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

Featured Capabilities

Document Management

Document Management

Ingests PDFs and images, applies OCR, and auto-indexes documents to the right account, policy, or claim.

Workflow and Task Management

Workflow and Task Management

Routes flagged fields and exceptions to queues with due dates and audit trails.

Policy Management

Policy Management

Maps extracted values to structured policy fields so data is immediately usable.

Policy Lifecycle Overview

Policy Lifecycle Overview

Feeds verified data into bind, endorse, and renewal steps without rekeying.

New Business and Renewals

New Business and Renewals

Prefills submissions from ACORDs and SOVs to accelerate underwriting.

Creating and Requesting Quotes

Creating and Requesting Quotes

Pushes normalized data to quote requests with carrier-specific requirements captured.

Claims Tracking

Claims Tracking

Extracts claim counts, loss totals, and dates from loss runs to update claim history.

Integrated Rating and Carrier Integration

Integrated Rating and Carrier Integration

Uses validated data to power rating and carrier submissions with fewer not-in-good-order errors.

Why Expert Inspect - Intelligent Document Extraction matters

Eliminates manual data entry from common insurance forms, freeing staff for underwriting and service.
Improves data quality with explainable validation rules and confidence scores.
Speeds quotes, binds, and renewals by delivering structured data directly into policy workflows.
Reduces rework by surfacing missing schedules or mismatched values before handoff.
Strengthens auditability with a clear trace from source document to every populated field.

Related Articles

How Expert Inspect automates ACORD and SOV extraction
What to evaluate in a platform for AI document extraction

Frequently Asked Questions

It extracts structured fields from ACORD forms, loss runs, SOVs, and schedules using OCR and layout-aware parsing, and can be extended to additional standardized templates as needed.

Fields that are missing, inconsistent, or below confidence thresholds are flagged with explainable checks and routed to review using Workflow and Task Management.

Validated values populate records in Policy Management, feed Claims Tracking when relevant, and the source files are stored in Document Management for full traceability.

Yes, extracted data prepopulates submission and renewal workflows in New Business and Renewals and drives quoting via Creating and Requesting Quotes and Integrated Rating and Carrier Integration.

Expert Intake - AI Submission Processing assembles submissions, Expert Inbox - Email Classification and Routing triages emails, and Expert Inspect extracts and validates the data within attached documents; they work best together under AI Solutions.

No, Inspect uses layout-aware parsing to recognize common ACORDs and industry formats without brittle templates, with optional mappings for carrier-specific variations.

Each field carries a confidence score and is checked across documents for consistency; low-confidence items trigger review tasks and user feedback continuously improves results.

Yes, extracted fields and documents respect your standard record permissions within Document Management, ensuring appropriate access and audit history.
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