Expert Insured joins the Selectsys Family of Solutions for MGAs, MGUs, Wholesalers, and Carriers Read the Press Release

The Problem

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.


The Solution

By moving to Expert Insured, the MGA brought everything under one roof.

  • Centralized CRM with contact and broker visibility across accounts
  • Document management directly tied to policies and submissions
  • Task assignments, follow-ups, and approval workflows built into the same system
  • Real-time dashboards and audit trails to manage every piece of work from intake to bind

The Impact

  • Entire operation now runs on a single platform
  • No more lost documents, missed tasks, or data reentry
  • Clear visibility into what’s done, what’s pending, and who’s responsible
  • Happier staff, faster onboarding, and fewer tech headaches

We used to spend so much time just figuring out where things were. Now, everything we need is in one place

— Director of Operations, MGA