Automating Email Intake for P&C Insurance: The First Step to Smarter Ops
In the Property & Casualty (P&C) insurance world, every second counts. Submissions, loss runs, endorsements, and renewal requests flood inboxes daily. Without automation, brokers wait hours—or days—for responses as staff manually read, forward, and re-enter data into core systems. For insurers competing in today’s market, this bottleneck is no longer sustainable.
At Selectsys, we help P&C carriers, MGAs, and wholesalers eliminate wasted time with AI-assisted email automation. Our intake engine reads, classifies, and routes emails instantly, then integrates with Expert Insured (policy management) and RQB (Rate, Quote, Bind) to ensure a seamless path from inbox → underwriter → quote.
The Problem: Manual Email Management in P&C
- Emails arrive in shared inboxes with no structure.
- Attachments must be opened, sorted, and categorized manually.
- Submissions often require rekeying into multiple systems.
- Brokers lose patience when turnaround slows.
This process not only consumes staff hours but also risks lost revenue opportunities.
The Solution: Automated Intake + Triage
Selectsys uses AI + workflow automation to:
- Read incoming emails.
- Classify them (submission, endorsement, loss run, renewal).
- Extract attachments and critical data points.
- Route them to the right underwriter or system.
Within seconds, what was once a manual back-office task becomes a streamlined digital workflow.
Expert Insured + RQB Integration
Automation is most powerful when connected to core platforms:
- Expert Insured: Policies, endorsements, and renewals flow directly into your agency management ecosystem. No double entry.
- RQB (Rate, Quote, Bind): Submissions can skip the wait and go directly into quoting workflows, enabling faster multi-carrier responses.
Together, they transform your inbox into a quoting pipeline.
Benefits for P&C Teams
- Faster Submissions: Reduce processing time from hours to minutes.
- Broker Satisfaction: Quicker quotes mean stronger relationships.
- Scalability: Handle volume spikes without extra staffing.
- Accuracy: Reduce human error through structured automation.
- From Inbox to Quote: Automating P&C Submission Workflows
- Practical Automation Wins for P&C Insurance Teams
- AI-Assisted P&C Insurance BPO
- AI Back Office for Insurance Agencies in California
- Insurance BPO
- Expert Insured
- RQB
FAQs
How does email automation work in P&C insurance?
Automation reads and classifies emails, extracting structured data and routing them into systems like Expert Insured or RQB.
Does this replace underwriters?
No—automation accelerates intake and reduces repetitive work, so underwriters focus on decisioning.
Can automation handle attachments like ACORD forms?
Yes—Selectsys uses document extraction to read and route ACORDs, loss runs, and more.
Reviews
- “Selectsys cut our submission intake time by 60%. Brokers noticed immediately.” – MGA, Illinois
- “We now quote within hours, not days. Intake AI + RQB made it possible.” – Wholesaler, Texas
- “Expert Insured integration means no more double entry. Game changer.” – MGA, Florida
From email to quote in minutes, not days — start with Selectsys automation today. Schedule a demo.
