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

Overview

Expert Insured’s centralized repository brings every policy, submission, and correspondence document into one organized workspace within our insurance operations platform. It supports drag-and-drop uploads and direct ingest from integrated Outlook, so PDFs, Excel, and Word files land in the right place without manual sorting. See how it fits within Document Management.

For MGAs, MGUs, wholesalers, and carriers, the repository reduces email sprawl, tightens compliance, and speeds quoting and binding. As part of our insurance management platform, it keeps documents policy-aware and transaction-specific from first submission through renewal.

Why it Matters

  • Reduces E&O risk with structured filing by transaction type and carrier form libraries.
  • Speeds submissions and endorsements with automatic placement of quotes, binders, and policies.
  • Improves audit readiness through traceable activity and consistent retention across entities.
  • Streamlines broker and underwriter communication with in-platform email and share-ready packets.

Who it is For

How it Works

  • Outlook ingest and drag-and-drop uploads for PDFs, Excel, and Word, with auto-extraction and type categorization for fast, accurate filing.
  • Submission-level organization grouped by New, Renewal, Endorsement, Cancellation, and Audit, with quotes, binders, and policies automatically added during processing. See the broader flow in Policy Lifecycle Overview.
  • Smart association of documents to accounts, policies, and transactions using Automatic Policy Association.
  • Fast retrieval using structured tags, filters, and keyword search powered by Document Tagging and Search.
  • Role-based libraries by entity: Agency/Broker tab for contracts, E&O, and licenses; Wholesaler/MGA tab under Documents/Documents for contracts and profit-sharing agreements; Writing or Insuring Company under Documents/Forms with carrier Library and Policy Forms.
  • Shared Document Library under Documents/Library for form letters, applications, affidavits, underwriting guidelines, and marketing content attachable to quotes, binders, policies, or endorsements.
  • In-platform email to brokers, underwriters, and stakeholders with attachments pulled from Documents, Library, Policy Forms, or Marketing. Useful throughout New Business and Renewals and when creating and requesting quotes.
  • Governed access and audit-ready activity history supported by Compliance and Audit Logs.

Why Expert Insured is Best for Centralized Document Repository

Expert Insured unifies documents with policy context, not just storage. Tight integration with Policy Management and Automatic Policy Association ensures files are placed by account, policy, and transaction without manual re-indexing. Advanced findability from Document Tagging and Search, reusable templates via Template Management, and detailed Compliance and Audit Logs make our agency management system dependable at scale for regulated workflows.

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Frequently Asked Questions

You can upload standard formats including PDF, Excel, and Word via drag-and-drop or from integrated Outlook, preserving file fidelity and metadata for downstream use.

Incoming emails and attachments from Outlook are ingested, then auto-extracted and categorized by type so items land in the correct folders and submission sections with minimal manual sorting. Learn more under Document Management.

Documents are grouped by transaction type, including New, Renewal, Endorsement, Cancellation, and Audit. Quotes, binders, and policies are automatically added to the proper section as the submission progresses.

Yes. Files are matched to accounts, policies, and transactions using rules in Automatic Policy Association, reducing re-filing and indexing work.

Use the Agency/Broker tab for agency contracts, E&O, and licenses. Store wholesaler or MGA materials under the Wholesaler/MGA tab in Documents/Documents. Writing or Insuring Company documents belong under Documents/Forms, with carrier Library for structured reference and Policy Forms for carrier-issued forms.

During submission, attach from Documents, Library, Policy Forms, or Marketing and send via in-platform email. This fits naturally into creating and requesting quotes and the broader Policy Lifecycle Overview.

Yes. Use tags, categories, and keyword search to find documents quickly across accounts and transactions with Document Tagging and Search.

All document actions are logged with timestamps and user context, enabling complete traceability and audit readiness through Compliance and Audit Logs.