Submission Intake & Triage Services in Dana Point, California

Quoting starts with clean submissions. We triage every inbound request—fast, accurate, and inside your system.

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Insurance agencies in Dana Point,California face a daily influx of new submissions—many incomplete, misrouted, or sitting idle. Selectsys provides trained submission specialists who monitor your inbox, review every application for completeness, and assign it to the right person, carrier, or system.

We streamline intake, reduce delays, and improve quote readiness across all lines of business.

Read Why Submission Triage Is the Hidden Bottleneck in Your Underwriting Workflow Read Here

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

Even flagged duplicate submissions and incomplete apps in Dana Point.

— S. Chen, WC Desk in Dana Point

We didn’t realize how much junk was coming in. Now we only see clean risks in Dana Point, California.

— M. Lewis, MGA Partner in Dana Point, California

Built triage logic for all our regional brokers in California.

— W. Zhang, National MGA in California

FAQ's

It’s the process of reviewing and sorting incoming insurance submissions before quoting.
Yes. We follow your rules for risk type, territory, or carrier fit.
Yes. We flag high-priority or rush submissions for same-day review.

From Inbox Chaos to Clean Submissions - How Selectsys Transforms Your Triage LayerRead Here

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

We also support agencies across California. See All California Location

We’ve supported agencies across USA. and the Dana Point metro area with high-volume COI workflows-especially in construction, transportation, and real estate accounts.

Let us triage your next 100 submissions and show what great intake feels like.

Start a Free Submission Pilot