AI-Powered Back Office Support Across California

Automate submissions, setup, and servicing workflows with Selectsys AI + BPO teams.

Across California Selectsys helps agencies modernize their operations with AI-powered intake and processing. From submission PDFs to loss runs, we extract, clean, and route data using advanced automation and human QA-inside your existing AMS or CRM.

How AI-Powered BPO is Reshaping Insurance Operations Behind the Scenes

What We Handle Every Day in California

Triage inbound submissions via email and PDF
Extract key fields from ACORDs, loss runs, audits, and broker emails
Flag missing data and apply appetite filters
Automate policy setup directly inside your AMS
Route submissions for quoting with clean, complete data
Tag and escalate FNOL requests instantly
Route files and docs to the correct queues or users
Provide real-time dashboards and live QA tracking
Handle carrier follow-ups, task creation, and compliance logs

How AI Enhances Every Step

OCR pulls structured data from forms and scanned PDFs
NLP classifies and cleans unstructured text in broker emails
Business rules drive routing, escalation, and approval logic
Human QA ensures final compliance and accuracy
Integration with your AMS or CRM ensures nothing sits idle
Exception handling queues prioritize risk and urgency

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

Loss runs get indexed. Forms get tagged. All AI, no drama in California.

- A. Wright, Service Ops Manager in California

No more inbox chaos. Everything in California is tracked and routed.

- S. Romero, Workflow Admin in California

LLMs clean up our PDFs and apps before they hit underwriting in California.

- M. Torres, Intake Admin in California

FAQ's

Can we use this just for submission triage?

Yes. You can start with any one workflow.

Is this secure?

Yes. We use secure, IP-restricted, SOC 2–aligned infrastructure.

Do I need to install anything?

No. We work inside your systems-no software needed.

From Manual to Intelligent:Automating Back Office Workflows in Commercial Lines

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AI-Powered Ops in California by ZIP Code

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