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Key Features
- Policy Management
- Document Management
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Workflow and Task Management
- Brokerage Workflow
- Issuance Workflow
- Role-Based Tasks Assignment and Queues
- SLA Tracking and Escalations
- Custom LOB and Carrier Workflows
- Workload Visualization Tools
- Approvals and Authorization
- Work Ownership and Team Handoffs
- Certificate of Insurance Requests
- Loss Run Requests
- Inspections and Recommendations
- SLA Filings
- Integrated Accounting
- Integrated Rating and Carrier Integration
- Claims Tracking
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EXPERT INSURED
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Streamline the insurance lifecycle with Expert Insured, an end-to-end platform for MGAs, MGUs, Wholesalers, and Carriers, delivering secure, scalable solutions from submissions to policy issuance.
LET’S BUILD YOUR NEXT CHAPTER
Your business.
At its best.
See what a truly connected insurance operation can do.