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.