Back-Office Support for Insurance Agencies in ZIP 14860, Lodi

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 Lodi, 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 14860

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

Someone hit the ‘easy’ button on servicing in 14860.

- J. Clark, Account Manager in ZIP 14860

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

- P. Banerjee, Owner in Lodi

I never worry about billing errors anymore in New York.

- S. Franklin, Accounting Lead in New York

FAQ's

Yes. We support multiple intake methods.
No. This is a trained insurance BPO team-not a generic VA.
Yes. One full workflow pilot-free, no contract.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

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

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

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