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.
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.
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
Why Agencies Choose Insurance Back Office Support Services
Insurance back office support improves turnaround time, reduces backlog, and allows agency teams to focus on production and client servicing.
- 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
Submission volume doubled overnight, Selectsys kept us quoting without delay.
J. Rivera, Underwriting Assistant
Quoting speed jumped 40% after triage cleanup.
A. Jackson, Operations Lead
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
FAQs
Submission Intake & Triage Support Services By Location
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.
For a complete view of how intake transitions into quoting, underwriting, and policy servicing, the operating model page illustrates the steps that follow intake.
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.
We are a part of
