Smart Insurance Operations Support in ZIP 94402 , San Mateo

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

In ZIP 94402, 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 94402

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

In San Mateo, our quoting speed improved by 3x.

- D. Chen, Commercial Lines Coordinator in San Mateo

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

- L. Zhang, Agency Ops Director in San Mateo

Email cleanup in San Mateo, California saved our morning backlog.

- T. Joseph, Submission Triage Specialist in San Mateo, California

FAQ's

Can this work with APIs or rating engines?

Yes. We can output to API or rating tools as needed.

Is this a bot or a person?

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

What tasks do you automate?

Submission cleanup, triage, FNOL classification, file tagging, and some policy setup.

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