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-specific forms, endorsements, and binder tracking in one place.

Creating and Requesting Quotes

Creating and Requesting Quotes

Submit to multiple carriers and MGAs across Montana without rekeying, with clear market blocking and audit trails.

New Business and Renewals

New Business and Renewals

Coordinate new placements and renewals for admitted and E&S lines in Montana with consistent checklists and data intake.

Integrated Rating and Carrier Integration

Integrated Rating and Carrier Integration

Connect to carrier portals commonly used in Montana to prefill data and speed indications.

Document Management

Document Management

Control stamping packets, affidavits, and compliance notices required in Montana with versioned templates.

Workflow and Task Management

Workflow and Task Management

Assign tasks to producers and broker assistants with Montana filing deadlines and SLA alerts.

Integrated Accounting

Integrated Accounting

Track commissions, fees, surplus lines taxes, and premium finance for Montana placements with clean GL postings.

Claims Tracking

Claims Tracking

Monitor claim notifications and status for wholesale-bound policies in Montana to support clients and carriers.

Why Wholesalers in Montana choose Expert Insured

Purpose-built workflows for Montana surplus lines documentation and notices.
Faster market access with centralized submissions to carriers and MGAs serving Montana.
Real-time visibility across binders, endorsements, and policy changes to reduce follow-ups.
Accounting that handles complex splits, fees, and taxes common in Montana wholesale deals.
Easy rollout alongside existing carrier portals and networks in Montana.
Audit-ready document trails for regulators and partners in Montana.

Frequently Asked Questions

Use configurable checklists, templates, and approval steps to capture Montana-specific affidavits, notices, and stamping details, then store everything centrally with Document Management and enforce tasks through Workflow and Task Management.

Yes. Build one data set, generate market-ready submissions, and send to multiple partners in Montana using Creating and Requesting Quotes and streamline portal work via Integrated Rating and Carrier Integration.

Configure fee and tax rules for Montana and post clean entries with Integrated Accounting, including commission splits, returns, and reports suitable for reconciliation.

Yes. Assign work by role, region, or product line, and automate handoffs and due dates using Workflow and Task Management so Montana timelines are always met.

Track the entire lifecycle in Policy Management, with stage-specific controls and overviews in Policy Lifecycle Overview tailored to Montana requirements.

Use curated carrier and MGA profiles, then generate targeted submissions with Creating and Requesting Quotes so your Montana placements reach the right markets quickly.

Log FNOL, track carrier statuses, and keep clients updated using Claims Tracking, ensuring Montana claims activity is visible across your team.

Yes. Expert Insured supports wholesalers in Montana alongside teams like those on MGAs, MGUs, and Program Administrators and works with carriers as needed through Carriers. For additional context, see Wholesalers and browse our broader Solutions by Industry Segment.