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

Featured Capabilities

Policy Management

Policy Management

Manage the full policy lifecycle with Montana forms, rates, and compliance checkpoints.

New Business and Renewals

New Business and Renewals

Intake and triage submissions using underwriting rules tuned to Montana appetite and filings.

Creating and Requesting Quotes

Creating and Requesting Quotes

Standardize quoting from MGAs and wholesalers in Montana with approved rates and forms.

Integrated Rating and Carrier Integration

Integrated Rating and Carrier Integration

Connect to rating engines and core systems to apply Montana rates, fees, and territory rules.

Claims Tracking

Claims Tracking

Monitor claim status and regulatory timeframes in Montana, with alerts on cycle times and severity.

Integrated Accounting

Integrated Accounting

Automate premium, commission, and state tax allocations for policies written in Montana.

Document Management

Document Management

Control state forms, endorsements, notices, and retention schedules for Montana compliance.

Workflow and Task Management

Workflow and Task Management

Route tasks by state, line, and authority to keep Montana submissions and claims moving.

Why Carriers in Montana choose Expert Insured

Configurable products, rating, and forms to meet Montana requirements without custom code.
End-to-end visibility across MGAs and wholesalers writing in Montana.
Strong underwriting controls, audit trails, and approvals.
Accurate state-level accounting, taxes, and bordereaux reporting.
Flexible integrations with carrier cores, raters, and data providers.
Proven by carriers of all sizes; see how we support Carriers.

Frequently Asked Questions

Configure state rules in Policy Management and apply them consistently during quoting and issuance, with integrations to apply approved rates via Integrated Rating and Carrier Integration.

Yes. Standardize intake with New Business and Renewals and route by partner and authority using Workflow and Task Management; see how we work with MGAs, MGUs, and Program Administrators and Wholesalers.

Integrated Accounting supports state-level allocations, reporting, and reconciliations so Montana taxes and fees are calculated and posted accurately.

Use Claims Tracking for status, diaries, and cycle-time monitoring, and enforce adjuster assignments and follow-ups with Workflow and Task Management.

Yes. Maintain state-specific form sets and endorsements in Document Management and enforce usage through Policy Management.

Teams configure products and rates, preview the Policy Lifecycle Overview, and enable quoting via Creating and Requesting Quotes to move from design to issuance faster.

Yes. Leverage APIs and connectors through Integrated Rating and Carrier Integration to sync data, apply state rules, and reduce rekeying across systems.

Explore our overview for Carriers and browse Solutions by Industry Segment to see patterns you can apply in Montana.