Back-Office Support for Insurance Agencies in ZIP 12561, New Paltz

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 New Paltz, 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.

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What We Handle in ZIP 12561

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 New Paltz, New York - and never looked back.

- T. Kim, Partner in New Paltz, New York

Onboarding was done in days - not weeks in 12561.

- F. Shah, Ops Manager in ZIP 12561

No more backlog in 12561. Everything just gets done.

- L. Torres, Agency Admin in ZIP 12561

FAQ's

Yes. We prep, track, and follow up on renewal quotes.
Most tasks are completed same-day, within 2–4 business hours.
Yes. We support multiple intake methods.

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SOC 2 Certified

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

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

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