How a Leading Wholesaler Used AI OCR to Prefill Carrier Portals
Real-world impact of Selectsys AI-powered automation for carrier submissions
Problem
A national wholesaler submitted quotes to 8-10 different carrier portals per day. Each portal required manual entry of insured information, coverages, and classifications-often copying and pasting from PDFs and spreadsheets. This process took 30-45 minutes per quote and frequently delayed submissions during peak hours.
Solution
Selectsys deployed AI OCR to automatically extract submission data from inbound emails and attachments. The extracted data was used to prefill carrier portal fields and quoting templates, drastically reducing manual effort.
Key workflow enhancements included:
- Intelligent extraction of insured data, coverages, limits, and location details
- Pre-mapped output to carrier-specific intake formats
- Exception handling logic to flag incomplete or mismatched entries
- Seamless handoff to underwriters for review and submission
Impact
- 70% reduction in quote prep time
- $40K+ in annual time savings
- Faster carrier submissions = higher quote-to-bind conversion
- Teams focused on underwriting, not data entry
Want to eliminate rekeying on your quote submissions?
to see how AI automation can prefill carrier portals in seconds-not hours.