Overview
Document Tagging and Search gives every file a consistent identity and makes it findable in seconds. It applies structured tags on upload, organizes by transaction, and provides fast, precise search across submissions, quotes, binders, policies, and libraries.
Part of Document Management, this capability is built for MGAs, MGUs, wholesalers, and carriers who need reliable retrieval and audit-ready organization inside an agency management system and a modern insurance management platform.
Why it Matters
- Cuts handling time during new business, endorsements, audits, and renewals by making the right documents instantly discoverable.
- Reduces E&O exposure through consistent taxonomy, controlled access, and traceable changes.
- Improves underwriting and operations throughput with saved filters and repeatable search patterns.
- Supports compliance requests with permission-aware results and exportable audit context.
Who it is For
How it Works
- Auto-tag on ingest from drag-and-drop or integrated Outlook, with automatic type detection and categorization into the correct repository and transaction context. See Centralized Document Repository.
- Submission-aware organization by transaction type, including New, Renewal, Endorsement, Cancellation, and Audit, with quotes, binders, and policies indexed as they are placed. See Automatic Policy Association.
- Faceted search across policy number, insured, account, producer, agency or broker, writing company, document type, date range, and transaction type.
- Unified library search across Agency/Broker, Wholesaler/MGA, carrier Documents/Forms (Library and Policy Forms), and the Shared Documents/Library for form letters, applications, affidavits, guidelines, and marketing content.
- Full-text search for common file types including PDF, Word, and Excel, with quick preview and relevance-ranked results.
- Bulk tagging and rapid retagging with multi-select, plus standardized naming and metadata via Template Management.
- Saved searches and shareable smart filters so underwriting, operations, and compliance teams can reuse proven queries across the policy lifecycle and during new business and renewals.
- Permission-aware results with detailed event history for governance and audits. Learn more in Compliance and Audit Logs.
Why Expert Insured is Best for Document Tagging and Search
Expert Insured marries search quality with insurance context. Tags are applied at upload and enriched as items move from quote to bind, so documents inherit the right policy and transaction attributes without manual effort. Results respect roles and carrier, agency, or wholesaler repositories, and every action is tracked for compliance. Because tagging and search are embedded across workflows in our insurance management system, teams get accurate, lifecycle-aware results instead of generic file shares or bolt-on search.