Submission Intake & Triage Services in Santa Clara, Utah

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

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Insurance agencies in Santa Clara,Utah 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

Selectsys manages intake for 3 of our business units in Santa Clara.

- L. Torres, Risk Manager in Santa Clara

Our underwriters now focus on underwriting in Santa Clara.

- J. Clark, Underwriting Lead in Santa Clara

Now I spend time quoting - not cleaning submissions in Santa Clara, Utah.

- N. Greene, Producer in Santa Clara, Utah

FAQ's

It’s the process of reviewing and sorting incoming insurance submissions before quoting.
Yes. Many of our clients are MGAs managing submissions from multiple brokers.
Yes. We handle commercial lines (GL, WC, Property, Auto) and personal lines.

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

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We also support agencies across Utah. See All Utah Location

We’ve supported agencies across USA. and the Santa Clara 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