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

Overview

New Business and Renewals in Expert Insured centralize submission intake, underwriting, quote to bind, and renewal workflows in one place. It connects the front office and back office so teams can move faster with fewer handoffs, all within Policy Management.

Built for MGAs, MGUs, wholesalers, and carriers, this capability shortens cycle times, improves submission quality, and ensures consistent processes across markets and lines. Expert Insured brings a modern agency management system experience to the entire policy lifecycle.

Why it Matters

  • Reduce time to quote and bind with guided intake, automated tasks, and precise handoffs.
  • Improve hit ratio and retention with renewal prefill, remarketing tools, and timely outreach.
  • Strengthen compliance through clear authorities, auditable actions, and controlled document handling.
  • Minimize rekeying and errors by reusing structured data from submission through issuance and renewal.

Who it is For

How it Works

Why Expert Insured is Best for New Business and Renewals

Expert Insured was designed for intermediated distribution and complex risks, not retrofitted from personal lines. You get configurable workflows that match your authority model, deep document intelligence for unstructured submissions, and reliable data carryforward from submission through renewal. As a proven agency management system and insurance management platform, it delivers consistent execution at scale while preserving underwriter judgment where it matters.

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Frequently Asked Questions

Drag and drop documents or forward emails to the platform to capture files and data. Materials are stored in the Centralized Document Repository and linked to the right account or policy with Automatic Policy Association.

Yes. You can request, chase, and compare market responses in one workspace using the tools for Creating and Requesting Quotes.

Use templates to generate professional proposals and binders, with versioning and approvals handled through Quote and Binder Generation.

Bound terms flow directly into issuance with prefilled data and document sets, reducing rekeying through Policy Issuance.

Renewals are automatically scheduled from the expiring policy, prefilled with current data, and guided by milestones in the Policy Lifecycle Overview.

Yes. Midterm endorsements, notices, cancellations, and reinstatements are tracked and reflected in the file using Endorsements, Notices, Cancellations, and Reinstatements.

Use Document Tagging and Search to surface loss runs, inspections, and expiring terms instantly across the account.

All actions are recorded with timestamps and user context, and workflows can require approvals based on role and premium thresholds within Policy Management.