Retail Insurance Agency Support in Caledonia, WI

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 Caledonia, WI 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 Caledonia

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 Caledonia

- E. Johnson, Admin Lead in Caledonia

No more backlog in Caledonia. Everything just gets done.

- L. Torres, Agency Admin in Caledonia

Onboarding was done in days - not weeks in Caledonia.

- F. Shah, Ops Manager in Caledonia

FAQ's

We manage invoicing, reconciliation, and suspense resolution.
We adapt to most systems with secure access and custom workflows.
Yes. One full workflow pilot-free, no contract.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

We also support agencies across Wisconsin. See All Wisconsin Location

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

Start a Free Pilot