AI BPO Services for California Insurance Operations

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Managing submissions, endorsements, and renewals across multiple states, carriers, and lines of business is messy-but it doesn’t have to be. Selectsys’ AI-powered BPO model was built for multi-state MGAs, wholesalers, and carriers juggling compliance, service consistency, and high volume across jurisdictions.

With GPT-based triage, OCR-based form processing, and dedicated BPO execution teams trained on your exact workflows, we turn unstructured chaos into structured execution-across all 50 states.

AI Workflows Perfect for Multi-State Operations

Inbox triage by state, LOB, and carrier rules

AI classifies incoming emails and attachments by submission type and routes to the right queue automatically.

OCR-powered intake for varied forms and formats

Our AI parses ACORDs, supplemental apps, SOVs, and loss runs-whether they come from Texas, Florida, or California.

Submission setup and renewal automation

Tasks are triggered by policy dates or email intent and executed inside Applied, Expert Insured, NetRate, or your MGA portal.

COI issuance and midterm service handling

Endorsements, audits, cancellations, and reinstatements executed with precision across jurisdictions.

Why Multi-State MGAs Choose Selectsys AI BPO

  • Supports complex, multi-carrier rules and service SLAs
  • Reduces compliance risk by removing manual triage
  • Integrates with Applied Epic, AMS360, Expert Insured, MGA Systems, and custom portals
  • Scales to support 5-50 states without additional internal headcount
  • Combines AI routing with real BPO staff execution-no handoffs, no delays

Ideal For

  • MGAs licensed in multiple states
  • Surplus lines carriers with national distribution
  • Wholesalers working across East, South, and West regions
  • High-volume P&C submissions in Property, WC, GL, Auto, and E&O

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