Practical First Steps in Automating P&C Insurance Operations

When insurance executives hear “automation,” they often picture AI underwriters making complex risk decisions. But in practice, automation wins start much smaller—and deliver big ROI quickly.

For P&C carriers, MGAs, and wholesalers, the first steps—like email intake, document extraction, and submission triage—can reduce cycle times dramatically. At Selectsys, we help insurers start with the basics, then scale into platforms like Expert Insured (policy management) and RQB (Rate–Quote–Bind) for a connected ecosystem.

The Small Wins That Add Up

Automation doesn’t require a complete digital overhaul. Instead, focus on high-volume, repetitive tasks:

• Email Intake: Automatically read and classify incoming emails.
• Document Extraction: Pull data from ACORD forms, loss runs, and endorsements.
• Submission Triage: Route risks to the right underwriter or auto-load into RQB.
• Policy Updates: Sync endorsements and renewals directly into Expert Insured.

Each automation removes hours of manual effort from your team’s workload.

Why Start Small?

• Low-Risk: No need to disrupt underwriting or compliance.
• Fast ROI: Wins can be measured in weeks, not years.
• Scalable: Build a foundation for larger AI projects.
• Staff Impact: Reduce burnout from repetitive tasks.

Starting with the basics builds credibility with leadership and trust with staff, creating momentum for broader automation adoption.

Expert Insured: The Digital Backbone

When automation connects to Expert Insured, insurers gain:

• Structured workflows across submissions, endorsements, and renewals.
• Reduced rekeying errors with a single source of truth.
• Real-time visibility into pipeline and workloads.

RQB: Delivering Quotes Faster

With RQB, submissions move directly from triage into quoting flows:

• Single-entry quoting across multiple carriers.
• Brokers receive faster responses, increasing loyalty.
• Underwriters can focus on judgment calls instead of data entry.

Real-World Example

One regional MGA adopted email intake automation + RQB integration. Within 60 days:

• Submission processing time dropped 55%.
• Quotes were delivered same-day instead of 3–4 days later.
• Broker satisfaction scores rose 40%.

Small wins produced measurable results.

Start small. Scale fast. Talk to Selectsys about practical P&C automation today.

• Automating Email Intake for P&C Insurance
• From Inbox to Quote
• AI-Assisted P&C Insurance BPO
• AMS360 Support for Insurance Agencies in Alabama
• Insurance BPO
• Expert Insured
• RQB

FAQs 

What are examples of “small automation wins” in P&C?
Email intake, document extraction, and submission routing are typical first steps.

How fast is ROI on these automations?
Most insurers see measurable results within weeks, often with reduced cycle times and faster quoting.

Do small automations disrupt underwriters?
No—automation reduces manual work, freeing underwriters to focus on higher-value decisions.

Reviews

• “We started with just intake automation. Within a month, we saw huge time savings.” – MGA, Illinois
• “Expert Insured + RQB gave us speed without disrupting our underwriting process.” – Carrier, Arizona
• “Small wins added up quickly—our cycle times dropped by half.” – Wholesaler, New York

Future-proof your P&C operations with small wins that scale. Schedule a demo.