Back-Office Support for Insurance Agencies in ZIP 13324, Cold Brook

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 Cold Brook, NY 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 13324

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

We used the pilot in Cold Brook, New York - and never looked back.

- T. Kim, Partner in Cold Brook, New York

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

- P. Banerjee, Owner in Cold Brook

Super helpful during open enrollment and audit season in New York.

- W. Zhang, Service Coordinator in New York

FAQ's

AMS360, Applied Epic, Expert Insured, Alice, Sagitta, and custom CRMs.
Yes. One full workflow pilot-free, no contract.
Yes. Our support is flexible and scalable.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

Looking for broader agency support in Cold Brook, New York? Explore Cold Brook Agent Support

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

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