Epic-Savvy Agent Support Across New Mexico

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

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Insurance agencies in New Mexico 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 New Mexico’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 New Mexico 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

TWe hit our retention KPIs for the first time with Selectsys support.

- D. Ali, Renewal Lead in New Mexico

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

- F. Joseph, Principal in New Mexico

They don’t just do the work—they document everything too.

- A. Shah, Systems Coordinator in New Mexico

FAQ's

Can I approve tasks before they go out?

Yes, you can define approval flows during setup.

Do you work inside our Applied Epic instance?

Yes, our team operates directly within your Epic system under your controls.

How do I track what your team is doing?

We provide shared logs, dashboards, and regular reports.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

Applied Epic Outsourcing in New Mexico by ZIP Code

Algodones, 87001

Bernalillo, 87004

Bluewater, 87005

Casa Blanca, 87007

Cedar Crest, 87008

Cedarvale, 87009

View all ZIP code service areas in New Mexico →

Scale your agency without expanding your payroll. View Nationwide Coverage

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

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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