Back-Office Support for Insurance Agencies in ZIP 34470, Ocala

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

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Selectsys supports retail agencies in Ocala, FL with full-service back-office teams. We plug into your AMS to handle COIs, endorsements, downloads, and renewals-so your producers can focus on writing business.

Learn how Retail Agency BPO That Actually Works

What We Handle in ZIP 34470

Submission cleanup and document routing
Carrier download management
FNOL, endorsements, and reinstatements
Certificate delivery and renewal tracking
Invoicing, billing, and audit prep
Integrated support for Epic, AMS360, Expert Insured & more

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

Retail Insurance Agencies: Outsource Smarter, Not Harder

Client Reviews

I love having task reports I don’t have to chase down in Ocala.

- C. Romero, Agency Lead in Ocala

We thought BPO was just for big firms in Florida - glad we were wrong.

- V. Lewis, Agency Owner in Florida

We used the pilot in Ocala, Florida - and never looked back.

- T. Kim, Partner in Ocala, Florida

FAQ's

Yes. We process MTAs, cancellations, and reinstatements.
Yes. We log into your AMS with secure credentials and operate like in-house staff.
Yes. SOC 2 aligned, MFA-enabled, IP-restricted logins.

Explore Our Full Suite of Back-Office Solutions

We are apart of

SOC 2 Certified
Insure Tech NY

Looking for broader agency support in Ocala, Florida? Explore Ocala Agent Support

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

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