How a Leading Wholesaler Used AI OCR to Prefill Carrier Portals

Name: Selectsys
Address: US

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

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