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Your underwriters need to quote-fast. However as a substitute, they’re sifting by means of messy emails, chasing lacking information, and making an attempt to wash up dealer submissions simply to get began.
That bottleneck? It’s known as submission triage.
At Selectsys, we assist companies, MGAs, and wholesalers streamline quoting by managing this triage layer with educated workers and automation.
The Downside with Triage As we speak
Most groups wrestle as a result of:
- Submissions arrive unstructured (PDFs, scans, Excel, and many others.)
- Electronic 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
Outcome? Good dangers get delayed. Groups waste hours. Pace-to-quote drops.
What Selectsys Handles
- Submission inbox monitoring
- Danger doc classification
- Lacking area flagging (e.g. loss runs, apps)
- Inner job project by LOB or underwriter
- Knowledge push into AMS or rater
- Dealer scorecard tagging (DQ charge, precedence)
We function inside your AMS (like AMS360, Utilized Epic, or Skilled Insured) or submission portal.
Take a look at Case: “We Couldn’t Quote Quick Sufficient” → Quoting in 4 Hours
- Consumer: Nationwide ones, property + wc strains
- Downside: 100+ day by day submissions, 30% delay as a consequence of incomplete or misrouted docs
- Motion:
- Selectsys group tagged, cleaned, and routed every submission
- Added danger labels and precedence scores
- Created clear handoff to underwriters
- Outcome:
- Quoting turnaround lower by 45%
- No extra missed rush dangers
- 2 full-time workers reassigned to different tasks
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 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 Business Auto, GL, WC, Property, Cyber, and Private Strains.
Can we begin small?
Completely. We suggest a 1-week Begin a Pilot to show worth.
Additionally Discover
Submission triage could be hidden-but it impacts all the pieces. Get it proper with Selectsys, and your quoting engine strikes sooner, cleaner, and with much less effort out of your group.
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