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

Overview

Work Ownership and Team Handoffs in Expert Insured provide reliable task assignment, clear accountability, and controlled transitions across underwriting, brokerage, and servicing. It connects every step in your operational flow so MGAs, MGUs, wholesalers, and carriers know exactly who owns each item and what happens next. See how this capability fits within our broader Workflow and Task Management.

Built on Expert Insured’s insurance operations platform, this feature reduces rework, speeds cycle times, and improves compliance by orchestrating ownership and handoffs with precision across your lines of business and carrier-specific processes.

Why it Matters

  • Reduces leakage by ensuring every submission, endorsement, and issuance task has a clear owner and due date
  • Speeds quote to bind by automating handoffs between brokerage, underwriting, and policy issuance
  • Improves compliance and audit readiness with a complete trail of ownership changes and escalations
  • Balances workload by routing tasks to the right queues and reassigning work when teams shift

Who it is For

How it Works

Why Expert Insured is Best for Work Ownership and Team Handoffs

Expert Insured unifies workflow, task control, and policy data in one insurance operations platform, so ownership moves with the record rather than across disparate systems. Configurable rules handle real-world edge cases like split assignments, broker-to-underwriter callbacks, and back-office issuance, while preserving an immutable audit trail. Out-of-the-box templates accelerate go-live, and granular controls meet the needs of regulated carriers and fast-moving MGAs alike. For teams seeking an enterprise-grade insurance management system with dependable handoffs, Expert Insured sets the standard.

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Frequently Asked Questions

Yes. Use role-based queues to route work to a team and automatically assign it to the next available or most suitable user. See Role-Based Tasks Assignment and Queues for configuration options.

Design transitions in your Brokerage Workflow to hand off to underwriting, and mirror the return path for referrals or additional information. Carrier-specific variations can be set in Custom LOB and Carrier Workflows.

Set backup owners and delegation rules so work reassigns automatically during absences. Admins can bulk transfer items from a departed user to a queue or a named replacement with a complete audit trail.

SLA timers follow the work item across owners. Breach warnings, reminders, and escalations are set per step using SLA Tracking and Escalations.

Yes. Each assignment, transfer, escalation, and completion is timestamped and attributed to a user or rule, with links to the underlying record in Policy Management and the Policy Lifecycle Overview.

Yes. Create LOB-specific and carrier-mandated steps, approvals, and queues using Custom LOB and Carrier Workflows. For coverage variations, see Solutions by Line of Business.

Ownership and accountability persist across stages, including quoting and policy issuance, with guided actions in Creating and Requesting Quotes and downstream steps in Issuance Workflow.

Yes. Queue and owner-level metrics show inflow, aging, SLA status, and transfer volumes so leaders can rebalance work and adjust staffing. Data can be filtered by role, LOB, and carrier-specific workflows.