Insurance Agency Back-Office Support Across Puerto Rico

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

Start a Pilot Talk to Our Team

Whether you're a single-location agency or growing retail shop in Puerto Rico, Selectsys helps you scale operations without adding staff. Our team logs into your AMS360, Applied Epic, or custom CRM to handle daily servicing-from COIs and billing to FNOL and downloads.

Learn how Retail Agency BPO That Actually Works

What We Handle in Puerto Rico

Multi-line commercial and personal support

Submission intake and policy setup

Carrier downloads and eDoc tagging

Policy change processing

FNOL + endorsement workflows

Renewal quote prep and follow-up

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 Puerto Rico.

- S. Ali, Agency Principal in Puerto Rico

I never worry about billing errors anymore in Puerto Rico.

- S. Franklin, Accounting Lead in Puerto Rico

FNOLs, downloads, suspenses - they cover it all in Puerto Rico

- E. Johnson, Admin Lead in Puerto Rico

FAQ's

What about billing support?

We manage invoicing, reconciliation, and suspense resolution.

What reporting do I get?

We provide weekly task logs, SLAs, and productivity dashboards.

Do you issue COIs?

Yes. We issue, log, and send certificates in your AMS.

Explore Our Full Suite of Back-Office Solutions

We are apart of

SOC 2 Certified

Retail Agency Support (Catch-All) in Puerto Rico by ZIP Code

View all ZIP code service areas in Puerto Rico →

Need servicing help in another region? View Nationwide Coverage

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

Start a Free Pilot