How We Handle Workers’ Comp Renewals with AI + BPO
Workers’ Comp is renewal-heavy, paperwork-intensive, and unforgiving when it comes to timing.
You’re juggling expiring policies, loss runs, updated payrolls, and broker follow-ups-all while trying not to miss a carrier window.
That’s why MGAs and carriers now use Selectsys to handle WC renewals with AI automation + trained BPO teams inside Epic, AMS360, or Expert Insured.
Here’s exactly how it works.
1. The Workers’ Comp Renewal Problem
Challenge | Why It’s Painful |
High volume | WC = Shorter terms + frequent renewals |
Loss run collection | Needs constant chasing |
Underwriter overload | Quoting delays, carrier appetite changes |
AMS task setup | Manual tracking + follow-up |
Broker responsiveness | Slow emails, missed deadlines |
Most renewal pipelines break because too many people are chasing too many details with no automation.
2. Our Solution: AI Triggers + BPO Execution
AI Handles:
- Renewal date detection
- 30/60/90-day task creation
- Loss run request automation
- Email triage for updated payroll, class code, or mod info
- Broker follow-up reminders
BPO Team Handles:
- Reviewing expiring WC policy
- Logging renewal task in AMS360 / Epic / EI
- Following up with broker + insured for updated info
- Collecting loss runs + prepping submission
- Pushing quote to RQB or carrier
- Updating AMS post-bind
3. Real Workflow Example
Day 90:
AI detects expiring policy → Triggers task
Loss run request auto-generated + sent to broker
Day 60:
Email from insured with updated payroll → AI OCR reads doc → Logs into task
Day 30:
BPO team compiles quote request, submits via RQB or carrier portal
Quote returned → Bound → Policy updated in AMS
New task created for COI if needed
4. WC Renewal Metrics Before vs After Selectsys
Metric | Before (Manual) | After (AI + BPO) |
Time to collect loss runs | 5–7 days | <48 hours |
Policy renewal prep | 3–5 days | 1–2 days |
Missed deadlines | Common | Rare |
Broker follow-up lag | High | AI-timed follow-ups |
Accuracy of renewal docs | 80–85% | 95–98% |
5. Bonus: Multi-State, Multi-Class? We Handle It.
Our WC renewal engine works for:
- Multi-state WC policies
- Complex mod factors
- Class code updates
- Audited payrolls
- Third-party rating integration (optional)
Tired of Workers’ Comp renewal chaos?
Let Selectsys automate the busy work and handle execution-inside your system.
Start with 10–20 WC renewals and let the results speak for themselves.
FAQ
Can you handle WC renewals in any AMS?
Yes. We work directly inside AMS360, Applied Epic, or Expert Insured.
Do you also handle COIs or audits post-renewal?
Yes. Once the policy is bound, we can handle endorsements, COIs, and audits via BPO team.
What if we need to quote with multiple carriers?
We can quote through your portals or via RQB if integrated.