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AI Submission Automation at Enterprise Scale

How a multi state MGA eliminated manual intake, accelerated quote preparation, and increased underwriting capacity using AI OCR and structured routing.

Client Profile

A regional MGA handling high volume submissions across General Liability, Workers Compensation, and Builders Risk programs.

Daily submission volume exceeded 500 broker emails with multiple attachments including ACORD forms, SOV spreadsheets, and loss runs.

Operational Challenges

Submission Intake Outsourcing | RQB Platform

AI Automation Architecture

Selectsys deployed AI OCR and LLM based classification to read, extract, and normalize submission data before routing it into structured underwriting workflows.

AI Submission Automation | AI Assist

Workflow Integration

Extracted data was pushed directly into RQB for quoting and into Expert Insured for policy lifecycle tracking.

Automation eliminated rekeying while maintaining audit traceability.

Execution Layer

For incomplete or exception flagged submissions, Insurance BPO pods handled structured follow up, document chase, and workflow completion.

Insurance BPO

Measured Outcomes

Control and Governance

Value Flywheel

Enterprise Impact

By combining AI extraction, structured routing, RQB quoting, and Insurance BPO execution, the MGA converted inbox chaos into a scalable operating loop aligned with the Selectsys ecosystem.

RQB | Expert Insured | Insurance BPO | Case Studies

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