From Inbox to Execution - Automate Insurance Ops at the Source
Triage broker emails, extract data with AI, and complete tasks inside your AMS - without manual intake or bottlenecks.
Challenge
Insurance operations teams are overwhelmed by unstructured emails - submissions, COI requests, endorsements, cancellations-scattered across inboxes. Manual triage and data entry slow down processing and introduce risk.
Solution
Selectsys implemented an AI-powered email triage engine paired with a dedicated BPO team trained in major agency management systems like AMS360 and Sagitta.
- AI automatically classifies incoming emails by request type
- LLMs extract required data from attachments, or free text
- BPO team completes each task inside the client’s core system
- All actions are time-stamped and fully auditable
Impact
We went from cluttered inboxes to clean queues. Manual intake dropped to zero.
- Operations Manager, National MGA
Results
- 90% reduction in manual intake tasks
- 3x faster processing across key workflows
- 100% SLA compliance with real-time tracking