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AI-Powered Back Office Support for Insurance Agencies, MGAs, and Carriers

Automate submissions, setup, and servicing workflows with Selectsys AI + BPO teams.

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We bring together insurance-trained teams and AI to eliminate back-office chaos. From messy broker emails to quoting and servicing delays, Selectsys helps MGAs, wholesalers, and carriers move faster-without hiring or adding complexity.

Our AI-enhanced operations use OCR, NLP, and rule-based logic to extract submission data, clean documents, flag issues, and assign tasks-automatically. No portals. No rekeying. Just real work, done right in your AMS or CRM.

What We Handle Every Day

Triage inbound submissions via email and PDF
Extract key fields from loss runs, audits, and broker emails
Flag missing data and apply appetite filters
Automate policy setup directly inside your AMS
Route submissions for quoting with clean, complete data
Tag and escalate FNOL requests instantly
Route files and docs to the correct queues or users
Provide real-time dashboards and live QA tracking
Handle carrier follow-ups, task creation, and compliance logs

How AI Enhances Every Step

OCR pulls structured data from forms and scanned PDFs
NLP classifies and cleans unstructured text in broker emails
Business rules drive routing, escalation, and approval logic
Human QA ensures final compliance and accuracy
Integration with your AMS or CRM ensures nothing sits idle
Exception handling queues prioritize risk and urgency

Why Agencies Choose Insurance Back Office Support Services

Insurance back office support improves turnaround time, reduces backlog, and allows agency teams to focus on production and client servicing.

100% insurance trained team not general virtual assistants
Fast turnaround with most tasks completed within hours
Works directly in your AMS with no portals or spreadsheets
Scalable support with flat rate pricing not hourly
Easy onboarding with first month free and no commitment
Built for agents so you can focus on servicing and selling

Client Reviews

Submissions don’t sit anymore - they get routed instantly.

- R. Singh, Underwriting Manager, California

Our PDF apps now go straight into our AMS - accurately.

- M. Torres, Commercial Lines Lead, New York

No more missing fields. No more rekeying.

- D. Chen, Ops Lead, Arizona

Broker email cleanup changed our game.

- V. Patel, CSR Supervisor, Washington

We quote faster because submissions are actually ready.

- K. Banerjee, Senior Underwriter, Texas

FAQ's

What makes this “AI-powered”?

We use AI tools like OCR and NLP to extract data, label files, and automate decisions.

Do you work inside our AMS?

Yes. All work is executed inside your AMS360, Epic, or MGA system.

Can you handle messy email submissions?

Yes. We clean up and tag unstructured broker emails and attachments.

Do you use OCR?

Yes. We extract data from PDFs, scanned forms, Insurance Forms, SOVs, and loss runs.

What is NLP in this context?

NLP (Natural Language Processing) helps us understand field names, risk descriptions, and missing data in free text.

Is this a bot or a person?

Both. AI handles the front-end extraction and tagging, and our team validates and completes the work.

Do I need to install anything?

No. We work inside your systems-no software needed.

What tasks do you automate?

Submission cleanup, triage, FNOL classification, file tagging, and some policy setup.

Do you offer real-time dashboards?

Yes. Optional dashboards show accuracy, volume, and turnaround.

Can I test this before I commit?

Yes. Start with a 7-day pilot and measure results.

How This Module Connects to the Full Insurance Lifecycle

Selectsys operates as a unified five module insurance infrastructure. Each component supports a different part of the policy lifecycle while remaining fully connected inside one operating system.

RQB: Rate, Quote, Bind infrastructure supporting API, Excel, ISO, and AAIS driven rating engines.
Expert Insured: Full policy lifecycle management including issuance, endorsements, renewals, and servicing governance.
Premium Accounting: Insurance native accounting handling agency bill, direct bill, trust reconciliation, bordereaux, and premium finance workflows.
CoverPay : Installment billing and payment collection infrastructure allowing you to control your own merchant account without third party billing vendors.
Insurance BPO: Embedded operational execution across submissions, underwriting support, endorsements, renewals, accounting assistance, and policy servicing.

Each module can operate independently, but maximum efficiency is achieved when deployed together as a single lifecycle system.