Insurance Agency Back-Office Support Across New York

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

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Whether you're a single-location agency or growing retail shop in New York, Selectsys helps you scale operations without adding staff. Our team logs into your AMS360, Applied Epic, or custom CRM to handle daily servicing-from COIs and billing to FNOL and downloads.

Learn how Retail Agency BPO That Actually Works

What We Handle in New York

Multi-line commercial and personal support

Submission intake and policy setup

Carrier downloads and eDoc tagging

Policy change processing

FNOL + endorsement workflows

Renewal quote prep and follow-up

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

CSRs focus on clients while routine tasks move forward reliably.

— Operations Lead

Onboarding was quick and did not disrupt the team.

— Service Lead

Best value add to our operations stack in years.

— Agency Principal

Producers sell; servicing stays organized and documented.

— Agency Owner

FAQ's

Do you offer a free trial?

Yes. One full workflow pilot-free, no contract.

Can you scale up during peak seasons?

Yes. Our support is flexible and scalable.

Do you support personal lines?

Yes. We handle personal and commercial lines.

Explore Our Full Suite of Back-Office Solutions

We are apart of

SOC 2 Certified

Retail Agency Support (Catch-All) 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 →

Need servicing help in another region? View Nationwide Coverage

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

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