Back-Office Support for Insurance Agencies in ZIP 12517, Copake Falls

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 Copake Falls, 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 12517

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

No more backlog in 12517. Everything just gets done.

- L. Torres, Agency Admin in ZIP 12517

We used the pilot in Copake Falls, New York - and never looked back.

- T. Kim, Partner in Copake Falls, New York

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

- C. Romero, Agency Lead in Copake Falls

FAQ's

Yes. SOC 2 aligned, MFA-enabled, IP-restricted logins.
We adapt to most systems with secure access and custom workflows.
Yes. We support multiple intake methods.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

Looking for broader agency support in Copake Falls, New York? Explore Copake Falls Agent Support

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

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