Selectsys Answer Library
Find clear, structured answers to your product and workflow questions - organized by RQB, Expert Insured, Insurance BPO, and AI Automation. Updated weekly with new topics from customer feedback and onboarding sessions.
Welcome to the Selectsys Answer Library - your central hub for quick, clear responses to real-world operational and product questions. Whether you're an underwriter, operations lead, systems manager, or just exploring what Selectsys can do, this library provides structured access to our most frequently asked questions.
Every section below links to a deeper category-specific answer set, organized by product and workflow area.
For the system view, see our Operating Model.
Expert Insured - MGA AMS Platform
Built specifically for managing MGA operations, Expert Insured includes quoting, issuance, billing, commission tracking, and integrated BPO support.
Topics Covered:
- Core AMS vs. Expert Insured feature comparison
- Support for agency bill, direct bill, and installment logic
- Commission splits, remittance tracking, and reporting
- Data migration from AMS360 or Epic
- Hosted setup, security (MFA/IP lock), and onboarding process
- Custom dashboard and user role configuration
Explore now:Expert Insured Answer Library
RQB - Rate, Quote & Bind New
RQB supports real-time quoting and binding for both commercial and personal lines. It automates carrier selection, supports manual and API workflows, and streamlines intake from producers, agents, and portals.
Topics Covered:
- Supported lines of business (WC, GL, Auto, Property, Cyber)
- How to configure quoting rules by program or jurisdiction
- Handling carriers with and without APIs
- Bind options (automated vs. manual workflow)
- Producer/retail agent access
- How RQB handles multi-line package logic
- Personal lines quoting (Auto, Homeowners, Umbrella)
Compare platforms:RQB vs PL Rating
Insurance BPO Services
Selectsys offers operational execution across the entire policy lifecycle - including new business, endorsements, COIs, audits, and claims support - all inside your AMS, CRM, or policy system.
Topics Covered:
- Supported workflows and use cases by client type (MGA, Carrier, Agent)
- Turnaround times for standard tasks (e.g., COIs in 2-4 hours)
- SOP creation, QA processes, and error handling
- Team location, shift structure, and 24/7 support
- Access control and operational auditability
Explore now:BPO Answer Library
AI Automation - Intake, Routing, Document Triage
Our AI layer supports intelligent triage of email, document intake, and task classification using GPT and OCR - enabling faster handoffs and accurate work assignment.
Topics Covered:
- How GPT is used to classify incoming submissions
- Which document types can be parsed (Insurance forms, audits, binders, FNOLs, etc.)
- How extracted data is routed to BPO queues or systems
- Manual review options and fallback thresholds
- Data security and audit logging of AI decisions
Explore now:AI Automation Answer Library
Using the Answer Library
Use this hub to navigate to the category most relevant to your role or workflow.
New answers are added weekly based on customer feedback, new product releases, and onboarding trends.
If you're currently in a pilot, the Library can help you understand what’s happening behind the scenes.
If you're still evaluating, it’s a transparent view into how we operate and deliver.
Trusted by Fast-Moving MGAs and Carriers
Selectsys powers real-world quoting, servicing, and automation for top-performing insurance programs. Our clients rely on this Answer Library to train teams, audit performance, and scale operations.
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