Selectsys Operating Model: The Value Flywheel

Expert Insured (Policy Admin & Forms System), RQB, Automation, and BPO Pods, running as a single loop from intake to issuance, renewals, and analytics.

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Selectsys Value Flywheel: Expert Insured (Policy Admin & Forms System), RQB, Automation, BPO Pods with six operational nodes

The Value Flywheel

Six nodes power a continuous loop. Intake & Digitize → Appetite & Routing → RQB (Rate • Quote • Bind) → Issuance & Servicing → Renewal & Remarketing → Analytics & PQI.

AI Assist Automation Control Tower BPO Pods

The Selectsys Stack

A simple stack makes the flywheel work: Engagement, EI+RQB Operations, Enablement.

Engagement Layer

  • Broker/Producer portal
  • Email → Task
  • Phone/Chat notes
  • COI requests

EI + RQB Operations Layer

  • Expert Insured: Policy Admin & Forms System: accounts, tasks, documents, audit log (Powered by an intelligent Forms Engine for automated policy/endorsement documents.)
  • RQB: Rating rules, quote sheet, bind pack, carrier checklist
  • Workflow: Queues, approvals, exceptions

Enablement Layer

  • Data Fabric: Risk data, appetite tables, loss-run archive
  • Automation: Bots, templates, connectors
  • AI Assist: Draft notes, checklists, summarization
  • Security & Compliance: SOC 2 Type 2, access control, logging
Three layers: Engagement; EI + RQB Operations; Enablement (Data Fabric, Automation, AI Assist, Security).
Submission, RQB, Service, Renewal, Analytics Pods with SOPs and SLAs.

Pods + Playbooks (how we deploy)

Pods are trained teams mapped to each node. Playbooks provide SOPs, checklists, SLAs, and escalation. Start with one pod and scale.

  • Submission Pod: Email/PDF/API intake, data extraction, dedupe, tasking
  • RQB Pod: Rules-driven quoting, quote sheet, bind pack
  • Service Pod: Endorsements, COIs, evidence logs, audit trails
  • Renewal Pod: Cadence tracking (120/90/60/30), alternatives, save offers
  • Analytics Pod: Hit ratio, cycle time, QA, producer scorecards
MFA Credential Vault Audit Trail Works Inside Client AMS / Raters / Portals

Outcomes

Cycle time –20–35% • NIGO/returns –30–50% • Hit ratio +3–7 pts • Retention lift +2–4 pts • Cost per policy –15–30%

Ranges depend on line of business, baseline, and scope

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Where It Fits (at a glance)

Selectsys Legacy AMS Vendors Traditional BPO
Operating Model Quoting & Policy Ops • Automation Onboarding Speed • SLA & Audit

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Case Studies

FAQ's

Typical AMS tools stop at records. Selectsys combines policy admin & forms, RQB for quoting/bind, automation, and BPO Pods so work moves with SLAs and audit.
7–10 business days for a scoped workflow with SLAs.

We are apart of

SOC 2 Certified
Insure Tech NY

Unified tech + embedded ops teams. Fast setup. No handoffs.

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