Launching an MGA or new program? Get our Starter Package - RQB + Expert Insured + BPO Pods.

The MGA Operations Platform

MGAs need more than a retail AMS. Expert Insured is purpose-built for delegated authority, combining underwriting, policy servicing, accounting, and reporting in one system.

Start a Pilot Talk to Our Team

Centralize Operations

Submissions to issuance.
Endorsements, renewals, cancellations.
Accounting and reconciliation.

Built for MGAs

Role-based access.
Multi-carrier support.
Compliance-ready workflows.

Reporting & Visibility

SLA dashboards.
Program-level reporting.
Audit logs.

Learn more about how Expert Insured ties into the full Expert Insured Platform.

FAQs

What is an MGA operations platform?

An MGA operations platform centralizes submissions, policy admin, endorsements, renewals, and reporting. Expert Insured was built specifically for MGA workflows.

How is Expert Insured different from a retail AMS?

Retail AMS platforms are built for agencies. Expert Insured is built for MGAs, wholesalers, and delegated carriers, with compliance, bordereaux, and audit-ready workflows included.

Can Expert Insured support multiple carriers and programs?

Yes. The system supports multi-carrier quoting, issuance, endorsements, and reporting at program and state levels.

How do producers interact with the platform?

Producers get role-based access, with underwriting, CSR, and QA roles segmented by program, carrier, or state.

Does the platform include accounting and reporting?

Yes. It includes premium reconciliation, commission splits, bordereaux reporting, and audit-ready exports.

Expert Insured is more than a policy admin system. Explore Underwriting Operations to see how submissions flow in, or Bordereaux & Premium Processing for how reporting flows out.

Recommended Next Steps

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.

We are a part of