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AI OCR & Submission Automation for Insurance Ops

Parse, classify, and route all inbound documents - quotes, audits, binders, and FNOL - instantly.

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Inbox Automation Built for Insurance Workflows

Email Triage
  • Reads submissions@, service@, and other inboxes
  • Classifies messages: COIs, audits, FNOL, endorsements
  • Routes tasks into AMS, queues, or ticketing systems
Document Classification + Extraction
  • OCR reads Insurance Forms, loss runs, binders, audits
  • GPT extracts: policyholder, date, LOB, doc type
  • Flags missing or inconsistent data
Confidence Threshold Routing
  • Low-confidence items routed to human QA
  • All AI decisions logged for audit trails
Real-Time Execution Support
  • Instant task creation in Expert Insured, AMS360, RQB
  • Email tagging and document linking built in

Your inbox isn’t a workflow engine. AI OCR from Selectsys reads broker emails, parses attachments, extracts submission data, and routes it directly into Expert Insured, AMS360, RQB, or task queues - in seconds, not hours. No more manual review, rekeying, or backlog.

This isn’t just inbox automation - we streamline quoting, triage, endorsements, FNOL routing, and renewal support.

Intake and OCR kick off the loop described in our Value Flywheel, routing clean submissions to quoting without rekeying.

Document Types Supported

Fully automated intake and classification across the most common forms, notices, and audits in P&C operations.

Insurance Submission Forms

Binders + Quotes

FNOL Forms

Audit Packages

Cancellation Requests

Certificates + Loss Runs

Use Cases

AI OCR enhances speed and accuracy across the policy lifecycle. Common use cases include:

Automating broker intake into submission queues

Parsing audit packets and routing for policy change

Reducing turnaround time on quote prep

Intake + task creation for BPO teams

Pre-filling carrier portals with extracted submission data

FAQ's

We support parsing of applications, certificates, loss runs, quote requests, and other broker-submitted PDFs and attachments.
Parsed data is classified, mapped to workflows, and routed to the appropriate queue or team - all without manual intervention.
Our system flags uncertain data and routes it for human review before execution begins.
No. AI OCR enhances speed and accuracy, but trained teams still handle exceptions, execution, and approvals.
Yes. All parsing, routing, and overrides are logged for transparency and compliance.
Yes. You can upload historical PDFs or route old emails through our AI pipeline for parsing, classification, and queue assignment-even retroactively.
Yes. Our extraction engine is tuned to recognize rating inputs like limits, deductibles, retro dates, TIVs, and more - even from scanned PDFs.

Related Tools That Enhance AI Intake

AI-Powered Back Office Submission Triage RQB Quoting Platform

From the Blog AI OCR in Insurance: What It Actually Does (And What It Doesn’t)

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AI-Powered Intake for Real Insurance Work

Don’t sort another email by hand. Let AI triage and route every submission.

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