Back-Office Support for Insurance Agencies in ZIP 13658, Lisbon

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 Lisbon, 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 13658

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 Lisbon, New York - and never looked back.

- T. Kim, Partner in Lisbon, New York

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

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

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

- W. Zhang, Service Coordinator in New York

FAQ's

Yes. We support multiple intake methods.
Yes. We process MTAs, cancellations, and reinstatements.
We support retail agents, regional agencies, and startups with full back-office operations.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

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

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

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