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

Overview

TPA Integrations connect Expert Insured directly with third-party administrators to synchronize claim intake, statuses, reserves, payments, notes, and documents. This creates a single system of record inside Claims Tracking while TPAs continue using their own tools.

MGAs, MGUs, wholesalers, and carriers gain timely visibility and tighter financial control without manual uploads or email chases. Expert Insured, our agency management system, normalizes data from multiple TPAs so your teams can run consistent workflows and reporting.

Why it Matters

  • Faster decisions with real-time status, reserve, and payment updates from TPAs.
  • Lower leakage through automated reconciliation and exception handling.
  • Better client and carrier reporting with unified loss runs and dashboards.
  • Stronger auditability with mapped notes, documents, and time-stamped changes.

Who it is For

How it Works

Why Expert Insured is Best for TPA Integrations

Expert Insured unifies TPA claim feeds with your internal processes in one insurance management platform. Prebuilt mappings for statuses, reserves, and financials reduce implementation effort, while configurable connectors handle variations across TPAs. The same data powers workflow, documentation, analytics, and loss runs, so every team works from consistent information. As an agency management system, Expert Insured enforces governance with audit trails, role-based access, and monitoring that operations and compliance can trust.

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Frequently Asked Questions

We support any TPA that can exchange data via API, SFTP, or scheduled batch files. Our team configures field mappings and validations during onboarding to align with your claim schema and reporting needs.

Typical data includes FNOL details, status changes, reserves, payments, adjuster notes, and attachments. Notes and documents route to Adjuster Notes and Documentation, while financials flow into Reserve Tracking.

We map the TPA’s codes to your defined Claims Workflow and Statuses. That ensures consistent lifecycle reporting and triggers in Expert Insured even when individual TPAs use different terminology.

Yes. Integrated data feeds Claims Analytics and Dashboards, and TPA-managed files are included in Loss Run Generation and Sending with clear source attribution.

Yes. You can filter by carrier, program, and line of business, and apply field-level controls as needed. This keeps sensitive segments isolated while maintaining complete reporting elsewhere.

Most TPA connections are completed in 2 to 6 weeks, depending on the TPA’s endpoints, data quality, and testing availability. Prebuilt templates accelerate common mappings for statuses, reserves, payments, and notes.

You get alerts, retry controls, and an exception queue with clear error details. Operations can triage issues quickly, and corrected transactions are replayed without data loss.

We cross-check the claim’s policy and terms using Policy Management. Invalid or out-of-bounds updates are flagged for review to maintain data integrity.