with automation and auditability baked in. No need to stitch together spreadsheets, carrier portals, and custom scripts.

Whether you’re issuing on behalf of a carrier or supporting hundreds of producers, Expert Insured simplifies every step - from quoting to reconciliation - and plugs directly into Selectsys BPO and RQB quoting workflows.

Compare Expert Insured to Popular CRMs

Working in a regulatory-heavy state like Florida?

See how Expert Insured supports MGAs with Florida agency management system - including endorsement automation and compliance reporting.

Related blog content:

Explore Related Workflows

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.

Managing a complex book across WC, GL, Auto, and multiple carriers?

See how Expert Insured powers Texas MGA operations with full policy, endorsement, and accounting automation.

Related reading:

Integration Options

Native with RQB, AI BPO layer, and Selectsys task engine

API endpoints for quote, bind, policy update, COI generation

Supports import/export for AMS360 and Epic migrations

Use Cases

Delegated MGAs issuing on behalf of multiple carriers

Mid-sized wholesalers moving away from spreadsheets or manual AMS

Program startups needing scalable workflow with integrated support

MGAs needing auditability and renewals under one system

Handling complex submissions and audits in California?

Explore our California AMS + PAS deployment for MGAs managing high renewal volume, COI requests, and frequent audits.

Related blogs:

Modern Policy Admin for MGAs - Not Another Retail AMS

Ditch spreadsheets, silos, and agency workflows. Build your MGA on a platform designed for how you work.

Request a Demo Start a Pilot

FAQ's

Yes. Expert Insured includes quoting, issuance, endorsements, renewals, accounting, commissions, and reporting - everything you need to manage MGA workflows.
The system includes agency bill, direct bill, installment plans, commission splits, carrier remittance, and custom statement generation.
Yes. It runs on Azure with MFA, IP whitelisting, and SOC3 compliance.
Yes. We offer open APIs for policy, quote, user, and document endpoints. Selectsys also provides custom integration services.
Most clients are live within 2-3 weeks, starting with one LOB or program and scaling from there.
Yes. Expert Insured supports quoting, rating, and rule-based workflows across WC, GL, Auto, Property, BOP, and more - by program, state, and carrier.
SOC 2 Certified

Modern Policy Admin for MGAs - Not Another Retail AMS

Ditch spreadsheets, silos, and agency workflows. Build your MGA on a platform designed for how you work.

Request a Demo Start a Pilot