Expert Insured joins the Selectsys Family of Solutions for MGAs, MGUs, Wholesalers, and Carriers Read the Press Release
This growing MGA was using five different tools to manage its day-to-day business — one for CRM, another for document storage, a separate workflow tracker, and spreadsheets for quoting and tasking. The result: constant context switching, data silos, missed follow-ups, and frustrated teams.
By moving to Expert Insured, the MGA brought everything under one roof.
We used to spend so much time just figuring out where things were. Now, everything we need is in one place