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

Overview

SLA Tracking and Escalations in Expert Insured gives operations leaders real-time control over turnaround commitments across underwriting, brokerage, and issuance. The insurance operations platform measures time-in-stage, enforces due dates, and escalates items before deadlines are missed. It natively ties into Workflow and Task Management so service targets are maintained without manual follow-up.

For MGAs, MGUs, wholesalers, and carriers, consistent SLAs protect broker relationships, secure carrier capacity, and reduce E&O exposure. As your agency management system, Expert Insured aligns service levels across lines, carriers, and teams with clear rules and audit trails.

Why it Matters

  • Protects broker and carrier commitments with predictable turnaround times and proactive escalations
  • Reduces loss of premium by surfacing expiring quotes and pending binds before deadlines
  • Lowers operational risk through auditable SLA policies, pause reasons, and exception handling
  • Improves staffing decisions with workload visibility by queue, role, and stage

Who it is For

How it Works

Why Expert Insured is Best for SLA Tracking and Escalations

Expert Insured embeds SLAs directly in the workflow engine, not as a bolt-on timer. Configuration is granular, no code, and consistent across submission, quoting, bind, and issuance. Escalations resolve to roles and queues with clear ownership, while pause reasons and full history provide defensible audit trails. Real-time workload visibility prevents bottlenecks and supports capacity planning at scale. As an insurance management platform, Expert Insured aligns service targets with carrier and broker requirements so every team operates to the same standard.

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Frequently Asked Questions

Escalations can trigger on approaching due dates, time-in-stage thresholds, quote expirations, bind-by dates, and priority flags. Rules can also reference carrier-specific requirements using Custom LOB and Carrier Workflows and route to roles or queues via Role-Based Tasks Assignment and Queues.

Yes. Create SLA policies by LOB, carrier, segment, or account tier in Custom LOB and Carrier Workflows. Those policies apply across the lifecycle managed in Policy Management.

Timers are tied to workflow stages. As items move from intake in Brokerage Workflow to document generation and bind in Issuance Workflow, the system tracks time-in-stage and due dates with a complete audit trail.

Yes. Users can place items on hold with required reason codes and supporting notes. The pause is recorded for compliance in Workflow and Task Management, and timers resume automatically when the hold is released.

Escalation rules route to roles, users, or management queues defined in Role-Based Tasks Assignment and Queues. You can also auto reassign based on availability and current capacity.

Dashboards show SLA attainment, aging by stage, and items at risk. Operations leaders can use Workload Visualization Tools for capacity decisions and export reports for partner reviews.

Yes. SLA policies cover new business, renewals, and midterm work. They align with steps outlined in New Business and Renewals and quote workflows in Creating and Requesting Quotes.

Define partner-specific targets in Custom LOB and Carrier Workflows and segment them by distribution type using Solutions by Industry Segment. Reports provide evidence of attainment for brokers and carriers.