This put up is a part of a sequence sponsored by Knowledgeable Insured.
MGA and wholesale insurance coverage operations are notoriously complicated—dozens of shifting items unfold throughout disconnected instruments, electronic mail inboxes, and outdated software program. From consumption and underwriting to doc dealing with and dealer communication, groups have traditionally been compelled to cobble collectively makeshift workflows simply to get the job performed. That patchwork method creates inefficiency, confusion, and threat at each flip.
Knowledgeable Insured modifications that. By integrating coverage administration, workflow automation, doc dealing with, and CRM into one trendy platform, we’ve reimagined how insurance coverage groups work. Submissions, paperwork, and dealer interactions all dwell in a single intuitive system, streamlining operations from begin to end.
Coverage and Workflow Administration, Seamlessly Related
Knowledgeable Insured begins by turning sophisticated processes into clear, visible workflows. Each submission, quote, and coverage follows a clearly outlined path—divided into intuitive levels—so your group at all times is aware of the place they’re and what’s subsequent.
Picture 1: Standing bar displaying the submission lifecycle from clearance to issuance.
In the course of the submission course of, customers can immediately see what stage a file is in—whether or not it’s awaiting clearance, being quoted, or prepared for binding. This visible structure makes onboarding simple and eliminates second-guessing.
Picture 2: Person-specific work queues displaying energetic objects.
Every consumer sees their personalised queue of labor, displaying precisely which submissions or insurance policies they’re chargeable for and what stage every one is in. Must reassign work? Merely transfer the merchandise to a different consumer’s queue—it’s immediately transferred, with full visibility into who owns what and the place it sits within the workflow.
Picture 3: Tasking interface permitting customers to assign obligations throughout groups.
Past commonplace workflow duties, Knowledgeable Insured helps versatile tasking. Whether or not or not somebody “owns” a submission or coverage, they are often assigned particular follow-ups, questions, or approvals—making collaboration seamless, with out breaking course of integrity.
Paperwork, Embedded The place You Work
Paperwork are on the core of each insurance coverage transaction—however in most programs, they’re handled as an afterthought. Saved in shared drives, buried in electronic mail threads, or named inconsistently throughout folders, they’re usually laborious to seek out and more durable to handle. Knowledgeable Insured modifications that by embedding doc administration immediately into the coverage lifecycle—so every part is saved, organized, and accessible precisely the place and when it’s wanted.
Picture 4: A required software doc being uploaded throughout submission.
Whether or not you’re gathering an software, a signed quote, or supporting paperwork, every part could be uploaded through drag-and-drop proper into the system. You possibly can label paperwork with customized tags (like “Loss Runs,” “Signed Binder,” or “Dealer Submission”) to maintain every part structured and searchable. These paperwork keep hooked up to the coverage or submission, so there’s no threat of them getting misplaced in a shared drive or somebody’s inbox.
Picture 5: Paperwork being despatched to a dealer through electronic mail with out leaving the system.
Knowledgeable Insured additionally makes it simple to share paperwork, too. Must ship a quote letter or request lacking objects? You possibly can electronic mail paperwork immediately from the system—no have to obtain or toggle to Outlook or Gmail.
And it really works the opposite approach, too. Since Knowledgeable Insured connects on to your electronic mail, you possibly can simply pull attachments from an electronic mail straight into the system with only a click on—no saving, renaming, or importing required. Discovered a dealer’s submission bundle in your inbox? Simply choose the e-mail and drop the paperwork proper the place they belong within the workflow.
With full model historical past, embedded templates for doc technology, and seamless in-and-out communication, doc administration in Knowledgeable Insured isn’t simply an add-on—it’s a totally built-in a part of your underwriting and servicing course of. Organized, audit-ready, and at all times precisely the place you count on it.
CRM That Works Like You Do
Relationships energy the wholesale insurance coverage enterprise, however conventional CRMs are sometimes disconnected from the coverage programs they’re purported to assist. Knowledgeable Insured brings CRM performance immediately into your day by day workflow, so each interplay is grounded in actual enterprise exercise.
Picture 6: Shortly seek for stale submissions and ship focused follow-ups from throughout the system.
Monitor each submission, quote, and dialog together with your producers in a single place. You possibly can set follow-up reminders, seek for brokers with inactive submissions, and electronic mail them immediately—with out switching instruments.
As a result of CRM lives inside the identical platform as your coverage information, your insights are at all times correct, actionable, and in context. You’re not simply logging contact information—you’re proactively strengthening dealer relationships and driving income.
Conclusion: The Energy of True Integration
Knowledgeable Insured isn’t only a cleaner UI—it’s a shift in how insurance coverage operations can and will work. With coverage workflows, doc administration, and CRM all residing in a single platform, groups transfer sooner, collaborate higher, and serve brokers extra successfully.
This degree of integration removes friction, improves readability, and helps development—with out the overhead of juggling a number of programs. For MGAs and wholesalers who wish to scale intelligently and function with confidence, Knowledgeable Insured is the system that lastly brings all of it collectively.
