Retail Insurance Agency Support in Oakfield, 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 Oakfield, 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 Oakfield

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

We used the pilot in Oakfield, New York - and never looked back.

- T. Kim, Partner in Oakfield, New York

We thought BPO was just for big firms in New York - glad we were wrong.

- V. Lewis, Agency Owner in New York

Super helpful during open enrollment and audit season in Oakfield.

- W. Zhang, Service Coordinator in Oakfield

FAQ's

Yes. Our support is flexible and scalable.
Yes. We process MTAs, cancellations, and reinstatements.
Yes. We log into your AMS with secure credentials and operate like in-house staff.

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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