This submit is a part of a collection sponsored by Knowledgeable Insured.
Your underwriters need to quote-fast. However as an alternative, they’re sifting by way of messy emails, chasing lacking data, and making an attempt to wash up dealer submissions simply to get began.
That bottleneck? It’s referred to as submission triage.
At Selectsys, we assist companies, MGAs, and wholesalers streamline quoting by managing this triage layer with skilled workers and automation.
The Downside with Triage At present
Most groups battle as a result of:
- Submissions arrive unstructured (PDFs, scans, Excel, and so forth.)
- E mail inboxes aren’t monitored 24/7
- Key fields are lacking or misfiled
- Duplicate or junk submissions waste time
- No standardized entry or scoring course of exists
End result? Good dangers get delayed. Groups waste hours. Velocity-to-quote drops.
What Selectsys Handles
- Submission inbox monitoring
- Danger doc classification
- Lacking area flagging (e.g. loss runs, apps)
- Inner process project by LOB or underwriter
- Information push into AMS or rater
- Dealer scorecard tagging (DQ fee, precedence)
We function inside your AMS (like AMS360, Utilized Epic, or Knowledgeable Insured) or submission portal.
Check Case: “We Couldn’t Quote Quick Sufficient” → Quoting in 4 Hours
- Shopper: Nationwide MGA, Property + WC traces
- Downside: 100+ each day submissions, 30% delay as a consequence of incomplete or misrouted docs
- Motion:
- Selectsys workforce tagged, cleaned, and routed every submission
- Added threat labels and precedence scores
- Created clear handoff to underwriters
- End result:
- Quoting turnaround minimize by 45%
- No extra missed rush dangers
- 2 full-time workers reassigned to different initiatives
Why It Issues
Triaging isn’t simply e-mail sorting. It impacts:
- Quoting Velocity – Quick quotes shut extra offers
- Producer Satisfaction – Brokers discover delays
- Compliance – Misrouted or undocumented submissions trigger audit gaps
- Ops Effectivity – Senior workers shouldn’t be cleansing attachments
FAQs
Can you’re employed with dealer inboxes immediately?
Sure. We monitor devoted submission inboxes and classify new dangers as they arrive.
What about duplicate or spam submissions?
We flag duplicates and junk. You solely get clear, actionable submissions.
How do you log triaged dangers?
We doc entries inside AMS360, Utilized Epic, or a shared tracker per your SOPs.
Do you assist a number of LOBs?
Sure. We assist Industrial Auto, GL, WC, Property, Cyber, and Private Strains.
Can we begin small?
Completely. We advocate a 1-week Begin a Pilot to show worth.
Additionally Discover
Submission triage is likely to be hidden-but it impacts every part. Get it proper with Selectsys, and your quoting engine strikes sooner, cleaner, and with much less effort out of your workforce.
Matters
Underwriting
Concerned about Underwriting?
Get computerized alerts for this subject.
