Data Fabric and Automation for Insurance Operations
Every part of the Selectsys Value Flywheel depends on clean, connected data. The Data Fabric layer integrates risk data, appetite tables, templates, and automation bots across all systems. It ensures that every entry made once in RQB, EI, or BPO flows everywhere it is needed without rekeying or reformatting.
The result is one connected data spine that supports intake, quoting, servicing, renewals, and analytics.
What the Data Fabric Does
The Data Fabric is the foundation connecting AI tools, RQB, EI, and Control Tower dashboards.
Core functions:
- Collects and normalizes risk and policy data from intake, quote, and bind stages.
- Maps data fields between carrier forms, internal systems, and client databases.
- Enforces version control for rates, forms, and templates.
- Provides clean, structured data to Analytics and PQI for reporting.
- Reduces manual reconciliation and rework.
It transforms fragmented data into a unified operational framework.
Automation Layer
The automation layer runs bots, templates, and workflows that execute repetitive tasks with consistency.
Examples:
- Auto-upload of new submissions from inbox to EI queue.
- Document tagging and routing based on carrier or line of business.
- Automatic follow-up reminders for expiring tasks or renewals.
- API connectors for carrier portals and raters.
Every bot and automation script is tracked with timestamps and error logging inside the Control Tower.
Interlooping with the Value Flywheel
The Data Fabric and automation connect every workflow node:
- ← AI OCR: captures data and feeds into the Fabric for mapping and validation.
- ← Submission Triage: uses normalized data to score completeness.
- ← AI Assist: references rules and guideline datasets stored in the Fabric.
- ← RQB: reads rating logic and rule sets directly from centralized data tables.
- ← EI: receives structured data for policy, forms, and audit records.
- ← BPO Pods: execute automated tasks triggered by bots.
- → Analytics & PQI: consumes clean data for KPIs and reporting.
Key Benefits
- One data source across all automation and BPO workflows.
- Reduction in rework and reconciliation.
- Accurate and up-to-date rating and form templates.
- Faster quote, bind, and issuance cycles.
- Improved audit readiness and reporting accuracy.
Use Cases
- MGAs consolidating data across multiple carrier APIs.
- Carriers managing rate and appetite tables centrally.
- Wholesalers syncing submissions from email to quote queues.
- BPO teams using bots for repetitive data entry and document uploads.
Security and Compliance
SOC 2 Type II certified infrastructure.
Role-based access for automation scripts.
All API keys, credentials, and templates stored in encrypted repositories.
Audit trails logged in EI and Control Tower dashboards.
Measured Impact
- 25 to 40 percent reduction in manual data reconciliation.
- 30 to 50 percent drop in duplicate entry across workflows.
- Data accuracy improvement by 20 to 30 percent.
- Faster analytics cycle due to clean data integration.
Start a Pilot
Selectsys can configure a Data Fabric and Automation pilot in 7 to 10 business days using your own carrier forms, data sources, and workflow templates.
Related Reading
- AI OCR
- Submission Triage
- RQB
- Expert Insured (Forms System)
- Control Tower
- Analytics and PQI
- Value Flywheel Hub
FAQs
What is the Data Fabric?
It is the central data layer that connects risk, rating, and form data across AI tools, RQB, EI, and BPO operations.
What tasks are automated?
Uploading, tagging, routing, and scheduling tasks such as renewals, submissions, and endorsements.
How does it improve accuracy?
By normalizing data across systems and eliminating duplicate entry, reducing manual errors.
How long does implementation take?
7 to 10 business days for a scoped pilot using your data and carriers.
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