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

Overview

Automatic Policy Association links inbound and generated documents to the correct account, policy, and transaction without manual filing. It works across drag-and-drop uploads and integrated Outlook ingestion, so files land in the right place from the start and stay organized throughout the lifecycle. See how this fits within Document Management.

For MGAs, MGUs, wholesalers, and carriers, this reduces rework, speeds servicing, and strengthens audit readiness. Expert Insured delivers this as part of its insurance management platform for day-to-day accuracy at scale.

Why it Matters

  • Cuts manual filing time and reduces E&O exposure by ensuring documents attach to the right policy and transaction.
  • Speeds quote-to-bind and post-bind servicing because teams find the latest versions instantly.
  • Improves compliance with complete, traceable document sets per account, submission, and policy.
  • Lowers duplication by auto-categorizing Outlook uploads and routing generated documents to the proper folders.

Who it is For

How it Works

  • Rules-driven matching to associate documents by policy number, insured, effective dates, and transaction context from submissions and policies.
  • Outlook ingestion that auto-extracts and categorizes files, combined with drag-and-drop into the centralized document repository.
  • Submission-level organization that groups documents by New, Renewal, Endorsement, Cancellation, and Audit, with quotes, binders, and policies automatically placed during processing.
  • Automatic routing to the correct tabs: Agency/Broker documents, Wholesaler/MGA documents, and carrier Documents/Forms, including structured Library and Policy Forms.
  • Fast retrieval using document tagging and search so users can filter by account, policy, transaction, or document type.
  • Attachments pulled from Documents, Library, Policy Forms, or Marketing during submission, then sent via in-platform email to brokers, underwriters, and stakeholders.
  • Full traceability with compliance and audit logs that record association, edits, and reassignments.
  • Tight linkage with Policy Management across the policy lifecycle, including new business and renewals and quote creation.

Why Expert Insured is Best for Automatic Policy Association

Expert Insured unifies policy and document data in one agency management system, so filing is precise and immediate without extra clicks. Association rules are built around real insurance workflows, including submission stages and carrier form libraries, which prevents misfiling and version drift. As an insurance operations platform, it pairs automatic routing with rigorous audit trails and search, giving underwriting and servicing teams speed without losing control. This tight integration is hard to replicate with bolt-on tools or generic file storage.

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Frequently Asked Questions

It matches on policy number, account, insured name, effective dates, and document type, plus submission context when available. You can refine with tags and metadata, and quickly confirm matches using document tagging and search.

Yes. Reassign a document from its details view to the correct policy or transaction. All changes are recorded in compliance and audit logs for full traceability.

Yes. Documents are grouped at the submission level by New, Renewal, Endorsement, Cancellation, and Audit. Quotes, binders, and policies are automatically added to the correct section during processing, aligned with the policy lifecycle.

Yes. Uploads from integrated Outlook are auto-extracted and categorized, then associated to the right account, policy, and transaction. You can also drag and drop into the centralized repository.

Carrier materials reside under Documents/Forms, with Library for structured, categorized items and Policy Forms for carrier-issued forms. Shared templates and letters live in Documents/Library. See template management for creating and maintaining reusable content.

Yes. Email documents directly from the system to brokers, underwriters, or other stakeholders. During submission you can attach from Documents, Library, Policy Forms, or Marketing, then send in-platform.

Automatic association ensures complete document sets per policy and transaction, while audit logs provide a chain of custody for uploads, edits, and reassignments.

Yes. Automatic association supports a wide range of lines, from specialty to personal. Explore coverage in Solutions by Line of Business and configure rules to reflect your product structures within Policy Management.