This publish is a part of a sequence sponsored by Professional Insured.
MGA and wholesale insurance coverage operations are notoriously advanced—dozens of transferring items unfold throughout disconnected instruments, electronic mail inboxes, and outdated software program.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 achieved. That patchwork method creates inefficiency, confusion, and danger at each flip.
Professional 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 reside in a single intuitive system, streamlining operations from begin to end.
Coverage and Workflow Administration, Seamlessly Linked
Professional Insured begins by turning difficult processes into clear, visible workflows. Each submission, quote, and coverage follows a clearly outlined path—divided into intuitive phases—so your workforce all the time 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: Consumer-specific work queues displaying lively gadgets.
Every consumer sees their personalised queue of labor, displaying precisely which submissions or insurance policies they’re accountable for and what stage each is in. Have to 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 tasks throughout groups.
Past normal workflow duties, Professional 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 methods, they’re handled as an afterthought. Saved in shared drives, buried in electronic mail threads, or named inconsistently throughout folders, they’re typically exhausting to seek out and more durable to handle. Professional Insured modifications that by embedding doc administration immediately into the coverage lifecycle—so all the things 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 gathering an utility, a signed quote, or supporting paperwork, all the things may be uploaded by way of drag-and-drop proper into the system. You’ll be able to label paperwork with customized tags (like “Loss Runs,” “Signed Binder,” or “Dealer Submission”) to maintain all the things 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 electronic mail with out leaving the system.
Professional Insured additionally makes it simple to share paperwork, too. Have to ship a quote letter or request lacking gadgets? You’ll be able to electronic mail paperwork immediately from the system—no have to obtain or toggle to Outlook or Gmail.
And it really works the opposite manner, too. Since Professional Insured connects on to your electronic mail, you’ll be able to 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 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 era, and seamless in-and-out communication, doc administration in Professional Insured isn’t simply an add-on—it’s a completely built-in a part of your underwriting and servicing course of. Organized, audit-ready, and all the time precisely the place you anticipate it.
CRM That Works Like You Do
Relationships energy the wholesale insurance coverage enterprise, however conventional CRMs are sometimes disconnected from the coverage methods they’re imagined to assist. Professional Insured brings CRM performance immediately 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 throughout the system.
Monitor each submission, quote, and dialog together with your producers in a single place. You’ll be able to 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 all the time 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
Professional 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 residing in a single platform, groups transfer quicker, 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 methods. For MGAs and wholesalers who wish to scale intelligently and function with confidence, Professional Insured is the system that lastly brings all of it collectively.
