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

AI Submission Intake

Automatically ingests email submissions, classifies by type (e.g. New, Endorsement), and extracts data from body and attachments. Submissions route to workflows instantly.

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Workflow & Task Management

Prebuilt workflows for each LOB. Auto-assigns work, tracks SLAs, flags bottlenecks. Fully configurable.

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Integrated Rating & Issuance

Rate using Expert Rating Engine. Generate bindable quote packets. Issue policies with one click.

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Program Oversight & Bordereaux

Real-time dashboards, quote-to-bind ratios, export-ready bordereaux by carrier or program. Built-in compliance validation.

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Frequently Asked Questions

Expert Insured provides configurable workflows, rate structures, and compliance tools tailored to California insurance regulations.

Yes. The system generates California-specific affidavits, stamping fee reports, and required notices for E&S placements.

Absolutely. You can apply geographic restrictions, referral triggers, and form variations specific to California.

Expert Insured can generate bordereaux, production summaries, and tax filings filtered by California.

Yes. The platform includes automated workflows for California-compliant non-renewals, conditional renewals, and cancellations.