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

What types of insurance documents can AI OCR process?

We support parsing of applications, certificates, loss runs, quote requests, and other broker-submitted PDFs and attachments.

What happens after a document is parsed?

Parsed data is classified, mapped to workflows, and routed to the appropriate queue or team - all without manual intervention.

What if the AI is unsure of a field?

Our system flags uncertain data and routes it for human review before execution begins.

Does this replace human teams?

No. AI OCR enhances speed and accuracy, but trained teams still handle exceptions, execution, and approvals.

Can I audit what the AI is doing?

Yes. All parsing, routing, and overrides are logged for transparency and compliance.

Can we use AI OCR for backlogged submissions?

Yes. You can upload historical PDFs or route old emails through our AI pipeline for parsing, classification, and queue assignment-even retroactively.

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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Connected Across the Insurance Lifecycle

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

RQB: Rate, Quote, Bind workflows supporting API, Excel, ISO, and AAIS driven rating sources.
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 capability can operate independently, or connect with the others as the operation requires.