Back-Office Support for Insurance Agencies in ZIP 12572, Rhinebeck

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 Rhinebeck, 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 12572

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

I never worry about billing errors anymore in New York.

- S. Franklin, Accounting Lead in New York

Super helpful during open enrollment and audit season in New York.

- W. Zhang, Service Coordinator in New York

Someone hit the ‘easy’ button on servicing in 12572.

- J. Clark, Account Manager in ZIP 12572

FAQ's

Yes. We log into your AMS with secure credentials and operate like in-house staff.
Yes. We prep renewals and alert you for proactive outreach.
Yes. Start small and expand as needed.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

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

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

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