Retail Insurance Agency Support in Putnam Station, NY

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 Putnam Station, 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 Putnam Station

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

FNOLs, downloads, suspenses - they cover it all in Putnam Station

- E. Johnson, Admin Lead in Putnam Station

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

- T. Kim, Partner in Putnam Station, New York

Someone hit the ‘easy’ button on servicing in Putnam Station.

- J. Clark, Account Manager in Putnam Station

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 handle personal and commercial lines.

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.

Start a Free Pilot