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Case Studies Across the Full Insurance Ecosystem

Real deployments across Platform Backbone, Insurance BPO execution, Rating infrastructure, AAIS programs, Premium Accounting, and Automation layers working together inside production insurance environments.

Platform Backbone

Unified deployments of RQB and Expert Insured powering delegated issuance, underwriting control, policy lifecycle management, and operational visibility across MGAs and carriers.

Unified Ecosystem Deployment for a Scaling MGA

How one MGA replaced fragmented tools and manual workflows with a connected platform combining quoting, policy administration, accounting, and execution teams. RQB

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Mid Sized Wholesaler Excel to Operational

From spreadsheets to structured workflows using Expert Insured

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Program Launched Under 30 Days

Rapid implementation with integrated support and SOP design. Value Flywheel

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Delegated Issuance Across 6 Carriers

Real-world results using Expert Insured’s integrated policy platform

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Renewal Centralization and Audit Readiness

Expert Insured unified all mid-term and renewal workflows.

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These deployments operate on the Selectsys Operating Model connecting quoting, issuance, servicing, accounting, and analytics across a single unified system.

Insurance BPO Execution

Embedded operational teams delivering underwriting support, servicing, compliance, trust accounting, premium operations, and claims workflows directly inside client systems.

Effortless Task Offload

Insurance BPO

Scaling Support During Peak Season

Underwriting Support

Backlog to Real Time Serving

Trust Accounting and Bordereaux

Embedded Team Reduces SLA Breaches

Insurance BPO

COI Fulfillment

Underwriting Support

Submission Acceleration

Trust Accounting and Bordereaux

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Rating Platform Infrastructure

Multi line of business rating deployments across commercial and specialty lines with API integrations, delegated workflows, and real time quoting environments.

Instant Rating Access for Retail Agents

Commercial & Specialty Insurance Rating

Submission Triage for Underwriters

General Liability Insurance Rating

Bind Justification and QA with Comparison Quotes

Workers Compensation Insurance Rating

Faster Quote Prep for Carriers

RQB

See AAIS Platform Deployments → AAIS Platform Deployments

AAIS Platform Deployments

AAIS based rating, delegated program issuance, policy management, and accounting infrastructure supporting MGAs and carriers operating under AAIS standards.

Delegated Issuance Across 6 Carriers

AAIS Rating and Insurance Forms Platform

Program Launched Under 30 Days

AAIS Platform for MGAs

AAIS Commercial Program Deployment

AAIS Rating and Insurance Forms

Premium Accounting Infrastructure

How an MGA replaced spreadsheet driven trust accounting and manual bordereaux workflows with Selectsys Premium Accounting integrated with Expert Insured and Insurance BPO execution teams.

Trust accounting, reconciliation, commission workflows, installment billing, and bordereaux management across MGA and wholesale operations integrated with platform and BPO execution.

Premium Accounting Trust Modernization

How an MGA replaced spreadsheet driven trust accounting and manual bordereaux workflows with Selectsys Premium Accounting integrated with Expert Insured and Insurance BPO execution teams.

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Premium Accounting Reconciliation Transformation

How Selectsys Premium Accounting and Insurance BPO eliminated backlog, reduced reconciliation risk, and aligned rating, policy issuance, and premium flows.

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Insurance Accounting BPO Transformation

How a multi program MGA embedded Selectsys Insurance BPO teams inside its AMS and rating stack to eliminate backlog, reduce turnaround times, and scale underwriting without hiring.

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Automation Layer

AI driven extraction, routing, classification, and workflow acceleration supporting both platform and Insurance BPO execution.

Automated Broker Intake

AI OCR & Submission Automation

Audit Packet Routing

AI Assist

AI Task Routing for BPO Teams

AI Assist

Pre Filling Carrier Portals

Operating Model

Explore the Full Insurance Ecosystem

Platform Overview | Insurance BPO | Rating Infrastructure | AAIS Platform | Premium Accounting | Operating Model