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

Overview

Brokerage Workflow in Expert Insured orchestrates every step of wholesale and retail placement, from intake through market selection, quoting, bind, and handoff to issuance. It enforces consistent processes across producers, account managers, and placement teams while adapting to carrier and line requirements. See how it fits within Workflow and Task Management.

Built for MGAs, MGUs, wholesalers, and carriers, this capability reduces cycle times, improves compliance, and gives leaders real-time control over throughput. Expert Insured operates as a modern insurance operations platform that unifies brokerage tasks with downstream policy servicing.

Why it Matters

  • Shorter quote to bind cycles through standardized routing, SLAs, and automatic escalations.
  • Fewer reworks and E&O exposure by enforcing carrier and line-specific steps with auditable trails.
  • Improved placement hit rates with clear market selection, tracking, and multi-quote comparison.
  • Operational visibility for leaders via workload views, queue metrics, and bottleneck alerts.

Who it is For

How it Works

Why Expert Insured is Best for Brokerage Workflow

Expert Insured embeds brokerage best practices with granular queues, SLAs, and carrier-specific rules that are easy to configure without code. As an insurance management platform, it unifies placement with downstream policy servicing, so tasks, documents, and audit history stay connected from submission to issuance. Teams gain accurate workload controls, real-time metrics, and consistent execution at scale, whether you operate delegated authority programs or wholesale placements. It can also serve as your agency management system for brokerage operations while integrating tightly with policy workflows.

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Frequently Asked Questions

Brokerage Workflow manages intake, marketing to carriers, quote comparison, and bind. Issuance Workflow handles policy document generation, endorsements, and post-bind servicing tasks.

Yes. Use Role-Based Tasks Assignment and Queues to define roles, skills, and queues, then auto-route tasks or reassign based on availability and priority.

Configure tailored steps, checklists, and approvals per market using Custom LOB and Carrier Workflows. The workflow blocks progression until required items are complete.

Set timers by task type and service tier in SLA Tracking and Escalations. The system alerts owners, escalates to managers, and can auto-reassign to prevent breaches.

Yes. Use creating and requesting quotes to manage submissions, capture terms, and compare coverages, premiums, and conditions side by side before binding.

Yes. The new business and renewals workflow opens renewal tasks early, triggers market reviews, and tracks retention so teams can remarket with clear timelines.

Once bound, the file transitions to Policy Management for issuance, servicing, and endorsements. See the policy lifecycle overview for the full handoff.

Yes. Workload Visualization Tools provide queue depth, SLA risk, and user capacity views so managers can rebalance in real time.

Expert Insured supports AI-driven extraction and triage through our AI Solutions, which reduces manual data entry and accelerates routing to the right brokerage queues.