Back-Office Support for Insurance Agencies in ZIP 5262, Shaftsbury

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 Shaftsbury, VT 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 5262

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 Vermont.

- S. Franklin, Accounting Lead in Vermont

Super helpful during open enrollment and audit season in Vermont.

- W. Zhang, Service Coordinator in Vermont

We used the pilot in Shaftsbury, Vermont - and never looked back.

- T. Kim, Partner in Shaftsbury, Vermont

FAQ's

AMS360, Applied Epic, Expert Insured, Alice, Sagitta, and custom CRMs.
Yes. We handle personal and commercial lines.
Yes. We prep, track, and follow up on renewal quotes.

Explore Our Full Suite of Back-Office Solutions

We are apart of

SOC 2 Certified
Insure Tech NY

Looking for broader agency support in Shaftsbury, Vermont? Explore Shaftsbury Agent Support

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

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