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

Overview

Expert Insured streamlines the entire policy lifecycle from submission and quote to bind, issue, mid-term changes, and renewal. Built for production throughput and regulatory rigor, it gives MGAs, MGUs, wholesalers, and carriers one clear system of record under Policy Management.

As an insurance management platform, Expert Insured unifies workflows, documents, and approvals so teams move faster with fewer handoffs. Its configurable insurance management system capabilities adapt to diverse programs and lines without sacrificing control.

Why it Matters

  • Shorten quote to bind with standardized steps, templates, and approvals.
  • Reduce rekeying and errors by centralizing data, documents, and versions.
  • Improve compliance with complete histories of endorsements, notices, and forms.
  • Increase operational visibility with real-time status across submissions, policies, and renewals.

Who it is For

How it Works

Why Expert Insured is Best for Policy Lifecycle Overview

Expert Insured ties lifecycle steps to a single data model, so every quote, binder, policy, and endorsement references the same authoritative record. Configurable workflows, document automation, and approvals deliver speed without losing governance. As an insurance management platform, it scales from niche programs to multi-line portfolios, and as needs evolve the same environment supports advanced capabilities without rework.

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Frequently Asked Questions

Expert Insured supports intake, quoting, bind, issuance, mid-term changes, cancellations and reinstatements, and renewal. Explore details in New Business and Renewals, Creating and Requesting Quotes, and Policy Issuance.

Yes. You can tailor steps, approvals, and document sets per program and LOB, including appetite checks and required fields. See examples across Solutions by Line of Business.

Documents are centralized, versioned, and automatically linked to the correct account, submission, and policy using metadata. See Centralized Document Repository, Automatic Policy Association, and Document Tagging and Search.

Yes. You can process notices, cancellations, and reinstatements with required reasons, effective dates, and form packs. See Endorsements, Notices, Cancellations, and Reinstatements.

Yes. Pricing, terms, and approved templates produce consistent quote and binder documents in a few clicks. See Quote and Binder Generation.

Issuance packages are assembled from approved forms libraries and validated for numbering and required artifacts. See Policy Issuance.

Renewals use prior-term data, underwriting rules, and tasks to drive timely marketing and decisioning. See New Business and Renewals.

Underwriting, policy admin, and operations teams collaborate in one place, with controlled access for distribution and carrier partners. Learn more in Policy Management.