Why Submission Triage Is the Hidden Bottleneck in Your Underwriting Workflow
Your underwriters want to quote-fast. But instead, they’re sifting through messy emails, chasing missing info, and trying to clean up broker submissions just to get started.
That bottleneck? It’s called submission triage.
At Selectsys, we help agencies, MGAs, and wholesalers streamline quoting by managing this triage layer with trained staff and automation.
The Problem with Triage Today
Most teams struggle because:
- Submissions arrive unstructured (PDFs, scans, Excel, etc.)
- Email inboxes aren’t monitored 24/7
- Key fields are missing or misfiled
- Duplicate or junk submissions waste time
- No standardized entry or scoring process exists
Result? Good risks get delayed. Teams waste hours. Speed-to-quote drops.
What Selectsys Handles
- Submission inbox monitoring
- Risk document classification
- Missing field flagging (e.g. loss runs, apps)
- Internal task assignment by LOB or underwriter
- Data push into AMS or rater
- Broker scorecard tagging (DQ rate, priority)
We operate inside your AMS (like AMS360, Applied Epic, or Expert Insured) or submission portal.
Test Case: “We Couldn’t Quote Fast Enough” → Quoting in 4 Hours
- Client: National MGA, Property + WC lines
- Problem: 100+ daily submissions, 30% delay due to incomplete or misrouted docs
- Action:
- Selectsys team tagged, cleaned, and routed each submission
- Added risk labels and priority scores
- Created clean handoff to underwriters
- Result:
- Quoting turnaround cut by 45%
- No more missed rush risks
- 2 full-time staff reassigned to other projects
Why It Matters
Triaging isn’t just email sorting. It impacts:
- Quoting Speed – Fast quotes close more deals
- Producer Satisfaction – Brokers notice delays
- Compliance – Misrouted or undocumented submissions cause audit gaps
- Ops Efficiency – Senior staff shouldn’t be cleaning attachments
FAQs
Can you work with broker inboxes directly?
Yes. We monitor dedicated submission inboxes and classify new risks as they arrive.
What about duplicate or spam submissions?
We flag duplicates and junk. You only get clean, actionable submissions.
How do you log triaged risks?
We document entries inside AMS360, Applied Epic, or a shared tracker per your SOPs.
Do you support multiple LOBs?
Yes. We support Commercial Auto, GL, WC, Property, Cyber, and Personal Lines.
Can we start small?
Absolutely. We recommend a 1-week Start a Pilot to prove value.
Also Explore
Submission triage might be hidden-but it affects everything. Get it right with Selectsys, and your quoting engine moves faster, cleaner, and with less effort from your team.
