From Inbox Chaos to Clean Submissions – How Selectsys Transforms Your Triage Layer
Brokers don’t follow your format. They send submissions their way: some with full apps, some with just a business name. Sorting through it all slows down your day-and quoting speed suffers.
That’s why submission triage matters.
Selectsys offers a structured way to take your inbox chaos and turn it into clean, ready-to-quote submissions.
What’s Wrong with the Current Workflow?
- No submission standardization
- Missing fields like loss runs or SOVs
- No labeling or prioritization
- No automation or human QA
- Delays in handoffs to underwriters
The result? Your top talent spends hours doing work a BPO team could handle better and faster.
What We Handle
- Monitor submission inboxes and flag new entries
- Use AI + human review to classify risks
- Flag missing fields or docs
- Score or label by priority, broker, or region
- Route to rater, underwriter, or task queue
- Document inside AMS or your portal
Test Case: From “Manual Triage Hell” to Fully Routed Queue
- Client: Commercial agency using Applied Epic
- Problem: 65% of daily submissions were incomplete or misrouted
- Action:
- Selectsys created broker submission scorecard
- Built logic to identify high-priority vs. junk
- Routed submissions to correct team within 1 hour
- Result:
- Reduced intake delays by 60%
- Increased quoting volume with same team
- Broker NPS improved due to faster responses
Why Agencies and MGAs Choose Selectsys
- AMS360 + Epic + Expert Insured compatible
- No third-party tools-work done in your system
- SOP-based execution
- Optional scorecard tagging
- Same-day onboarding for inbox monitoring
FAQs
What kind of risks can you triage?
All commercial and personal lines. We tag by LOB or quoting program.
Can we use our own rules or checklists?
Yes. We operate under your SOPs and can build logic for field validation or escalation.
What happens if submission is incomplete?
We flag it and push back to your team or request info (if SOP allows).
Can you escalate rush submissions?
Yes. Just add “urgent” to subject line or flag in body-we’ll route ASAP.
How long does onboarding take?
Usually 2–3 days. Start with a pilot to see immediate value.
Also Explore
Your underwriters can quote more. But only if they get clean, structured submissions. Let Selectsys take care of the chaos-and fuel your growth pipeline.
