Agency Management Systems
Quote & Bind Platforms
BPO Services
Launching an MGA or new program? Get our Starter Package - RQB + Expert Insured + BPO Pods.
MGAs, carriers launching delegated programs, and wholesale brokers all face the same challenge: finding a system that can move at the speed of modern distribution.
The right agency management system (AMS) or policy administration system (PAS) can reduce manual work, improve accuracy, and connect every part of your operation.
This guide explains what to look for, common mistakes to avoid, and how to evaluate solutions that support the full insurance workflow: Quote → Issue → Service.
Modern MGAs launch niche programs, partner with multiple carriers, and serve retail brokers at scale. They need systems designed for speed, integration, and compliance.
A generic agency management system built for retail agencies rarely fits this model. It cannot handle delegated authority, multi-carrier workflows, or embedded distribution efficiently.
A purpose-built AMS supports rating, policy management, renewals, and operations in a single connected environment.
Learn how Expert Insured (AMS) connects quoting, forms, and servicing.
Your AMS should be API-first and able to integrate with carrier portals, rating engines, agency networks, and data sources.
Look for built-in support for appetite rules, automated submissions, and document ingestion.
See RQB (Rate • Quote • Bind) for an example of a multi-carrier rating and quoting engine.
Your business changes often. New carriers, new lines, and updated rules are part of growth. Choose an AMS that allows business users to make configuration updates quickly without relying entirely on IT or custom code.
A complete AMS manages the full policy lifecycle: quote, bind, issue, endorse, renew, and cancel. It should maintain a detailed audit trail for compliance, bordereaux, and delegated authority reporting.
Learn more about policy issuance and servicing workflows inside Expert Insured.
Technology alone is not enough. Make sure your AMS connects with the operational resources that keep programs running.
Selectsys BPO Pods extend your back office with trained specialists who handle submissions, renewals, COIs, audits, and FNOL support.
Your AMS should give you visibility into quoting speed, hit ratio, SLA compliance, and policy quality. A built-in analytics dashboard helps you monitor performance and drive decisions.
Learn how PQI (Policy Quality Index) measures accuracy and turnaround.
Ensure the system is cloud-based, SOC-compliant, and supports role-based permissions. Look for structured audit logs, encryption standards, and secure integration options for carrier and client data.
Selectsys platforms run on Azure enterprise infrastructure with full compliance and data protection.
Explore the Compare AMS for MGAs Hub to see how Expert Insured performs next to other systems.
The terms AMS and PAS are often used interchangeably, but they focus on different parts of the process.
A modern AMS built for MGAs should launch in weeks, not months. The goal is to get your first program live quickly, then expand configuration as you grow. Start with your core workflows (Quote → Issue → Service), validate integrations, then iterate.
See the Starter Package for fast implementation options that combine RQB, Expert Insured, and BPO Pods.
Selecting the right agency management system defines how fast you can launch and how confidently you can scale. A connected AMS that ties quoting, policy issuance, servicing, and operations into one loop gives MGAs and carriers the foundation they need to compete.
To see how Selectsys can connect your Quote → Issue → Service workflow today.