How a Carrier Cut Quote Prep Time by 80%

Real-world results from Selectsys AI and BPO tools

Problem

A regional carrier’s quoting process was slowed by incomplete or misrouted submissions. Underwriters had to manually clean and triage data before they could rate.

Solution

AI OCR automation was used to read forms and attachments, extract quoting inputs (like limits, insured data, and dates), and trigger rating inside their quoting platform.

Impact

  • 80% faster quote prep
  • 20% increase in quote-to-bind ratio
  • 3x faster broker response times
  • Reduced workload for underwriters
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