Now live: P&C insurance accounting for MGAs and wholesalers, plus AAIS commercial lines platforms.

P&C Insurance Accounting AAIS Commercial Lines

Epic-Savvy Agent Support Across Montana

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

Start a Pilot Talk to Our Team

Insurance agencies in Montana rely on Applied Epic-but the real challenge is staying on top of tasks inside it. Selectsys provides skilled back-office teams trained on Epic workflows, compliance logic, and carrier protocols. Whether you’re in Montana’s urban hubs or suburban towns, we’ve got you covered.

What Our BPO Teams Handle

COIs, endorsements, cancellations
Billing, downloads, and reconciliations
Task queues, suspense items, accounting entries

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

Why Montana Agents Choose Selectsys:

We work inside your Epic system (not spreadsheets)
SLA-backed processing within 2-4 hours
Fully auditable workflows with QA oversight

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

Automation plus human review reduces avoidable surprises.

— Operations Administrator

Feels like an internal ops team, just more predictable.

— Office Manager

Tasks, documents, and notes in Epic are handled consistently.

— Account Executive

Suspense cleanup and documentation take less internal time.

— Administrator

FAQs

Yes, our team operates directly within your Epic system under your controls.
Absolutely. COIs, endorsements, renewals, and midterms are our most requested workflows.
Typical onboarding is under 7 business days including SOP setup and user creation.
No. We align with your existing Epic workflows and user roles.
Yes, many agencies begin with one process and scale over time.
All tasks are QA’d with audit trails logged inside Epic or your assigned tracker.
Yes, our team supports both lines across most standard carriers.
Yes, we manage suspense queues and help reconcile tasks and accounting issues.
No problem-our team can work across both platforms via secure protocols.
No. We offer flexible agreements and a pilot month to start.

Applied Epic Outsourcing in Montana by ZIP Code


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