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

Featured Capabilities

Document Management

Document Management

Automatically captures emails and attachments, indexes them to the account, and maintains a complete audit trail.

Workflow and Task Management

Workflow and Task Management

Routes cleared submissions to the right team with SLA-driven tasks created automatically.

New Business and Renewals

New Business and Renewals

Creates structured submissions, de-duplicates accounts, and kickstarts clearance and triage.

Creating and Requesting Quotes

Creating and Requesting Quotes

Pre-populates quote requests with extracted risk data to reduce rekeying.

Integrated Rating and Carrier Integration

Integrated Rating and Carrier Integration

Feeds normalized fields into rating and carrier portals to speed bindable quotes.

Policy Lifecycle Overview

Policy Lifecycle Overview

Keeps intake aligned with downstream policy milestones for clean handoffs.

Why Expert Intake - AI Submission Processing matters

Reduces manual entry by extracting fields and building accurate submission records.
Improves speed to quote with instant clearance, routing, and task creation.
Prevents duplicates and E&O exposure by matching to the correct account and attaching documents.
Standardizes intake data so underwriting and rating can start immediately.
Fits naturally within Expert Insured workflows and our insurance operations platform.

Related Articles

How AI submission processing accelerates MGA intake
What to look for in a platform when you need automated submission intake

Frequently Asked Questions

Expert Intake uses AI to read inbound submission emails and attachments, extract key fields, create structured submission records, de-duplicate and clear accounts, and route work to the right team so quoting can start faster. See how it fits alongside our other AI Solutions.

Expert Intake works with our Expert Inbox - Email Classification and Routing to detect submission intent, identify the account, and route items to the correct queue with required documents attached.

The service recognizes common submission documents and pulls insured details, lines of business, locations, exposures, and other key values. For deeper form and schedule parsing, it pairs with Expert Inspect - Intelligent Document Extraction.

Incoming items are matched against existing accounts and open submissions using configurable rules; if a new account is warranted, one is created and documented. Clearance is logged within New Business and Renewals.

Yes. Based on routing rules and SLA targets, it creates tasks, assigns owners, and sets due dates in Workflow and Task Management.

Normalized fields populate quote requests and rating inputs automatically, reducing rekeying in Creating and Requesting Quotes and pushing data through Integrated Rating and Carrier Integration.

Exceptions are surfaced as tasks and all source documents remain linked in Document Management, so reviewers can compare extracted fields to originals and correct quickly.

All intake artifacts and fields remain part of the client and policy record in Policy Management, ensuring a single system of record from submission through the full lifecycle.
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