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.

Learn how Retail Agency BPO That Actually Works

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

Even our bookkeeper in New York loves them.

- A. Green, Bookkeeping Lead in New York

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

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

They made our whole renewal process smoother in New York.

- R. Williams, Renewal Lead in New York

FAQ's

No. This is a trained insurance BPO team-not a generic VA.
Yes. We start many pilots with backlog cleanup.
We provide weekly task logs, SLAs, and productivity dashboards.

Explore Our Full Suite of Back-Office Solutions

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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