AI-Powered Insurance BPO - From Inbox to Execution

Let AI triage your intake. Let Selectsys execute with speed, accuracy, and scale.

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What We Automate

Workflow AI Role Output
Email Intake Classifies emails, reads subject/body, understands intent Task is created in correct queue
Document Triage OCR + GPT classify Insurance Forms, binders, loss runs, audits Files are labeled, routed
Submission Routing Identifies LOB, missing docs, quote urgency Task pushed to quoting engine
FNOL Intake Extracts policy #, loss date/type from claim form Logs FNOL in AMS / PAS
Quote Prep Trigger Flags submissions for quoting based on rules RQB quote initiated automatically

End-to-End Automation, from Intake to Task Routing

Traditional insurance BPO models rely heavily on manual queues and human intervention. Selectsys transforms that with real AI automation - powered by GPT, OCR, and intelligent document triage. From reading emails to routing tasks into your AMS, we blend automation and operational execution for unmatched speed, accuracy, and compliance.

Curious how AI and BPO work together in the real world? Explore these recent examples from MGAs, carriers, and BPO teams using AI to streamline their insurance workflows:

What Makes This “AI-Driven BPO”?

Automation alone isn’t enough. Our hybrid model ensures tasks get done, not just flagged.

Selectsys blends AI and automation with human oversight to deliver full-cycle support - not just data extraction. From reading broker emails to submitting quotes, issuing policies, or handling endorsements, our model eliminates manual bottlenecks without sacrificing accuracy or control.

Unlike AI-only tools or basic OCR vendors, we combine document parsing, routing logic, and execution teams trained on your workflows - so tasks actually get done, not just flagged.

Core Components

  • Email Listener Reads shared inboxes like service@ or submissions@
  • GPT Classifier Determines whether it’s a COI, endorsement, FNOL, etc.
  • AI OCR Reads PDFs, insurance app forms, binders, loss runs, and extracts key fields
  • Workflow Routing Engine Sends each task to the right system or queue
  • BPO Execution Our trained teams complete tasks inside your AMS or MGA system

How It Works

Inbound email or upload is received

AI reads, classifies, and decides the correct workflow

Task is routed to Selectsys BPO team or internal CSR

Task is executed, documented, and confirmed back in your system

Why AI + Human Execution Wins

Clients choose Selectsys to blend automation speed with human precision. Here’s why it works:

  • Cuts triage time by 80-90%
  • Enables 24/7 execution without inbox backlogs
  • Reduces task errors and misclassification
  • Allows your human team to focus on judgment, not sorting
  • Fully auditable logs, tracked decisions, fallback to human if AI uncertain

Popular Use Cases

Inbox to Execution

From Email to Completed Task - Zero Manual Intake

AI triages incoming emails while our BPO team executes the task directly inside your AMS. Every action is tracked, audited, and done without clogging your ops inbox.

Read Case Study

Smart Renewal Automation

AI-Driven Triggers. BPO Execution. Higher Retention.

Our system monitors upcoming renewals, generates quotes, follows up, and binds-without your team lifting a finger. Never miss a renewal window again.

Read Case Study

COI Fulfillment in Under 4 Hours

Faster Certificates. Happier Clients. Audit-Ready.

We parse requests, extract holder/insured data, and issue COIs on your letterhead-backed by service-time metrics and full traceability.

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Submission Acceleration

Turn PDFs into Quotes in Minutes

AI extracts and normalizes data from submissions and SOVs. Our BPO team pushes clean, structured entries to your rater or RQB-5x faster than traditional workflows.

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Explore AI BPO by Region

FAQ's

It’s the combination of AI-powered tools (like OCR, email triage, and LLMs) with trained offshore teams who execute tasks inside your systems-faster and more reliably than internal staff alone.
Typically within 2-4 hours. AI handles intake and data extraction; our BPO team fulfills and logs the COI with a full audit trail.
Yes. We work directly inside your existing systems-no platform migration needed.
It eliminates expiration surprises. AI triggers tasks based on policy term dates, and our team ensures follow-through.
Yes. Our OCR and LLMs are trained on Insurance Forms, loss runs, and insurance submissions-structured and unstructured alike.
COIs, endorsements, submissions, renewals, downloads, document indexing, and more-executed inside your workflows.
Yes. When available, we can trigger API submissions. For email-based quoting, we clean and structure data for accurate intake.
Yes. Our trained BPO teams work inside your AMS, CRM, or portal to complete the tasks generated by the AI.
SOC 2 Certified

Let AI Handle the Inbox. Let Selectsys Handle the Work.

Try AI BPO in one workflow - like COI routing - and scale up from there.

Start My AI BPO Pilot