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What Is Mutual Expert?

Web-based insurance platform to streamline a policy's lifecycle including quoting, claims, financial reports, payments, and more.

Who Uses Mutual Expert?

Designed for mutual insurance companies to manage insurance operations and policy administration by automating tasks such as quoting, claims processing, agency & insured access, reporting & more.

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Mutual Expert

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Reviews of Mutual Expert

Average score

Overall
4.2
Ease of Use
4.3
Customer Service
4.5
Features
4.0
Value for Money
4.0

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
17%
4
83%
Rufina
Rufina
Insurance Agent in US
Verified LinkedIn User
Insurance, 10,000+ Employees
Used the Software for: 6-12 months
Reviewer Source

Greatly reduces back end work involved in insurance

4.0 6 years ago

Pros:

It’s a management environment that has been specifically built for the insurance industry and designed to cut down our need to do back end work. This includes policy administration, insurance rating capabilities, real-time reporting and accounts receivable. Most of the features like the GL and AP suitably meet our needs so we’re pretty happy with that. The system is simple, user-friendly and is somewhat customizable. Customer support is commendable.

Cons:

Some features don’t work as they should, but their support staff have been able to resolve them for us. We’d also like to have more ability to customize other areas.

Douglas
Manager, Information Systems
Used the Software for: Not provided
Reviewer Source

Positive Long Term Relationship

4.0 13 years ago

Comments: We have worked with ECCA for 12+ years, and it has been an overall good experience. The programmers are knowledgable and have a lot of experience. We have come a long way with ECCA, and we are happy they have been pushing the Expert product in a positive direction. It has helped streamline our operation tremendously.

Pros:

Expert does provide a lot of features. It's nice to be able to have a product that handles most of the back end processing that is required. This is inclusive of rating, policy administration, reporting, accounts receivable.

Cons:

We do run into features that don't alway work in accordance with how we would want them to. Most of the time, these items can be fixed relatively quickly, but there are some things that we end up having to work around for a while.

Justin
CEO
Used the Software for: Not provided
Reviewer Source

Mutual Expert

4.0 13 years ago

Comments: Determine what the needs of your company is and compare products/vendors closely. Find what adequately meets needs and then review the performance of those companies along with their customer support reputation as the key to any good software is their ability to provide high quality customer support in a timely manner, ECCA performs exceptional in the arena of customer support.

Pros:

Customer Service is #1 Reliable and sound SQL DB data method Value for performance Somewhat customizable Meets the needs of our company

Cons:

Limited data output/reporting Inability to customize in some areas Not currently integrated with accounting

Justian
President
Used the Software for: Not provided
Reviewer Source

ECCA - Mutual Expert

4.0 13 years ago

Comments: Additional reinsurance reports would be benificial particularly as it relates to preparing the renewal information for the reinsurer

Pros:

For a small mutual ins. co., the Expert system meets our needs. I has the capability of producing real time reports as needed and being able to export them for further analysis. The rating and claim systems are very user friendly. The GL and AP features adequately meet our needs. Customer support is very good with help available immediately.

Cons:

No particular issues.

Nancy
Company Manager
Used the Software for: Not provided
Reviewer Source

Excellent Software Product

4.0 13 years ago

Comments: Would recommend to others.

Pros:

Expert is easy to use, good reports, and excellent support staff.

Cons:

Can not think of any cons.

Gary
Treasurer
Used the Software for: Not provided
Reviewer Source

Mutual Expert Policy Management & Rating

5.0 13 years ago

Comments: Highly recommended.

Pros:

Customer Support is outstanding

Cons:

No material cons