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

Overview

Issuance Workflow orchestrates every step from bind confirmation to delivering a compliant policy package. It standardizes tasks, timelines, and approvals so MGAs, MGUs, wholesalers, and carriers can issue accurately, faster, and with full oversight. Issuance is part of Workflow and Task Management.

Expert Insured brings issuance into one agency management system and insurance management platform, connecting quotes, binds, documents, and policy records with controls your operations can trust.

Why it Matters

  • Cuts cycle time from bind to policy by eliminating handoffs and chasing work.
  • Reduces E&O exposure with enforced checklists, approvals, and audit trails.
  • Honors carrier and line of business rules through configurable steps and validations.
  • Protects SLAs with timers, alerts, and clear ownership.

Who it is For

How it Works

Why Expert Insured is Best for Issuance Workflow

Expert Insured unifies underwriting, quoting, binding, and issuance in a single insurance management platform with configurable, carrier grade controls. You get prebuilt templates for common lines, granular permissions, SLA enforcement, and audit ready histories, all designed for MGA and wholesale operations and extensible to carrier teams.

Related Articles

The Complete Guide to Streamlining New Business and Renewals
The Rise of AI Submission Processing: Real-World Impact for MGAs
The Ultimate Guide to Choosing Your Agency Management System

Frequently Asked Questions

Yes. Use configurable templates in Custom LOB and Carrier Workflows to define tasks, validations, documents, and approvals per program.

Work is routed based on role, authority level, and capacity using Role-Based Tasks Assignment and Queues, ensuring the right user owns each step.

SLA timers trigger alerts and escalate to managers using SLA Tracking and Escalations, so issues are resolved before deadlines slip.

Yes. Data flows from Creating and Requesting Quotes through bind and into issuance, with status and documents visible in Policy Management.

Yes. Define shared steps and handoffs with Brokerage Workflow so both parties see tasks, documents, and deadlines.

Set separate paths and checklists in the workflow, while keeping a unified record in Policy Lifecycle Overview.

Use Workload Visualization Tools for SLA dashboards, throughput metrics, and queue analysis across teams.

Yes. Apply authority thresholds and approvals using Role-Based Tasks Assignment and Queues to control who can issue, counter sign, or release documents.