This put up is a part of a sequence sponsored by Skilled Insured.
Your underwriters need to quote-fast. However as a substitute, they’re sifting via messy emails, chasing lacking data, and making an attempt to scrub up dealer submissions simply to get began.
That bottleneck? It’s known 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 Right this moment
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
Consequence? Good dangers get delayed. Groups waste hours. Pace-to-quote drops.
What Selectsys Handles
- Submission inbox monitoring
- Danger doc classification
- Lacking subject flagging (e.g. loss runs, apps)
- Inside activity 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 Skilled Insured) or submission portal.
Check Case: “We Couldn’t Quote Quick Sufficient” → Quoting in 4 Hours
- Consumer: Nationwide MGA, Property + WC traces
- Drawback: 100+ every day submissions, 30% delay on account of incomplete or misrouted docs
- Motion:
- Selectsys group tagged, cleaned, and routed every submission
- Added threat labels and precedence scores
- Created clear handoff to underwriters
- Consequence:
- 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 electronic 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 instantly?
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 Traces.
Can we begin small?
Completely. We advocate a 1-week Begin a Pilot to show worth.
Additionally Discover
Submission triage is perhaps hidden-but it impacts every thing. Get it proper with Selectsys, and your quoting engine strikes quicker, cleaner, and with much less effort out of your group.
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