Smart Insurance Operations Support in ZIP 94074 , San Gregorio

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

In ZIP 94074, 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 94074

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

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

- L. Zhang, Agency Ops Director in San Gregorio

We eliminated rekeying entirely in ZIP 94074.

- K. Banerjee, Processing Supervisor in ZIP 94074

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

- S. Romero, Workflow Admin in California

FAQ's

Can we use this just for submission triage?

Yes. You can start with any one workflow.

Do you work inside our AMS?

Yes. All work is executed inside your AMS360, Epic, or MGA system.

What makes this “AI-powered”?

We use AI tools like OCR and NLP to extract data, label files, and automate decisions.

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

Looking for AI-Powered BPO Support in San Gregorio, California? Explore San Gregorio AI-Powered BPO Support

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