Products Expert Insure Expert Inspect



ExpertInsure Features

expertInsure is a fully functional insurance workflow processing and policy management system that includes the following features:

Submission Workflow And Management

  • Submission Clearance
  • Insured Data Managment
  • Application Upload

    • Single and Multi-File Upload
    • Email Upload from Microsoft Outlook
    • Email Attachment Extraction and Upload
  • Multi-line Package Workflow
  • Online Quote Management

    • Quote Date Entry and Underwriting
    • ISO Base E-Quotes
    • Comparative Quotes
    • Quick Quotes
    • Manual Quotes
    • Carrier and MGU/Wholesaler Quotes
    • Carrier Website Quotes
  • Aggregate Contract Calculations and Tracking
  • Surplus Lines Fees and State Taxes
  • Agent/Broker/Producer Commission Managment
  • Proposal Creation

    • Automatic Coverage Data Population
    • Terms, Conditions And Exclusions Rules Engine
    • Template Management and Disclosures
    • TRIA Included and Excluded Automatic Calculations
    • Premium Finance Options and Affidavits
  • Communications

    • Multiple Email Recipients
    • Integrated Faxing
    • Attachments Management
    • Marketing Documents and Text
    • Singatures and Pre-Defined Notes
  • Binder Creation

    • TRIA Selection
    • Surplus Lines Producer Information Management
    • Auto-population of Proposal Data
    • Additional Data Capture for Policy Issuance
    • Bordereau Data Compilation
    • Signatures and Invoicing
  • Automated Inspection Ordering
  • Task Creation and Management
  • Policy Issuance

    • Forms Selection Rules Engine
    • Automatic Population of all Fill-In Forms and Dec Pages
    • Insured, Agent, Producer and Company Versions
  • Renewal Processing

    • Appears in Work Queue 90 days Prior to Expiration
    • Automated Data Flow from Policy to Renewal Processing

Policy Servicing

  • Certificates of Insurance
  • Endorsement Processing

    • Insured Information Changes
    • Coverage Information Changes
    • Term Changes including Per-Diem Fixed Amount Changes
    • Forms Changes
    • Taxes and Fees Changes
    • Quoting, Binding and Attaching
    • Pro-Rata Calculations
    • Automated Endorsement Text Creation
  • Cancellation Processing

    • Pending Cancellation Notices
    • Mid-Term or Full-Term
    • Certificates of Mailing
  • Reinstatement Processing
  • Forms Library

Supporting Features

  • Security

    • User Registration
    • Authentication
    • Re-Authentication
  • Role Based Permissions Management
  • Impersonation

    • Out Of Office Management
    • Work Queue Access Control
  • Instant Messaging
  • Stale Submissions Handling
  • Communication Management

    • Audit Log
    • Status Including Failure Notices
    • Resend
  • System Generated Audit Tracking/Notes
  • User Notes
  • Work-Step Specific Pre-Defined Notes
  • LOB/Carrier Specific Coverages Template Creation and Management
  • LOB/Carrier Forms List for Terms, Conditions and Exclusions Management

System Administration

  • All aspects of expertInsure can be managed by adminstrators through a convenient administrative interface
  • Administrative interface provides the ability to control access to the system and customize important components of the application