Applied Epic Support That Scales With You

Outsource certificates, downloads, renewals, and more - no training, no ticket queues.

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Applied Epic is a powerful platform-but it doesn’t run itself. Selectsys provides trained back-office teams that work directly inside Epic, helping agents handle everything from downloads to COIs, endorsements, cancellations, and renewals-without hiring or retraining.

What We Handle

Certificate of Insurance (COI) generation
Policy downloads & reconciliation
Renewal prep & carrier communication
Endorsement processing & QA
Billing reconciliation & task completion

Epic-Specific Expertise

Navigating Applied Epic’s policy & client views
Task workflows, accounting, and suspense management
System-specific notes handling and follow-up tracking

Discover how Why Agencies Using Applied Epic Are Turning to Selectsys for Back-Office Help.

Need Applied Epic Back-Office Help?

We handle the grunt work so your staff can focus on clients. No ticket queues. No retraining.

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Execution You Can Trust

SLA-backed turnaround
Dual-layer QA
Operates inside your Epic instance (no ticket queues)

Learn how outsourcing back-office tasks can help agencies scale Applied Epic operations without overburdening your team.

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

Client Reviews

Epic is powerful, but Selectsys made it manageable.

- R. Hayes, Agency Principal

Every task is done inside our system. No more spreadsheet chaos.

- J. Thompson, Account Manager

Selectsys helped us finally clear our suspense queues. They work like our own staff.

- A. Patel, Operations Lead

We finally have consistent QA and turnaround for endorsements.

- S. Desai, Admin Lead

Renewals used to keep us up at night. Now they’re on autopilot.

- L. Kim, Service Team Lead

FAQ's

We provide shared logs, dashboards, and regular reports.
Yes, we reconcile downloads, tag policies, and clean up mismatches.
No. We align with your existing Epic workflows and user roles.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

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See how Applied Epic agencies are handling more work with fewer internal hires in our blog on operational help without headcount.

Let’s Handle Epic Tasks So You Don’t Have To

We handle the grunt work so your staff can focus on clients. No ticket queues. No retraining.

Start a Pilot See Workflow