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
Renewals were slipping through the cracks, leading to lost policies, last-minute rushes, and low quote-to-bind conversion.
Solution
Selectsys deployed AI models to monitor policy expiration timelines and initiate renewal actions in advance.
- AI flagged upcoming renewals using client and carrier rules
- BPO team generated pre-renewal quotes and initiated communication
- Follow-ups, document collection, and binding executed inside the AMS
- Dashboards monitored quote-to-bind performance
Impact
We don’t chase renewals anymore - AI triggers and the BPO team executes before we even log in.
- Head of Underwriting, Regional MGA
Results
- 5-7 days faster renewal turnaround
- 15% increase in policy retention
- Zero missed renewals in peak season