Back-Office Support for Insurance Agents Using AMS360, Epic & More

Trained BPO teams that handle COIs, endorsements, downloads, renewals, and more - inside your system.

Independent agents and small agencies are drowning in admin - COIs, endorsements, carrier downloads, cancellations, and audits. Selectsys provides trained back-office support embedded inside your system (AMS360, Epic, or custom tools), so you can focus on selling while we handle the service.

No virtual assistants. No outsourcing black holes. Just insurance-trained staff doing the work right - in your system, under your control.

End-to-End Policy Servicing for Insurance Agents

Workflow Description
COI Processing Intake, validate, generate, send - inside AMS or CRM
Endorsements Mid-term changes, entry, confirmation, form delivery
Downloads Carrier portal to AMS matching, tagging, reconciliation
Claims Intake FNOL logging, status tracking, loss run processing
Renewals Reminder setup, quote prep, term updates, issuance follow-up
Cancellations & Reinstatements Request processing, NOC/NOR updates, compliance tracking
Audit Prep Schedule management, form gathering, QA
Accounting Tasks Premium follow-ups, past-due logs, collections tracking

Who We Support

Retail agencies with 1-20 employees
Producers using AMS360 or Applied Epic
Small agencies scaling without hiring
Startups needing short-term operational help
Agencies drowning in service tasks (COIs, downloads, renewals)

How It Works

Onboard

We set up SOPs and logins into your system

Assign Work

You assign via email, AMS queues, or shared tracker

We Execute

Our trained staff work inside your platform, fully auditable

You Review

You get daily logs or access real-time task dashboards

Tech Expertise

We support all major agency platforms:

AMS360
Applied Epic
Custom CRMs / portals (via secure access)

Not sure where to start? Read our guide on what to offload first in an Insurance BPO partnership to help independent agents prioritize impact

Why Teams Choose Selectsys

  • 100% insurance trained team not general virtual assistants
  • Fast turnaround with most tasks completed within hours
  • Works directly in your AMS with no portals or spreadsheets
  • Scalable support with flat rate pricing not hourly
  • Easy onboarding with first month free and no commitment
  • Built for agents so you can focus on servicing and selling

Top 5 Insurance Workflows Agencies Are Outsourcing Today - and Why It Works.

Client Reviews

Fast, accurate, and inside our AMS360. Game changer for our renewal ops.

- Susan D., Commercial Lines CSR

We had a 3-day COI backlog - they cleared it in one afternoon.

- Tom B., Office Manager, Independent Agency

Their team works so seamlessly in our system - it feels like they’re right down the hall.

- Angela F., Personal Lines Lead

Honestly? I was skeptical. Now I can’t imagine running this office without them.

- Mike C., Agency Principal

Selectsys handles our endorsements better than our in-house team ever did.

- Erica R., Account Manager, P&C Agency

FAQ's

Explore Our Full Suite of Back-Office Solutions

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General Agent Outsourcing By Location

Outsource Your Service Work - Without Losing Control

From COIs to renewals, let us handle the service load while you focus on growth.