This put up is a part of a sequence sponsored by Knowledgeable Insured.
MGA and wholesale insurance coverage operations are notoriously advanced—dozens of transferring items unfold throughout disconnected instruments, e mail inboxes, and outdated software program.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 achieved. That patchwork method creates inefficiency, confusion, and danger 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 difficult processes into clear, visible workflows. Each submission, quote, and coverage follows a clearly outlined path—divided into intuitive levels—so your workforce all the time is aware of the place they’re and what’s subsequent.
Picture 1: Standing bar exhibiting the submission lifecycle from clearance to issuance.
Throughout 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 exhibiting lively objects.
Every person sees their personalised queue of labor, exhibiting precisely which submissions or insurance policies they’re accountable for and what stage every one is in. Must reassign work? Merely transfer the merchandise to a different person’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 customary 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 techniques, they’re handled as an afterthought. Saved in shared drives, buried in e mail threads, or named inconsistently throughout folders, they’re usually arduous to search out and more durable to handle. Knowledgeable Insured modifications that by embedding doc administration straight into the coverage lifecycle—so all the pieces is saved, organized, and accessible precisely the place and when it’s wanted.
Picture 4: A required utility doc being uploaded throughout submission.
Whether or not you’re accumulating an utility, a signed quote, or supporting paperwork, all the pieces might be uploaded by way of 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 all the pieces structured and searchable. These paperwork keep connected to the coverage or submission, so there’s no danger of them getting misplaced in a shared drive or somebody’s inbox.
Picture 5: Paperwork being despatched to a dealer by way of e 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 e mail paperwork straight from the system—no must obtain or toggle to Outlook or Gmail.
And it really works the opposite method, too. Since Knowledgeable Insured connects on to your e mail, you possibly can simply pull attachments from an e mail straight into the system with only a click on—no saving, renaming, or importing required. Discovered a dealer’s submission package deal 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 all the time 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 techniques they’re alleged to assist. Knowledgeable Insured brings CRM performance straight into your every day workflow, so each interplay is grounded in actual enterprise exercise.
Picture 6: Shortly seek for stale submissions and ship focused follow-ups from inside the system.
Observe each submission, quote, and dialog along with your producers in a single place. You possibly can set follow-up reminders, seek for brokers with inactive submissions, and e mail them straight—with out switching instruments.
As a result of CRM lives inside the identical platform as your coverage information, your insights are all the time correct, actionable, and in context. You’re not simply logging contact data—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 may work. With coverage workflows, doc administration, and CRM all dwelling in a single platform, groups transfer quicker, collaborate higher, and serve brokers extra successfully.
This degree of integration removes friction, improves readability, and helps progress—with out the overhead of juggling a number of techniques. For MGAs and wholesalers who need to scale intelligently and function with confidence, Knowledgeable Insured is the system that lastly brings all of it collectively.
