AI Assist for Underwriting and Quoting

This article is part of a sponsored series by Selectsys.Underwriters and quoting teams spend hours reviewing guidelines, appetite charts, and exceptions.Selectsys AI Assist acts as an intelligent underwriting assistant inside RQB and Expert Insured (EI), using trained models on carrier and program rules to guide users in real time.

It tells the underwriter whether a risk fits appetite, flags missing information, and drafts checklist notes automatically.The result is faster quoting, consistent decisioning, and full audit trace.How AI Assist Works AI Assist connects to structured data from AI OCR and Submission Triage, then compares each risk against stored underwriting guidelines.

Core functions: Every recommendation is visible inside the workflow, keeping the underwriter in control while automating repetitive checks.Real-Time Assistance Inside RQB and EI This makes it a live underwriting assistant that works alongside human judgment.What It Checks AI Assist runs these checks instantly and presents the underwriter with a clear yes, no, or refer flag with supporting logic.

Interlooping with the Value Flywheel This links the intelligence layer of the Value Flywheel directly to execution.Key Benefits Use Cases Security and Control Measured Impact Start a Pilot Test AI Assist on your own guidelines and carrier programs.A scoped pilot can be deployed in 7 to 10 business days with live RQB and EI integration.

FAQs What is AI Assist?An underwriting assistant that reads guidelines and suggests risk fit, missing data, and next steps during quoting.How does it integrate with RQB and EI?It operates inside RQB and EI, showing guidance panels during quoting and recording results on the policy record.Does AI Assist replace underwriters?No.

It provides recommendations and notes; final decisions remain human.How fast can we test it?7 to 10 business days for a pilot using your own rule sets and carriers.Additional resources: [inline-ad-1]

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Publisher: Insurance Journal