This article is part of a sponsored series by Expert Insured.
Why RQB + Expert Insured Together Beat Any Standalone AMS or Rating Tool
Your AMS can manage policies.
Your rater can quote.
Your inbox can sort… nothing.
But when you combine RQB + Expert Insured (EI) in a single, integrated workflow-quoting, binding, servicing, and execution flow seamlessly across your team.
This isn’t just an AMS. It’s a full-stack insurance ops platform that MGAs, carriers, and agencies use to move faster, serve better, and scale without chaos.
- The Real Problem with Standalone Tools
| Function | AMS Alone | Rating Tool Alone | RQB + EI (Full Stack) |
| Quoting | None | Yes | Yes (multi-carrier, LOB-specific) |
| Bind workflow | Manual | Manual | Integrated to AMS |
| COI & Audit | Some | – | Native in EI |
| Ops Handoff | No queueing | No task system | Task + BPO + AI triggers |
| API & Security | Limited | Limited | SOC-compliant, MFA, IP lock |
| Setup Speed | Months | Weeks | 2–4 weeks full deployment |
- How the Stack Actually Works
- RQB receives a submission (email or portal)
- AI reads + classifies the request
- Quotes go to multiple carriers via API
- Bind command → Updates EI with policy details
- EI creates tasks for:
- COI
- Endorsement
- Audit
- Cancellation
- Accounting
- BPO team works inside EI to complete ops
All tracked. All compliant. All fast.
- The Benefits of a Unified Insurance Stack
| Category | Benefit from RQB + EI |
| Speed | Quote → Bind → COI in hours, not days |
| Control | One login, one workflow, zero chaos |
| Scalability | Add volume without adding people |
| Visibility | Full audit trail + task status tracking |
| Flexibility | Integrates with your CRMs, carriers, portals |
| Security | SOC-compliant, Azure-hosted, MFA-protected |
- You Don’t Need More Tools. You Need This Stack.
Fragmented Ops =
- Slow quoting
- Delayed service
- Missed deadlines
- Errors from copy-paste
- Endless vendor management
RQB + EI =
- End-to-end execution
- 24/7 BPO inside your AMS
- Built-in quoting
- Automated routing
- Seamless bind + post-bind
- What Clients Say
“We went from quoting in spreadsheets and updating three systems… to RQB + EI doing it all. Now, the policy gets quoted, bound, issued, and the COI is out before our competitors even reply.”
– COO, $100M MGA
Forget piecemeal tech. Build your insurance machine.
Quote, bind, update, and execute—all in one full-stack solution.
Start your 30-day pilot of RQB + Expert Insured.
Request Demo →
FAQ
Do I need to leave my AMS to use RQB?
No. RQB can work with AMS360 or Epic—but it’s best paired with EI for full-stack speed.
Can I start with one and add the other later?
Yes. Many clients start with RQB or EI and expand once they see the value.
Do I need a tech team to run this?
No. We handle setup, training, and onboarding. No IT lift required.
Learn more about RQB quoting capabilities
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