Applied Epic Back-Office Support in Heath, Massachusetts

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

Running an agency in Heath using Applied Epic? Let Selectsys lighten the load. Our trained insurance BPO teams operate directly inside your Epic system-handling endorsements, certificates, downloads, renewals, and more without the cost of new hires.

What We Do for Heath Agencies

COI generation

Midterm endorsements

Carrier downloads & sync

Renewal prep and bind support

Reconciliation and task follow-up

Epic-Specific Capabilities

Client & policy views in Epic

Suspense tracking, task queues, accounting workflows

Operates inside your Epic system

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

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

Client Reviews

Every agency should try a pilot. You’ll never go back.

- F. Joseph, Principal in Heath

We started with COIs and scaled to full servicing in just 30 days.

- C. Nguyen, Account Exec in Heath, Massachusetts

Their Epic knowledge is top-tier. They don’t need handholding.

- M. Wright, Admin Lead in Heath

FAQ's

Do you support commercial and personal lines?

Yes, our team supports both lines across most standard carriers.

How do I track what your team is doing?

We provide shared logs, dashboards, and regular reports.

Can you handle COIs and endorsements?

Absolutely. COIs, endorsements, renewals, and midterms are our most requested workflows.

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