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AI Triage for Submissions Inbox, Classify, Extract, Route

Stop drowning in email. The engine classifies, dedupes and extracts data, then runs appetite gates and routing so underwriters get a complete, ready to work case with a first look summary.

Request a Demo Platform: AI OCR & Submission Automation

Why Inboxes Fail

  • Multiple forwards and bccs create duplicates and version drift
  • Attachments vary (scans, photos, mixed PDFs) and break manual capture
  • Rules and appetite live in people’s heads; routing is inconsistent

Triage is the entry point to the Selectsys Operating Model.

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

Engine Architecture

  • Classify: Email body + attachments → LOB, priority, broker, programme
  • Deduplicate: Thread merge and duplicate suppression with hashes
  • Extract: OCR + LLM for named fields (apps, SOVs, loss runs)
  • Gate: Appetite rules and referral thresholds
  • Route: Teams/queues with SLA targets and calendars
  • Summarise: First look synopsis + missing information checklist

Field Catalogue (Examples)

Domain Fields QC
Identifiers Named insured, broker, programme, UMR/UCN (if London) Required + format + cross doc
Risk Class/LOB, location(s), TIV, limits, deductibles Lists, ranges, currency
History Loss runs: count, severity, causes Date ranges; normalised categories

Implementation Plan (2,3 Weeks)

  • Connect inbox; set up secure storage and retention
  • Define LOB taxonomies; import reference lists
  • Map fields and confidence thresholds; set appetite gates
  • Configure routing; pilot in side by side mode
  • Go live; weekly tuning for the first month

Guardrails & Quality

  • Confidence thresholds; humans review anything below target
  • Redaction & PII detection; encrypted transit/at rest; least privilege
  • Maker checker on outbound pushes; activity logs for audits

Outcomes & KPIs

  • Inbox to touch < 15 minutes
  • Underwriter prep time, 30, 50%
  • Quote cycle time down; bind ratio up
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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

Their team finds missing apps before it hits our desk. Huge time, saver.

R. Shah, Sr. Underwriter

Submissions now flow smoothly into our rater.

F. Ali, API Integration Lead

Used to miss high-priority risks. Not anymore.

P. Williams, Producer

Quoting speed jumped 40% after triage cleanup.

A. Jackson, Operations Lead

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

J. Rivera, Underwriting Assistant

FAQ's

Common ACORD/market apps, schedules of values, loss runs and other unstructured PDFs and emails.
Confidence thresholds, deterministic rules and maker, checker controls ensure reliable data before it hits core systems.

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