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From Inbox to Action - AI Intake Built for Insurance Ops

Parse PDFs. Route to queues. Trigger workflows. All in real time.

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Inbox Automation Built for Insurance Workflows

Email Triage
  • Reads submissions@, service@, and other inboxes
  • Classifies messages: COIs, audits, FNOL, endorsements
  • Routes tasks into AMS, queues, or ticketing systems
Document Classification + Extraction
  • OCR reads Insurance Forms, loss runs, binders, audits
  • GPT extracts: policyholder, date, LOB, doc type
  • Flags missing or inconsistent data
Confidence Threshold Routing
  • Low-confidence items routed to human QA
  • All AI decisions logged for audit trails
Real-Time Execution Support
  • Instant task creation in Expert Insured, AMS360, RQB
  • Email tagging and document linking built in

Your inbox isn’t a workflow engine. AI OCR from Selectsys reads broker emails, parses attachments, extracts submission data, and routes it directly into Expert Insured, AMS360, RQB, or task queues - in seconds, not hours. No more manual review, rekeying, or backlog.

Document Types Supported

Fully automated intake and classification across the most common forms, notices, and audits in P&C operations.

Insurance Submission Forms

Binders + Quotes

FNOL Forms

Audit Packages

Cancellation Requests

Certificates + Loss Runs

Explore Related Workflows

See how top MGAs and carriers are saving thousands of hours on submission intake: Read how Selectsys automates submission processing with AI OCR.

Use Cases

AI OCR enhances speed and accuracy across the policy lifecycle. Common use cases include:

Automating broker intake into submission queues

Parsing audit packets and routing for policy change

Reducing turnaround time on quote prep

Intake + task creation for BPO teams

FAQs

We support parsing of applications, certificates, loss runs, quote requests, and other broker-submitted PDFs and attachments.
Parsed data is classified, mapped to workflows, and routed to the appropriate queue or team - all without manual intervention.
Our system flags uncertain data and routes it for human review before execution begins.
No. AI OCR enhances speed and accuracy, but trained teams still handle exceptions, execution, and approvals.
Yes. All parsing, routing, and overrides are logged for transparency and compliance.
Yes. You can upload historical PDFs or route old emails through our AI pipeline for parsing, classification, and queue assignment-even retroactively.

Recommended Next Steps

If you want to understand how automated intake connects to quoting, underwriting, and policy servicing, the pages below describe how data captured through AI OCR moves through the rest of the platform.

If you want a quick reference for any of the terminology mentioned on this page, you can review the Glossary for clear definitions and context.

If you want to see how submission automation connects to quoting, underwriting, and policy work, the operating model page provides a clear walkthrough of the entire process.

AI-Powered Intake for Real Insurance Work

Don’t sort another email by hand. Let AI triage and route every submission.

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