Expert Insured joins the Selectsys Family of Solutions for MGAs, MGUs, Wholesalers, and Carriers Read the Press Release

Featured Capabilities

Workflow and Task Management

Workflow and Task Management

Route classified emails to queues, set due dates, and auto-create tasks to meet SLAs.

Document Management

Document Management

File email threads and attachments to the right account or policy for a complete audit trail.

Policy Management

Policy Management

Link messages to the correct policy so handlers see coverage, endorsements, and activity in context.

New Business and Renewals

New Business and Renewals

Detect submissions and renewals and push them straight into intake workflows.

Creating and Requesting Quotes

Creating and Requesting Quotes

Acknowledge quote requests instantly and trigger quote creation tasks.

Claims Tracking

Claims Tracking

Identify claim-related messages and assign them to the right claim file and owner.

Integrated Accounting

Integrated Accounting

Recognize billing inquiries and route them to accounting with account balances visible.

Integrated Rating and Carrier Integration

Integrated Rating and Carrier Integration

Surface carrier notices and route them to the correct market management.

Why Expert Inbox - Email Classification and Routing matters

Captures and categorizes every message as submission, endorsement, COI request, billing, claim, or general inquiry so nothing is missed.
Reduces manual email triage and speeds turnaround with automated routing and task creation across Expert Insured.
Connects emails to accounts, policies, and workflows so teams act with full context.
Improves consistency, compliance, and auditability with templated replies and logged actions.
Scales service volume with AI assistance while keeping staff focused on customer outcomes.

Related Articles

Why email classification speeds up COI turnaround
How routing pairs with AI workload visibility to prevent bottlenecks
What to verify when evaluating inbox automation in your platform

Frequently Asked Questions

It classifies common intents such as submission, endorsement, certificate of insurance request, billing, claims, renewals, and general inquiry, then routes accordingly. You can extend categories during implementation.

Classification triggers queue assignment and task creation in Workflow and Task Management, including due dates, priorities, and escalations tied to your SLAs.

Yes. You can configure templates to acknowledge submissions, confirm COI requests, or provide next steps on quotes, while tasks are created in Creating and Requesting Quotes or other workflows.

Expert Inbox matches on sender, policy numbers, account names, and extracted entities, then attaches the message to the correct record in Policy Management; uncertain matches go to a review queue.

All threads and files are stored and versioned in Document Management with retention policies and a full audit trail.

Yes. It can hand off classified submissions to Expert Intake - AI Submission Processing and pass attachments to Expert Inspect - Intelligent Document Extraction for structured data capture.

Supervisors can review classifications, correct them, and feed that feedback into continuous model tuning. Reports highlight misroutes and allow quick rule or template updates.

We connect monitored mailboxes, map intents to queues and templates, and run a short validation cycle. Most teams go live quickly, and you can extend capabilities alongside other AI Solutions.
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