Overview
Creating and requesting quotes in Expert Insured streamlines how underwriting, marketing, and distribution teams collect risk details, request indications, and produce formal quotes. It brings intake, market outreach, comparison, and proposal packaging into one workflow within Policy Management.
For MGAs, MGUs, wholesalers, and carriers, this reduces handoffs and removes rekeying across systems. Expert Insured functions as an insurance management system and also serves as an insurance operations platform, so teams can move from submission to quote with speed, control, and a full audit trail.
Why it Matters
- Faster quote-to-bind by standardizing intake, market requests, and approvals
- Higher hit ratios through consistent data quality, required fields, and rules-driven routing
- Lower E&O risk with version history and audit-ready documentation tied to each quote
- Better market collaboration with structured requests, side-by-side comparisons, and clear outcomes
Who it is For
- Intermediaries and carriers including MGAs, MGUs, and Program Administrators, Wholesalers, and Carriers
- Lines including Commercial Specialty, Transportation, Workers Compensation, and Personal Lines
- New business, underwriting, and marketing teams coordinating submissions and market selection
How it Works
- Guided submission intake for new and renewal risks with validation and required fields, aligned to New Business and Renewals
- Market selection and structured request workflows to send complete, consistent quote requests
- Centralized response capture with side-by-side comparison of rates, terms, and conditions
- Quote versioning with full change history, notes, attachments, and user-level permissions
- Auto-generated quote proposals and binder-ready packages tied to Quote and Binder Generation
- Seamless conversion of accepted quotes into policies through Policy Issuance
- Integrated document handling using Document Management, including Centralized Document Repository and Document Tagging and Search
- Automatic filing of inbound and outbound quote documents with Automatic Policy Association
Why Expert Insured is Best for Creating and Requesting Quotes
Expert Insured unifies quote workflows, rules, and documents in a single insurance management system. Configurable intake, approvals, and comparison views keep underwriting standards consistent while giving teams flexibility by line and program.
Because quotes sit within the same data model as submissions, binders, and policies, there is no rekeying between quoting and issuance. Embedded document controls, version history, and audit trails provide governance without slowing work. The result is reliable speed from submission to decision to bind.