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

Overview

Creating and requesting quotes in Expert Insured streamlines how underwriting, marketing, and distribution teams collect risk details, request indications, and produce formal quotes. It brings intake, market outreach, comparison, and proposal packaging into one workflow within Policy Management.

For MGAs, MGUs, wholesalers, and carriers, this reduces handoffs and removes rekeying across systems. Expert Insured functions as an insurance management system and also serves as an insurance operations platform, so teams can move from submission to quote with speed, control, and a full audit trail.

Why it Matters

  • Faster quote-to-bind by standardizing intake, market requests, and approvals
  • Higher hit ratios through consistent data quality, required fields, and rules-driven routing
  • Lower E&O risk with version history and audit-ready documentation tied to each quote
  • Better market collaboration with structured requests, side-by-side comparisons, and clear outcomes

Who it is For

How it Works

Why Expert Insured is Best for Creating and Requesting Quotes

Expert Insured unifies quote workflows, rules, and documents in a single insurance management system. Configurable intake, approvals, and comparison views keep underwriting standards consistent while giving teams flexibility by line and program.

Because quotes sit within the same data model as submissions, binders, and policies, there is no rekeying between quoting and issuance. Embedded document controls, version history, and audit trails provide governance without slowing work. The result is reliable speed from submission to decision to bind.

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Frequently Asked Questions

Yes. Build a single, complete submission and send structured requests to selected markets. Responses return to one workspace for comparison and audit.

Use the comparison view to review limits, deductibles, rates, and terms side by side. You can save snapshots as versions and proceed to Quote and Binder Generation when ready.

All quote-related files are stored in the Centralized Document Repository with consistent naming and metadata. Use Document Tagging and Search to find quotes by account, market, or term.

Yes. Accept the quote and hand off directly to Policy Issuance. The bound terms, forms, and attachments move forward automatically.

It supports both, using tailored intake for each path. Start from New Business and Renewals to ensure required data and documents are captured.

Every change creates a new version with timestamped notes and approver records. The audit trail remains attached to the submission and policy for lifecycle transparency via Policy Lifecycle Overview.

Yes. Proposal and binder packages pull approved terms and conditions from the selected quote using Quote and Binder Generation, ensuring accuracy and consistency.

It is a core workflow inside our insurance management system, connected to documents, lifecycle controls, and issuance in Policy Management. This keeps quoting aligned with downstream servicing and compliance.