Back-Office Support for Insurance Agencies in ZIP 12464, Phoenicia

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 Phoenicia, 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 12464

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

Onboarding was done in days - not weeks in 12464.

- F. Shah, Ops Manager in ZIP 12464

Even our bookkeeper in New York loves them.

- A. Green, Bookkeeping Lead in New York

Someone hit the ‘easy’ button on servicing in 12464.

- J. Clark, Account Manager in ZIP 12464

FAQ's

AMS360, Applied Epic, Expert Insured, Alice, Sagitta, and custom CRMs.
Yes. We support multiple intake methods.
Yes. We prep, track, and follow up on renewal quotes.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

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

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

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