Smart Insurance Operations Support in ZIP 94037 , Montara

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

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In ZIP 94037, agencies rely on Selectsys to streamline high-volume servicing using AI and automation. From triaging messy submissions to tagging documents, our system helps your team work faster, with fewer handoffs and errors.

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

What We Handle Every Day in 94037

  • 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

We run 40% more quotes weekly - same team, better tools in California.

- F. Shah, Production Manager in California

We couldn’t scale in Montara until we added this AI layer.

- L. Zhang, Agency Ops Director in Montara

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

- M. Torres, Intake Admin in California

FAQ's

Yes. We work across commercial and personal lines.
Yes. All work is executed inside your AMS360, Epic, or MGA system.
Both. AI handles the front-end extraction and tagging, and our team validates and completes the work.

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