What Makes Our AI BPO Different: Inbox-to-Execution Built for Insurance

Most “AI” solutions in insurance stop at data extraction. They scan a document, maybe parse a few fields, then hand off a CSV – and the rest is still manual. At Selectsys, we took a different approach.

We didn’t build AI to generate reports. We built AI to run operations – quoting, endorsements, renewals, certificates, and more – across your policy lifecycle.

This is what we mean by AI BPO: a tightly integrated system where artificial intelligence handles triage, document extraction, task routing, and validation – and trained insurance teams execute the final steps.

What’s Broken in Traditional BPO and Intake Models?

Here’s what most MGAs, carriers, and wholesalers are stuck with:

• Shared inboxes flooded with broker emails
• Attachments with bind requests, endorsements, loss runs, COIs
• Manual classification, rekeying, and delayed handoffs
• Spreadsheets or offshore ticket systems to track execution
• Zero SLA enforcement and no visibility across tasks

All of that is now solvable – and we’ve solved it.

Our AI BPO Model: Inbox to Execution in One Flow

Here’s how it works inside Selectsys:

1. Triage Broker Emails Instantly

We use AI models trained specifically on insurance workflows to classify emails based on intent (quote, endorse, renew, cancel, bind, etc.).
Tasks are created without manual intervention – no queue sorting required.

2. OCR-Driven Document Extraction

Our AI extracts key data from insurance submission forms, loss runs, COIs, binders, and even scanned or handwritten documents…

3. Smart Routing to Task Queues

Based on what’s extracted and classified, the system routes the task to the appropriate workflow: quoting, endorsements, renewals, COIs, and more.
If human validation is needed, it’s flagged for review.

4. Human Execution with SLA Tracking

Our trained ops team picks up the task directly inside your AMS (AMS360, Epic, Expert Insured, etc.) and completes it – with dual QA and live dashboards.
No toggling. No handoffs. No delay.

Example: How It Works in Production

Let’s say a broker emails three submissions and a COI request to your general inbox.

Here’s what happens in Selectsys AI BPO:

• Minute 0–1: Email received, intent classified, 4 tasks created
• Minute 2–3: Insurance Forms parsed, PDF metadata extracted
• Minute 4-5: COI routed to servicing queue, submissions sent to quoting queue
• Hour 1–2: COI completed, submitted back to agent
• Hour 2–4: Quotes generated, dual-reviewed, and sent with underwriter notes

All tracked. All auditable. All within your workflow.

Why AI + Human Beats AI Alone

AI gets us 80% of the way there – but we don’t stop there.
Our embedded ops team completes the job and ensures it meets client standards. That’s how we deliver:

• < 4 hour turnaround on most tasks
• Dual QA on every COI, endorsement, and quote
• SLA dashboards with live task visibility
• No learning curve for your underwriters

Use Cases Where AI BPO Excels

• Certificate of Insurance (COI) processing
• Endorsement classification and routing
• Renewal notice extraction + automation
• Quote request triage and submission creation
• Loss run parsing and enrichment
• FNOL task creation and routing

Why This Matters

You don’t need another “virtual assistant” that generates reminders.

You need an AI + BPO execution model that gets work done – with:

• No rekeying
• No toggling between systems
• No offshore tickets or spreadsheet trackers

That’s what Selectsys delivers.

Ready to Experience AI BPO That Executes?

Start a pilot with just COIs, endorsements, or quote triage. No contract required.

Get a Quote | Start a Pilot Today

FAQs

What is AI BPO in insurance?
It combines AI-based triage, document parsing, and task routing with human execution to handle insurance workflows end to end.

What types of tasks can it automate?
COIs, endorsements, renewals, FNOLs, submissions, and more.

Do humans still handle exceptions?
Yes. All flagged tasks and edge cases are handled by trained teams with SLA tracking.

Does it replace my AMS?
No. We work inside your system (AMS360, Epic, Expert Insured, etc.) with full audit and transparency.

How fast can we start?
Most pilots go live in 7–10 days.