Retail Insurance Agency Support in Katonah, NY

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 Katonah, 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 Katonah

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 Katonah.

- F. Shah, Ops Manager in Katonah

My CSRs in Katonah, New York were drowning. Now they focus on clients.

- K. Singh, Ops Lead in Katonah, New York

No more backlog in Katonah. Everything just gets done.

- L. Torres, Agency Admin in Katonah

FAQ's

Yes. We start many pilots with backlog cleanup.
Yes. We process MTAs, cancellations, and reinstatements.
We adapt to most systems with secure access and custom workflows.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

We also support agencies across New York. See All New York Location

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

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