Back-Office Support for Insurance Agencies in ZIP 14769, Portland

Trained support teams for COIs, renewals, endorsements, downloads, and billing - inside your AMS, no extra portals.

Start a Pilot Talk to Our Team

Selectsys supports retail agencies in Portland, 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 14769

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

Best value-per-dollar vendor we’ve used in Portland, New York.

- S. Ali, Agency Principal in Portland, New York

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

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

FNOLs, downloads, suspenses - they cover it all in 14769

- E. Johnson, Admin Lead in ZIP 14769

FAQ's

Yes. One full workflow pilot-free, no contract.
No. We onboard using your SOPs-or help build them if needed.
Most tasks are completed same-day, within 2-4 business hours.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

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

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

Start a Free Pilot