Smart Insurance Operations Support in ZIP 94975 , Petaluma

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

In ZIP 94975, 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.

What We Handle Every Day in 94975

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

Expert Insured and AI BPO together gave us breathing room in California.

- N. Davis, Platform Admin in California

Our agency in Petaluma, California routes submissions automatically now.

- R. Singh, Ops Lead in Petaluma, California

FAQ's

Can you handle multiple lines of business at once?

Yes. We support simultaneous workflows across all commercial and personal lines.

Do you use OCR?

Yes. We extract data from PDFs, scanned forms, Insurance Forms, SOVs, and loss runs.

Is this a bot or a person?

Both. AI handles the front-end extraction and tagging, and our team validates and completes the work.

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