Expert Insured is a comprehensive insurance operations platform built specifically for Managing General Agents (MGAs) and wholesalers. It manages the entire insurance lifecycle, including submissions, rating, quoting, policy issuance, endorsements, and renewals, all within a secure, cloud-based system.

Expert Insured’s flexible and user-friendly setup allows for quick deployment, often going live in just days rather than weeks. This enables MGAs and wholesalers to start seeing immediate improvements in efficiency and productivity.

Yes, Expert Insured is designed to streamline multi-carrier distribution. It offers seamless integration with carrier APIs, including XL Rating and NetRate, providing real-time rates, quotes, and policy issuance from multiple carriers on one platform.

Expert Insured leverages AI-driven automation to simplify underwriting, enhance rating accuracy, and reduce manual tasks. Automation tools help with data population, predictive analytics, and workflow management, allowing your team to focus on higher-value tasks.

Yes, Expert Insured includes a robust accounting module that supports premium tracking, billing, commission management, and invoicing, all with regulatory compliance. It’s designed to manage financial aspects accurately across multiple carriers and policies.

Expert Insured connects directly with carrier systems via APIs, enabling real-time data exchange and seamless policy updates. With tools like XL Rating, you can quickly bring programs to market, significantly reducing time-to-market. Integrations with XL Rating and NetRate, an ISO-based rating solution, ensure carrier-specific data, rates, and quotes remain accurate and seamlessly updated within Expert Insured.

Expert Insured is hosted on Microsoft Azure, which adheres to industry standards like GDPR and SOC 2. The platform includes data encryption, multi-factor authentication, and IP whitelisting to safeguard sensitive information, ensuring the highest level of data security and compliance.

The client portal provides clients with real-time access to their policy information, self-service options for updates, and automated notifications. This transparency fosters trust and satisfaction, reducing administrative workload and enhancing the overall customer experience.

Expert Insured includes a comprehensive reporting and analytics suite, providing real-time insights into business performance, policy metrics, and compliance. Customizable dashboards allow users to monitor key metrics, helping to make data-driven strategic decisions.

Absolutely. Built on Azure’s scalable infrastructure, Expert Insured is designed to grow with your business, making it an ideal long-term solution for MGAs and wholesalers. Its configurable workflows and flexible platform adapt to your needs as you expand.

To experience the full capabilities of Expert Insured and see how it can streamline your operations, you can schedule a demo by contacting us through our website or emailing us directly at sales@expertinsured.com.

Our platform is preconfigured to support all commercial lines in Property & Casualty (P&C), as well as personal lines. This includes General Liability, Commercial Property, Workers' Compensation, Commercial Auto, and Cyber Liability, among others, allowing for quick deployment and customizable options to meet your specific needs.

Yes, Expert Insured offers customizable workflows and configurations to align with your agency's unique operational needs.

Expert Insured supports SSO and MFA to ensure secure access and data protection across your team.

Our team provides dedicated support and ongoing assistance to ensure a seamless experience post-deployment.

Yes, Expert Insured integrates seamlessly with ISO raters like NetRate, enabling compliance and accurate, standardized rating models.