AI-Powered Insurance BPO in Santa Margarita, California

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

Start a Pilot Talk to Our Team

Insurance agencies in Santa Margarita, California nare using AI to eliminate backlogs, reduce data entry, and increase quoting speed. Selectsys blends intelligent automation with live QA to triage submissions, extract documents, and process data inside your AMS.

We work directly inside your workflows-no new platforms required.

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

What We Handle Every Day in Santa Margarita

  • 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 couldn’t scale in Santa Margarita until we added this AI layer.

- L. Zhang, Agency Ops Director in Santa Margarita

Our agency in Santa Margarita, California routes submissions automatically now.

- R. Singh, Ops Lead in Santa Margarita, California

Email cleanup in Santa Margarita, California saved our morning backlog.

- T. Joseph, Submission Triage Specialist in Santa Margarita, California

FAQ's

Both. AI handles the front-end extraction and tagging, and our team validates and completes the work.
Yes. We use secure, IP-restricted, SOC 2–aligned infrastructure.
Yes. We can output to API or rating tools as needed.

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

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

We also support AI-Powered Insurance BPO across California. See All California Location

See AI-Powered Ops in Action

Start a pilot with AI-enhanced intake and servicing-without changing your systems.

Start your Pilot