What does Expert Intake do?

Expert Intake uses AI to read inbound submission emails and attachments, extract key fields, create structured submission records, de-duplicate and clear accounts, and route work to the right team so quoting can start faster. See how it fits alongside our other AI Solutions.

How does it classify emails and attachments?

Expert Intake works with our Expert Inbox - Email Classification and Routing to detect submission intent, identify the account, and route items to the correct queue with required documents attached.

Which documents and fields can it extract?

The service recognizes common submission documents and pulls insured details, lines of business, locations, exposures, and other key values. For deeper form and schedule parsing, it pairs with Expert Inspect - Intelligent Document Extraction.

How are duplicates and account clearance handled?

Incoming items are matched against existing accounts and open submissions using configurable rules; if a new account is warranted, one is created and documented. Clearance is logged within New Business and Renewals.

Can it auto-create tasks and assignments for the team?

Yes. Based on routing rules and SLA targets, it creates tasks, assigns owners, and sets due dates in Workflow and Task Management.

How does extracted data flow into rating and quoting?

Normalized fields populate quote requests and rating inputs automatically, reducing rekeying in Creating and Requesting Quotes and pushing data through Integrated Rating and Carrier Integration.

How do we monitor accuracy and exceptions?

Exceptions are surfaced as tasks and all source documents remain linked in Document Management, so reviewers can compare extracted fields to originals and correct quickly.

Where does the intake record live after binding?

All intake artifacts and fields remain part of the client and policy record in Policy Management, ensuring a single system of record from submission through the full lifecycle.

Expert Insights – Analytics & Performance Dashboards | MGA Reporting & Insurance Analytics

Featured Capabilities

Operational Performance Dashboards

Track underwriting and submission activity in real time with dashboards that highlight pipeline volume, quote activity, and bind performance.

Submission count
Quotes issued
Policies bound
Bound premium
Bind ratio
Quote hit ratio
Average time to quote
Average time to bind

These dashboards allow teams to quickly identify production trends and underwriting bottlenecks.

Submission Funnel Analytics

Visualize the full lifecycle of incoming submissions as they move through underwriting workflows.

Total submissions received
Submissions currently quoting
Submissions in underwriting review
Policies bound
Average days in each stage

This provides leadership with clear insight into pipeline efficiency and conversion performance.

Book of Business Analytics

Understand the composition and performance of the portfolio with dynamic book of business dashboards.

Written premium
House commission
Policy count
Average premium per policy
Renewal ratio
Premium by line of business

These dashboards allow MGAs to monitor portfolio growth and profitability.

Geographic Distribution

Analyze premium and policy distribution across regions to identify concentration risk and growth opportunities.

Premium by state
Policy count by state
Geographic premium heat maps
Regional production trends

This provides insight into where underwriting activity and premium are concentrated.

Broker and Carrier Performance

Measure production across brokers, producers, and carrier partners.

Top brokers by premium
Premium by carrier or program
Policy count by producer
Broker production rankings

This helps MGAs identify high performing distribution partners and growth opportunities.

Line of Business Performance

Track performance across all lines of business written by the MGA.

Premium by line of business
Bind ratio by line of business
Quote activity by product
Policy count by product line

These dashboards help leadership understand which programs are driving revenue.

Why Expert Insights Matters

Insurance organizations generate enormous volumes of operational data. Without a centralized analytics platform, this information often remains fragmented across spreadsheets, policy systems, and accounting tools.

Expert Insights consolidates operational, underwriting, and portfolio data directly inside the Expert Insured platform, giving MGAs and carriers a single source of truth for performance monitoring and strategic decision making.

By providing immediate visibility into pipeline activity, book of business trends, and partner performance, Expert Insights helps organizations operate more efficiently and grow with confidence.

Frequently Asked Questions

Expert Insights analyzes submission activity, quote and bind performance, policy data, premium metrics, broker production, and geographic distribution across the entire Expert Insured platform.

Yes. Dashboards can be filtered by date range, line of business, carrier, broker, policy status, and other operational attributes.

Expert Insights is used by underwriting teams, MGA executives, program managers, and operations leaders to monitor pipeline activity and portfolio performance.

Dashboards refresh automatically as new submissions, quotes, and policies are created in the platform.

Yes. Dashboards can be embedded inside internal portals and exported for reporting or executive presentations.