How Expert Insured Was Born: From Frustration to Innovation

Nearly 18 years ago working at a major MGA, I was part of a team working to solve a major operational challenge: our agency management system was holding us back. The platform required excessive manual data entry, and policies, endorsements, and notices were issued outside the system. Our underwriting and support teams were frustrated, and disjointed workflows across departments left little time for selling or servicing clients.

Recognizing the need for a better solution, we set out to build a modern system that could streamline operations, centralize information, and foster true collaboration. We brought together underwriters, brokers, and service teams and asked a simple but powerful question: What would make your job easier and faster?

After months of collaboration, design, and refinement, we launched what would become Expert Insured—a comprehensive platform with built-in workflows, Outlook integration, and centralized recordkeeping. It connected our teams through task queues, enabled work reassignments, and ensured nothing fell through the cracks. Quoting, binding, and policy changes became faster and more consistent.

Today, Expert Insured is more than just a system—it’s a growth engine for MGAs, wholesalers, and program administrators. With API integrations and AI-powered tools, it connects with third-party platforms, extracts critical data, and intelligently routes workflows—boosting productivity and accelerating your path to scale.

What started as a fix for our own challenges has evolved into a platform trusted by the industry’s most forward-thinking agencies.

Want to see what it can do for you? Book a demo and experience Expert Insured firsthand.