Latest Automation Optimization Headlines

All the headlines from our Automation Optimization Topic Page, ordered by recency.

AI + Human BPO: The New Model for Insurance Process Automation

Nov 26 2025 // In insurance, automation has long been viewed as an “either/or” scenario-either a task is handled by AI, or it’s assigned to a BPO team. That’s no longer the case.Today’s most successful MGAs,...

API Quoting vs Email-Based Intake – When to Automate, When to Route

Nov 10 2025 // In 2025, MGAs and carriers aren’t debating whether to automate – they’re debating where. Should submissions be routed through email and OCR triage? Or pushed through a full-blown API quoting experience?This...

Automating Rate, Quote, and Bind Workflows with RQB

Oct 7 2025 // In an environment where underwriting teams are overwhelmed, agents are impatient, and carriers demand compliance, automating your rate, quote, and bind workflows isn’t a luxury-it’s a growth strategy.This blog...

How to Optimize Your Agency Operations with an AMS: A Step-by-Step Guide

Sep 9 2025 // Whether you’re an MGA, wholesaler, or carrier, your insurance operation depends on speed, accuracy, and compliance. But when workflows are manual, disconnected, or undocumented, things fall through the cracks....

Lawmakers, Unions Oppose Railroad Plan to Automate Track Safety Inspections

Aug 26 2025 // A U.S. railroad industry plan to rely more heavily on technology instead of humans to conduct routine track safety inspections has drawn a backlash from labor groups and lawmakers who voiced worry that automated...

How SIU Is Saving Over 1,000 Hours a Year by Automating Their Inbox

Aug 5 2025 // This post is part of a series sponsored by Expert Insured.Southern Insurance Underwriters (SIU) handles a high volume of emails every day – from submissions and endorsements to cancellations and quote requests. For a...

Viewpoint: US Life Reinsurance Driven by Insurers Seeking Growth, Capital Optimization

Jul 16 2025 // Strategic partnerships between re/insurers and alternative investment managers, the use of offshore platforms, and a fourth consecutive record year of annuity sales led to continued reinsurance growth in the U.S. in...

Say Goodbye to Manual Contract Requests: The Future of Life & Annuities Is Automated

Apr 22 2025 // This post is part of a series sponsored by AgentSync.In the complex and ever-evolving world of life and annuity (L&A) compliance, efficiency isn’t a luxury, it’s a critical factor in an organization’s...

Georgia Lawmakers Push to Ban Automated Speeding-Ticket Cameras

Mar 6 2025 // (AP) — Outside Beacon Hill Middle School in the Atlanta suburb of Decatur, like along hundreds of roadsides across Georgia, the unblinking eye of a camera tickets drivers who speed through a school zone.Supporters say...

AI-Assisted BPO: Transforming Submission Automation and RQB for Insurers

Feb 18 2025 // This post is part of a series sponsored by Selectsys.In today’s fast-paced insurance landscape, AI-assisted BPO is redefining operational efficiency, combining human expertise with AI-driven automation to enhance...

A Steady Transformation to Drive Profitability: Optimizing Underwriting Insurance Inspection Workflows

Feb 4 2025 // This post is part of a series sponsored by CoreLogic.An insurance organization is composed of so many little pieces — a multitude of workflows that come together to form a cohesive operation. And it all starts with...

Insurtech Qumis Raises $2.2M to Automate Policy Reviews With AI

Jan 30 2025 // Qumis, a lawyer-built AI-driven platform designed to transform insurance knowledge work, announced the close of an oversubscribed $2.2 million pre-seed funding round.The round was led by Armory Square Ventures with...

Is Your Distribution Channel Management Strategy Optimized for Medicare Open Enrollment?

Dec 11 2024 // This post is part of a series sponsored by AgentSync.‘Tis the season! The Medicare open enrollment season, that is. It’s time again for Medicare beneficiaries to find the Medicare Advantage plan best suited to...

Digital Transformation in Insurance Marketing: How to Leverage Technology to Drive Growth and Engagement

Nov 4 2024 // The insurance industry has historically been slow to adopt new technologies – often relying on traditional outreach, marketing and client management methods. However, digital transformation has taken hold across the...

Optimizing Policy Renewal and Retention with Selectsys BPO Services: Strategies for Insurance Success

Oct 25 2024 // This post is part of a series sponsored by Selectsys.In the highly competitive insurance industry, the policy lifecycle doesn’t end with the initial sale. Instead, the renewal and retention phases are critical...

Revolutionizing Submission Automation for MGAs and Wholesalers with AI-Powered Technology: From Email Intake to Quoting in Minutes

Oct 17 2024 // This post is part of a series sponsored by Selectsys.In the fast-paced insurance industry, MGAs and wholesalers are constantly challenged with managing large volumes of submissions from agents. Typically, gatekeepers spend...

How Automation Enhances Insurance Operations

Oct 8 2024 // This post is part of a series sponsored by Selectsys.In today’s competitive insurance market, operational efficiency and accuracy are essential for success. Managing General Agents (MGAs), wholesalers, and carriers...

Optimizing Policy Renewal and Retention with Selectsys BPO Services: Strategies for Insurance Success

Oct 2 2024 // This post is part of a series sponsored by Selectsys.In the highly competitive insurance industry, the policy lifecycle doesn’t end with the initial sale. Instead, the renewal and retention phases are critical...

Leveraging Automation in BPO to Drive Insurance Efficiency and Innovation

Sep 30 2024 // This post is part of a series sponsored by Selectsys.The insurance industry is undergoing significant transformation, driven by the adoption of automation in Business Process Outsourcing (BPO). By integrating technologies...

Getting to the Heart of Hail: How Forensic Data Optimizes Hail Claim Verification

Sep 24 2024 // This post is part of a series sponsored by CoreLogic.In the summer of 2023, there were several hailstorms in the Minneapolis area that each caused more than a billion dollars in damage. The Minneapolis area wasn’t...