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

Overview

Template Management standardizes how your team creates, stores, and distributes letters, forms, emails, and checklists across the policy lifecycle. It sits within Document Management to keep every template organized, searchable, and available where work happens.

MGAs, MGUs, wholesalers, and carriers use this capability to speed submissions, reduce rework, and maintain consistent, compliant communications. Expert Insured brings this to life as an insurance operations platform with built-in controls for transaction-aware filing and auditability.

Why it Matters

  • Cuts cycle time by eliminating manual document assembly and repetitive edits.
  • Enforces consistent wording, branding, and regulatory language across markets and teams.
  • Improves audit readiness with versioned, governed templates tied to transactions.
  • Reduces data errors by pulling values from accounts, quotes, and policies.

Who it is For

How it Works

  • Centralized, role-aware template library under Documents/Library with a centralized repository for fast access.
  • Drag-and-drop upload and Outlook ingest to add or update templates, with auto-extract and categorization for organization.
  • Smart placeholders that merge account, submission, quote, and policy data from Policy Management to prefill documents.
  • Transaction-aware filing that segments by New, Renewal, Endorsement, Cancellation, and Audit, with automatic association during processing.
  • Version control and approvals with full compliance and audit logs.
  • Rapid attach to quotes, binders, policies, and endorsements throughout the policy lifecycle and during creating quotes.
  • In-platform email to send templated documents to brokers, underwriters, and stakeholders directly from the system.
  • Fast retrieval with consistent taxonomy plus document tagging and search.

Why Expert Insured is Best for Template Management

Expert Insured unifies templates with submission-level organization, carrier libraries, and shared repositories, so content is always in the right place at the right time. Outlook ingest, transaction-aware filing, and audit-ready controls minimize manual steps while preserving compliance. As an insurance management platform, it connects templates to every stage from new business through endorsement, with optional AI-assisted classification available through our AI Solutions. The result is a governed, scalable system that supports complex distribution across agencies, MGAs, wholesalers, and carriers.

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Frequently Asked Questions

Templates support standard formats including PDF, Word, and Excel. You can add them via drag-and-drop or ingest directly from Outlook for fast setup within Document Management.

Yes. Templates can use merge fields to pull data from accounts, submissions, quotes, and policies managed in Policy Management, reducing manual entry and errors.

Templates are grouped by transaction types like New, Renewal, Endorsement, Cancellation, and Audit. During processing, documents are routed to the correct section using automatic association.

Yes. Writing or Insuring Company documents live under Documents/Forms, where Library holds structured carrier documents and Policy Forms holds carrier-issued policy forms, all governed within Document Management.

Yes. Users can select templates and email documents from within the platform to brokers, underwriters, or other stakeholders, keeping a complete record in the file.

Version control and approval workflows, backed by detailed compliance and audit logs, ensure users pull the latest approved template.

Yes. Use consistent taxonomy plus document tagging and search to locate templates by line, carrier, transaction type, or keyword.

Each entity’s documents are organized in their respective tabs, including Agency/Broker, Wholesaler/MGA, and Documents/Forms. The shared library under Documents/Library supplies reusable content that can be attached to quotes, binders, policies, or endorsements across the ecosystem. As part of an insurance operations platform, this keeps multi-party workflows aligned.