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AI-Powered Back Office Support Across California

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

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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 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

Work moves predictably with better notes, attachments, and audit trails in place.

— Platform Administrator

Email cleanup and document tagging reduced noise so the team focuses on actual client work.

— Service Operations Manager

AI assists with document classification and checklists; human review keeps quality consistent.

— Commercial Lines Coordinator

Exceptions surface early, and handoffs are clear. Backlogs don’t spiral anymore.

— Processing Supervisor

FAQs

Yes. You can start with any one workflow.
Yes. We can output to API or rating tools as needed.
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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