Submission Intake & Triage Support for Insurance Agencies and MGAs

Quoting starts with clean submissions. We triage every inbound request-fast, accurate, and inside your system.

Quoting starts with submission quality-and most agencies are flooded with inconsistent, incomplete, or misrouted applications. Selectsys steps in at the top of your new business funnel, providing trained teams that read, validate, and triage incoming submissions in real time.

We work directly inside your inbox, submission portal, or AMS-using AI tools and human QA to sort, assign, and forward submissions for quoting, rating, or declination. Whether you handle business through AMS360, Applied Epic, Expert Insured, or homegrown CRMs, we adapt to your workflows and improve submission speed, accuracy, and throughput.

Read Why Submission Triage Is the Hidden Bottleneck in Your Underwriting Workflow

What We Handle

  • Monitoring submission inboxes, portals, and form captures
  • Extracting key data from emails and PDF attachments
  • Validating completeness (loss runs, apps, SOVs, etc.)
  • Identifying missing fields or documents
  • Assigning to correct queue, carrier, or underwriter
  • Labeling, tagging, and categorizing LOBs
  • Data entry into AMS or CRM systems
  • Logging declinations and DQ reasons

Value Proposition

  • 24/7 submission monitoring
  • Works with underwriters, producers, and operations
  • Standardizes intake across brokers and states
  • Reduces quoting delays
  • Integrates with Rater APIs and carrier portals
  • Can be augmented with AI/NLP for higher volume

Read From Inbox Chaos to Clean Submissions - How Selectsys Transforms Your Triage Layer

Why Teams Choose Selectsys

  • 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

Used to miss high-priority risks. Not anymore.

- P. Williams, Producer

Submission volume doubled overnight-Selectsys kept us quoting without delay.

- J. Rivera, Underwriting Assistant

Submissions now flow smoothly into our rater.

- F. Ali, API Integration Lead

Quoting speed jumped 40% after triage cleanup.

- A. Jackson, Operations Lead

TTheir team finds missing apps before it hits our desk. Huge time-saver.

- R. Shah, Sr. Underwriter

FAQ's

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