Epic-Savvy Agent Support Across New York

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

Start a Pilot Talk to Our Team

Insurance agencies in New York 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 York’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 York 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

We trust Selectsys with carrier comms, quoting triggers, and follow-up.

- E. Davis, Service Coordinator in New York

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

- D. Ali, Renewal Lead in New York

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

- C. Nguyen, Account Exec in New York

FAQ's

Do you support Applied TAM or other platforms?

We specialize in Epic, but also support agencies transitioning from TAM or other systems.

Can I approve tasks before they go out?

Yes, you can define approval flows during setup.

Is there a long-term contract required?

No. We offer flexible agreements and a pilot month to start.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

Applied Epic Outsourcing in New York by ZIP Code

New York, 10001

New York, 10002

New York, 10003

New York, 10004

New York, 10005

New York, 10006

New York, 10007

New York, 10008

View all ZIP code service areas in New York →

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.

Start a Pilot See Workflow