Submission QA & Intake Services in ZIP 92630 , Lake Forest

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

In ZIP 92630, insurance teams trust Selectsys to clean and assign new submissions for faster quoting. We process email attachments, SOVs, loss runs, and broker docs-labeling and routing each one inside your AMS or CRM. Our trained team keeps quoting pipelines moving without extra headcount.

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

Now I spend time quoting — not cleaning submissions in Lake Forest, California.

— N. Greene, Producer in Lake Forest, California

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

— M. Lewis, MGA Partner in Lake Forest, California

Hands down, best intake cleanup solution we’ve tried in Lake Forest.

— S. Patel, Triage Manager in Lake Forest

FAQ's

What if submissions are missing data?

We flag incomplete applications and follow escalation rules you define.

Can we escalate urgent submissions?

Yes. We flag high-priority or rush submissions for same-day review.

Is your staff insurance-trained?

Yes. All triage staff are trained in U.S. submission formats and underwriting logic.

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