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

Southern Insurance Underwriters (SIU) handles a high volume of emails every day – from submissions and endorsements to cancellations and quote requests. For a long time, those emails were sorted manually by the team, one by one. It worked, but it was slow, repetitive, and a drain on everyone’s time.

That’s why SIU decided to bring in Expert Insured’s AI Gatekeeping solution – Expert Inbox – a tool that helps automate email intake and get work to the right people faster. The results? Over 1,000 hours saved per year and a major step forward in how their business operates.

What Was the Problem?

Like many MGAs and wholesalers, SIU was dealing with shared inboxes full of important messages. Every email had to be read, categorized, and forwarded to the right person. It wasn’t unusual for messages to get missed, delayed, or handled more than once. And all of that manual work was taking time away from higher-value tasks like underwriting and responding to brokers.

What Did They Do?

SIU partnered with Expert Insured to implement Expert Inbox – a smart tool that helps manage email intake automatically (i.e., AI Gatekeeping). Instead of relying on people to sort everything, the AI reads each message and does the heavy lifting:

  • It figures out what type of email it is – submission, endorsement, cancellation, or something else
  • It pulls out key details like policy numbers, names, and dates
  • It sends the email to the right person or team instantly
  • It flags duplicates so nothing gets processed twice
  • And it helps make sure urgent messages (like new submissions) get handled right away

What Happened Next?

With AI doing the sorting, SIU has saved over 1,000 hours each year that used to be spent just managing the inbox. Tasks get processed faster, brokers get quicker responses, and underwriters have more time to do what they do best.

Even better – this was just the first step. SIU is now working on adding more automation to help with quoting, servicing, and other areas of the business.

If your team is spending too much time sorting emails, we can help you change that.
Contact us today or visit expertinsured.com to learn more.