Retail Insurance Agency Support in Shepherd, MT

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 Shepherd, MT 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 Shepherd

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

Super helpful during open enrollment and audit season in Shepherd.

- W. Zhang, Service Coordinator in Shepherd

My CSRs in Shepherd, Montana were drowning. Now they focus on clients.

- K. Singh, Ops Lead in Shepherd, Montana

They handle the daily grind so I can grow the agency in Shepherd.

- P. Banerjee, Owner in Shepherd

FAQ's

We provide weekly task logs, SLAs, and productivity dashboards.
Yes. We prep renewals and alert you for proactive outreach.
Yes. We start many pilots with backlog cleanup.

Explore Our Full Suite of Back-Office Solutions

We are apart of

SOC 2 Certified
Insure Tech NY

We also support agencies across Montana. See All Montana Location

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

Start a Free Pilot