Retail Insurance Agency Support in Lee, MA

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

Start a Pilot Talk to Our Team

Selectsys supports retail agencies in Lee, MA 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 Lee

Certificate and endorsement workflows
Renewal prep and quote follow-up
Billing support and reconciliation
FNOL intake and documentation
Suspense resolution and reporting
Support for AMS360, Epic, Alice, Sagitta & 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

Onboarding was done in days - not weeks in Lee.

- F. Shah, Ops Manager in Lee

My CSRs in Lee, Massachusetts were drowning. Now they focus on clients.

- K. Singh, Ops Lead in Lee, Massachusetts

Super helpful during open enrollment and audit season in Lee.

- W. Zhang, Service Coordinator in Lee

FAQ's

Yes. We prep, track, and follow up on renewal quotes.
Yes. We start many pilots with backlog cleanup.
Yes. Start small and expand as needed.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

We also support agencies across Massachusetts. See All Massachusetts Location

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

Start a Free Pilot