The All-in-One Solution for MGAs & Wholesalers: How Expert Insured Combines AI, Rating, Policy Lifecycle, and Accounting for Complete Management

Introduction

Managing the entire insurance lifecycle can be a daunting task for MGAs and wholesalers, with processes spanning from underwriting to policy issuance and accounting. Expert Insured is a comprehensive agency management system developed with over 15 years of field experience and a recent refactor in .NET Core. Designed with scalability and configurability, it integrates AI-driven automation, robust rating tools, policy lifecycle management, and insurance-specific accounting into one powerful platform. This all-in-one solution empowers MGAs to maximize efficiency, minimize operational costs, and stay competitive.

Leveraging Two Decades of Expertise

Selectsys Tech brings over 20 years of expertise in the MGA and wholesaler space, resulting in a platform that addresses the real-world challenges of insurance operations. Over a dozen MGAs and wholesalers have used earlier versions of this platform, and today’s iteration in .NET Core reflects this accumulated experience and industry knowledge. The re-architected system supports multi-factor authentication, single sign-on (SSO), and configurability, allowing MGAs to customize workflows and scale their operations with confidence.

AI-Driven Automation for Improved Underwriting and Risk Assessment

Expert Insured incorporates AI-driven automation throughout its modules, particularly in underwriting and rating. Predictive analytics help underwriters assess risk more accurately, while automated processes reduce manual input, cutting down on administrative time and costs. This focus on AI ensures that MGAs can make more informed decisions, provide better service to clients, and remain agile in a competitive market.

Advanced Rating and Policy Lifecycle Management

Rating is a critical aspect of insurance management, and Expert Insured supports it through XL Rating and ISO rater compatibility, integrating seamlessly with carrier APIs. MGAs benefit from real-time quoting capabilities, making policy issuance quick and reliable. The policy lifecycle module covers renewals, endorsements, and compliance management, allowing MGAs to handle every stage with ease. Built in .NET Core, the platform’s configurability means MGAs can set up workflows that precisely match their operational needs.

Integrated Accounting for Comprehensive Financial Oversight

Expert Insured’s accounting solution, specifically designed for the insurance industry, ensures accurate commission tracking, premium management, and regulatory compliance. By combining financial data with operational insights, the platform provides MGAs with a full view of business performance, helping them optimize revenue and streamline financial processes.

Conclusion

Expert Insured stands out as the ultimate agency management system for MGAs, seamlessly integrating AI, rating, policy lifecycle, and accounting functions. Built on 15 years of proven use, a .NET Core foundation, and with the expertise of Selectsys Tech’s seasoned team, Expert Insured delivers scalability, security, and flexibility to meet the evolving demands of MGAs and wholesalers in today’s insurance landscape.