AI Assist for Underwriting and Quoting

Your real-time underwriting co-pilot, reads carrier guidelines, validates appetite, and drafts decisions inside RQB and Expert Insured.

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Why It Matters

Underwriters spend hours reviewing static guidelines, appetite charts, and exception rules.

Selectsys AI Assist transforms this manual process into real-time guidance, turning every quote into a faster, auditable, and more consistent decision.

AI Assist acts as an intelligent underwriting assistant that uses trained models on carrier and program rules to guide users as they quote.

Core functions:

Result: faster quoting, consistent decisions, and fewer human errors.

How AI Assist Works

AI Assist connects to structured data coming from AI OCR & Submission Automation, analyzes each submission against stored underwriting rules, and returns live guidance within your workflow.

Inside RQB:

  • Highlights appetite fit and required fields during quoting
  • Displays carrier-specific notes and exception logic
  • Suggests next steps directly in the quoting screen

Inside Expert Insured (Policy & Forms):

  • Writes approval or decline tags to the policy record
  • Logs every decision for audit and analytics

Inside BPO Pods:

  • Provides identical guidance to offshore teams, ensuring consistent decisions

AI Assist bridges data, decisioning, and documentation, the intelligence layer of the Selectsys Value Flywheel.

Live Deployment: RQB Integration with SGA

AI Assist is currently being implemented with SGA inside RQB’s underwriting link.

The integration powers risk qualification, appetite validation, and exception tagging directly in quoting workflows, giving MGAs and carriers a live example of measurable speed and accuracy improvements.

What AI Assist Checks

  • Line of Business and class eligibility
  • Minimum and maximum limits
  • Acceptable states and territories
  • Required documents and inspections
  • Referral or decline triggers
  • Prior loss or experience modifiers

AI Assist evaluates all of this instantly and returns a simple “Fit / No-Fit / Refer” flag with the supporting logic that underwriters can trust.

Interlooping Across the Selectsys Platform

  • ← AI OCR & Submission Automation: provides structured submission data for AI Assist analysis.
  • → RQB: uses AI Assist results to pre-populate quote fields and apply rule validations.
  • → Expert Insured: attaches recommendation notes and decision tags to policy forms.
  • → Analytics & PQI: tracks accuracy, overrides, and usage for continuous model tuning.

AI Assist connects the data intelligence layer directly with quoting and policy execution inside the Value Flywheel.

Measured Impact

  • Guideline lookup time: reduced by 50–70%
  • Quoting throughput: increased by 25–40%
  • Decision consistency: improved by 30%
  • Audit trace and visibility: 100%

Key Benefits

  • 50–70% reduction in manual rule lookups
  • Consistent risk qualification across teams
  • Immediate visibility into missing or incomplete submissions
  • Faster approvals and improved compliance
  • Continuous learning from accepted and declined risks

Security and Control

  • Every recommendation logged and auditable
  • Final underwriting decisions remain human-controlled
  • SOC 2 Type II certified infrastructure
  • No external data sharing; all models trained and executed within the Selectsys ecosystem

Start a Pilot

Test AI Assist using your own carrier guidelines and program rules. A scoped pilot can be live within 7–10 business days with RQB and Expert Insured integration.

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Related Reading

FAQ

An underwriting assistant that reads guidelines and suggests risk fit, missing data, and next steps inside RQB and Expert Insured.
It runs directly inside RQB and Expert Insured, displaying guidance panels during quoting and recording results on the policy record.
No. It provides recommendations; final underwriting decisions remain human.
A scoped pilot can be live in 7–10 business days using your own rule sets and carrier programs.