AI Assisted Insurance BPO, Inbox to Execution With SLAs

We combine LLM/OCR automation with insurance trained teams to move submissions from email → quote → bind → service faster, while keeping accuracy, controls and audit evidence.

The Problem We Solve

Overflowing inboxes

Submissions hide in Outlook threads. Brokers resend; threads fork; dedupe breaks.

Slow prep & rekeying

Apps/SOVs/loss runs are rekeyed into spreadsheets, then into AMS/PAS.

Unpredictable service

COIs/endorsements and downloads clog queues, spiking backlog and TAT.

Operating Model (People + AI)

  • Ingest: Email/portal/API → triage engine (classify, dedupe, prioritise)
  • Extract: OCR + LLM capture named fields with confidence scores
  • Enrich: Appetite gates, reference data; trigger your sanctions/clearance workflows (we do not make risk decisions)
  • Execute: Ops pods (coverholder/UW/service/premium) work in your systems
  • Verify: Maker checker on monetary/material changes; QC sampling
  • Measure: Dashboards (touch/cycle/TAT/accuracy/exceptions); weekly scorecards

Prefer in house? Use our modules: AI OCR & Submission Automation and Expert Insured AMS.

Workflow Coverage (Details)

New Business

  • Broker intake with first look summary and missing info checklist
  • Clearance & appetite; UW worksheet prep; loss run chase
  • Quote/bind pack assembly; versioning and approvals

Policy Servicing

  • Endorsements, cancellations, reinstatements; EPIs/COIs; ID cards
  • Download reconciliation: exceptions by type, owner and SLA

Premium Ops

  • Cash allocation; unapplied cash resolution with owners and deadlines
  • IBA/trust reconciliations; producer/commission statements; attestations

Claims Support

  • FNOL intake; coverage checks; vendor orchestration; diary
  • Document chase and status updates; MI to claims leads

Use Case Playbooks

Channel Playbook Outcome
Carrier Submission spikes + premium ops cleanup Inbox to touch <15m; backlog <48h; leakage −20–40%
MGA Inbox to Execution for programmes Quote cycle −30–50%; bind ratio +3–8%
Broker/Agency Branded service centre COIs same day; endorsements 24–48h; retention +1–3%

Controls, Security & Compliance

  • Role based access; least privilege; SSO; scoped API keys
  • Maker checker on releases and monetary changes; activity/audit logs
  • GDPR/UK DPA & IDTA support; regional hosting options (US/UK/EU)

SLAs, KPIs & MI

New Business

  • Inbox to touch: < 15 minutes
  • Endorsement TAT target: 24–48 hours (typical)
  • Target ≥99% on sampled critical fields in steady state
  • Download reconciliation backlog target < 48 hours

Policy Servicing

  • Dashboards for touch/cycle/TAT/accuracy/exceptions
  • Weekly scorecards with actions and owners
  • Monthly PIR (post implementation review)

* KPIs shown are typical targets; final SLAs are set during discovery based on volume, mix, and systems. Selectsys executes under your authority; underwriting and pricing decisions remain with you.

30/60/90 Implementation

  • Days 0–30: Intake mapping, rules, first pod live on triage/COIs
  • Days 31–60: Add endorsements/downloads; baseline KPIs
  • Days 61–90: Expand to premium ops; quarterly objectives set

Related Insights

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

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.

Read Case Study

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.

Read Case Study

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FAQ's

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