Launching an MGA or new program? Get our Starter Package - RQB + Expert Insured + BPO Pods.
Expert Insured (Policy Admin & Forms System), RQB, Automation, and BPO Pods, running as a single loop from intake to issuance, renewals, and analytics.
Six nodes power a continuous loop. Intake & Digitize → Appetite & Routing → RQB (Rate • Quote • Bind) → Issuance & Servicing → Renewal & Remarketing → Analytics & PQI.
A simple stack makes the flywheel work: Engagement, EI+RQB Operations, Enablement.
Pods are trained teams mapped to each node. Playbooks provide SOPs, checklists, SLAs, and escalation. Start with one pod and scale.
Cycle time –20–35% • ICS –30–50% • Hit ratio +3–7 pts • Retention lift +2–4 pts • Cost per policy –15–30%
Ranges depend on line of business, baseline, and scope
Request a workflow walkthroughIf you want to see the operating model in action across each stage of the insurance lifecycle, the following pages walk through how submissions flow into underwriting, policy administration, servicing, and daily operations.
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.