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 ACORD forms, 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

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Results

90% reduction in manual intake tasks
3x faster processing across key workflows
100% SLA compliance with real-time tracking

Ready to go from inbox chaos to automated execution?

Start a Pilot and See the Difference in 7 Days