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

Featured Capabilities

Policy Management

Policy Management

Centralize submissions, endorsements, and issuance for delegated programs in Montana with clear audit trails.

New Business and Renewals

New Business and Renewals

Orchestrate repeatable new business and renewal workflows tuned to Montana program rules and SLAs.

Creating and Requesting Quotes

Creating and Requesting Quotes

Generate and request quotes aligned to carrier requirements, ensuring fast turnarounds for Montana risks.

Integrated Rating and Carrier Integration

Integrated Rating and Carrier Integration

Connect to carrier rating and submission endpoints to streamline multi-carrier quoting and binding in Montana.

Document Management

Document Management

Control forms, endorsements, and state-specific notices so every Montana document is current and versioned.

Workflow and Task Management

Workflow and Task Management

Route tasks by authority level, line of business, and Montana compliance checkpoints to avoid bottlenecks.

Integrated Accounting

Integrated Accounting

Reconcile producer payables, carrier payables, and taxes with board-ready financials across Montana programs.

Claims Tracking

Claims Tracking

Track claim status across TPAs and carriers with visibility by program and jurisdiction in Montana.

Why MGAs, MGUs, and Program Administrators in Montana choose Expert Insured

Built for delegated authority with carrier-grade controls and audit logs.
Fast configuration of state-specific workflows and document sets for Montana.
Direct carrier connectivity to reduce rekeying and speed bind decisions.
Clear bordereaux, settlements, and payables to maintain carrier trust.
Visibility across programs, producers, and lines operating in Montana.
Modern, secure platform that scales as your authority expands.

Related Articles

What to track in bordereaux and carrier reports

Frequently Asked Questions

Configure forms, tasks, and approvals by jurisdiction so your Montana programs follow consistent, auditable steps. Start with core flows in Policy Management and add checkpoints in Workflow and Task Management.

Yes. Use Creating and Requesting Quotes with Integrated Rating and Carrier Integration to reduce rekeying and accelerate quote-to-bind for Montana submissions.

Set templated intake, underwriting, and renewal milestones using New Business and Renewals, then oversee each step in the Policy Lifecycle Overview.

Keep up-to-date forms, notices, and evidence in Document Management, and use Integrated Accounting for clean settlements and exports aligned to Montana program needs.

Use Claims Tracking to monitor status, reserve changes, and notes by program and carrier, giving Montana stakeholders real-time visibility.

Yes. Integrated Accounting supports producer statements, carrier settlements, and tax calculations with clear audit trails across your Montana portfolio.

Yes. Collaborate seamlessly with distribution partners and align workflows using our guidance for Wholesalers, while you govern program rules centrally.

Use Integrated Rating and Carrier Integration to exchange data with carrier portals and rating services, and manage program execution in MGAs, MGUs, and Program Administrators.