How a Top MGA Automated Broker Intake Using AI OCR

Real-world results from Selectsys AI and BPO tools

Problem

This MGA received hundreds of broker emails daily—new business, endorsements, loss runs, cancellations—all in one shared inbox. Manually reviewing and routing each item caused delays, errors, and wasted underwriter time.

Solution

Selectsys implemented AI OCR and email classification to automatically detect workflow type, extract critical data (insured name, dates, policy type), and route each item directly to the correct system queue or user.

Impact

  • 8x faster intake and triage
  • Over 1,000 hours saved per year
  • 98% classification accuracy
  • Underwriters now spend time quoting, not sorting inboxes
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