This put up is a part of a sequence sponsored by Professional Insured.
Your underwriters need to quote-fast. However as a substitute, they’re sifting via messy emails, chasing lacking data, and attempting to scrub up dealer submissions simply to get began.
That bottleneck? It’s referred to as submission triage.
At Selectsys, we assist businesses, MGAs, and wholesalers streamline quoting by managing this triage layer with educated workers and automation.
The Drawback with Triage In the present day
Most groups battle as a result of:
- Submissions arrive unstructured (PDFs, scans, Excel, and many others.)
- 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. Pace-to-quote drops.
What Selectsys Handles
- Submission inbox monitoring
- Threat doc classification
- Lacking subject flagging (e.g. loss runs, apps)
- Inner process project by LOB or underwriter
- Knowledge push into AMS or rater
- Dealer scorecard tagging (DQ price, precedence)
We function inside your AMS (like AMS360, Utilized Epic, or Professional Insured) or submission portal.
Check Case: “We Couldn’t Quote Quick Sufficient” → Quoting in 4 Hours
- Shopper: Nationwide MGA, Property + WC strains
- Drawback: 100+ day by day submissions, 30% delay attributable to incomplete or misrouted docs
- Motion:
- Selectsys group tagged, cleaned, and routed every submission
- Added threat labels and precedence scores
- Created clear handoff to underwriters
- End result:
- Quoting turnaround lower 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 Pace – 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 straight?
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 Business Auto, GL, WC, Property, Cyber, and Private Traces.
Can we begin small?
Completely. We suggest a 1-week Begin a Pilot to show worth.
Additionally Discover
Submission triage is perhaps hidden-but it impacts every little thing. Get it proper with Selectsys, and your quoting engine strikes quicker, cleaner, and with much less effort out of your group.
Subjects
Underwriting
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