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.

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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.