Back-Office Support for Retail Insurance Agencies

Trained support teams for COIs, renewals, endorsements, downloads, and billing - inside your AMS, no extra portals.

Running a growing insurance agency means managing more than just quoting and binding. From COIs and downloads to renewals and billing, operational tasks eat up your team’s time.

Selectsys provides retail agents with a full-service back-office team that works directly inside your AMS or CRM-no ticketing portals or extra software. Whether you're using AMS360, Applied Epic, Expert Insured, Sagitta, Alice, or a homegrown system, our team handles the busywork so you can focus on clients and production.

Learn how Retail Agency BPO That Actually Works

What We Handle

  • Certificate of Insurance (COI) processing
  • Endorsements and midterm changes
  • Carrier downloads and reconciliation
  • FNOL logging and status updates
  • Audit and inspection scheduling
  • Renewal prep, quoting, and follow-ups
  • Invoicing, accounting, and suspense cleanup
  • Submission intake and policy setup
  • Certificate of Insurance (COI) processing
  • Endorsements and midterm changes
  • Carrier downloads and reconciliation
  • FNOL logging and status updates
  • Audit and inspection scheduling
  • Renewal prep, quoting, and follow-ups
  • Invoicing, accounting, and suspense cleanup
  • Submission intake and policy setup

Free Up Your Team to Focus on Growth

Let us handle the busywork - directly inside your AMS.

Retail Insurance Agencies: Outsource Smarter, Not Harder

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

Perfect for agencies under 20 people.

- H. Murphy, Agency Admin

Our producers sell more. Our ops team breathes easier.

- N. Davis, Service Lead

They’re like extra staff-but way more efficient.

- J. Thomas, Systems Admin

COIs go out in hours, not days.

- M. Chen, Office Manager

We needed help but couldn’t afford to hire. Selectsys changed the game.

- R. Patel, Ops Lead

FAQ's

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Retail Agency Support (Catch-All) By Location

Let us plug into your system and handle one workflow - free, no commitment.

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