Most insurance operations lose time before work even begins. Submissions arrive as PDFs and email attachments that require manual data entry. Selectsys AI OCR turns these files into structured, usable data that moves directly into RQB, Expert Insured (EI), and BPO workflows.<\/p>\n\n\n\n
Cycle time improves by 20 to 35 percent, returns drop by 30 to 50 percent, and underwriters can focus on decisioning instead of typing.<\/p>\n\n\n\n
AI OCR reads incoming submission documents and extracts key information such as insured name, class, limits, state, effective date, and producer details. It then maps this data to fields inside RQB and EI.<\/p>\n\n\n\n
Process steps<\/strong>:<\/p>\n\n\n\n Each extraction includes a confidence score. Key metrics<\/strong>:<\/p>\n\n\n\n AI OCR connects directly into the Selectsys ecosystem:<\/p>\n\n\n\n This removes duplicate entry and creates a closed intake-to-issuance loop.<\/p>\n\n\n\n This keeps every part of the Value Flywheel<\/a> connected.<\/p>\n\n\n\n All files are processed within SOC 2 Type II certified environments. Results vary by line of business and baseline workflow.<\/p>\n\n\n\n You can test this with your own submissions and carriers. What documents does AI OCR handle? How does it connect to RQB and EI? How long does setup take? What improvements can we expect? Previous:<\/strong> Engagement Layer for Insurance Operations<\/a><\/p>\n\n\n\n Next:<\/strong> Submission Triage AI for Insurance Operations<\/a><\/p>\n\n\n\n\n
Accuracy, Confidence and Audit Trail<\/h2>\n\n\n\n
Items below a defined threshold automatically create a review task in EI.
Approved data updates RQB quotes and EI records instantly.
Every change is logged with user, time, and source file for audit control.<\/p>\n\n\n\n\n
Integration with RQB, EI and BPO Pods<\/h2>\n\n\n\n
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Interlooping with Other Nodes<\/h2>\n\n\n\n
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Typical Use Cases<\/h2>\n\n\n\n
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Security and Compliance<\/h2>\n\n\n\n
Access is role-based through EI and RQB.
Data and documents are encrypted in transit and at rest.
Complete audit trail is maintained for every record.<\/p>\n\n\n\nResults and KPIs<\/h2>\n\n\n\n
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ICS<\/code> or return rate reduced by 30 to 50 percent<\/li>\n\n\n\nStart a Pilot<\/a><\/h2>\n\n\n\n
A pilot is set up in 7 to 10 business days with full SLA tracking.<\/p>\n\n\n\nFAQs<\/h2>\n\n\n\n
<\/strong>It processes most common policy, submission, and carrier form layouts, including custom templates.<\/p>\n\n\n\n
<\/strong>Extracted data is transferred automatically through APIs into quote and account fields.<\/p>\n\n\n\n
<\/strong>7 to 10 business days for a scoped pilot using your own sample files.<\/p>\n\n\n\n
<\/strong>Typical results are 20 to 35 percent faster turnaround and up to 50 percent fewer returns.<\/p>\n\n\n\n