Back-Office Insurance Agent Support in Montello, Wisconsin

Trained BPO teams that handle COIs, endorsements, downloads, renewals, and more — inside your system.

Agencies in Montello are under pressure to service policies quickly and stay compliant - without overhiring. Selectsys provides trained support teams that work directly inside your AMS (AMS360, Epic, Alice, Sagitta, Expert Insured, MGA systems). You assign the task - we get it done fast and right.

Not sure where to start? Read our guide on what to offload first in an Insurance BPO partnership to help independent agents prioritize impact

Why Montello Agencies Trust Selectsys

2–4 hour turnaround on COIs and endorsements
Familiar with Wisconsin carrier workflows and compliance
Fully embedded inside your AMS - not external tools
Supports Applied Epic, AMS360, Alice, MGA systems & 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

Client Reviews

Our agents in Montello, Wisconsin now focus on selling - Selectsys handles the service side.

- Mike C., Agency Owner in Montello, Wisconsin

COIs used to take a day. Now they’re done in hours. That’s Montello efficiency.

- Priya K., Client Services Rep in Montello

Applied Epic, AMS360 - whatever system we use, they plug in perfectly.

- Susan D., Ops Manager in Wisconsin

FAQ's

How soon can you go live?

Typical pilot setups go live in 7–10 business days with SOP documentation and login provisioning.

Is there a long-term contract?

No. You can cancel anytime with 30 days' notice. Most clients stay with us for years.

What is insurance agent support?

Agent support means outsourcing daily service tasks like COIs, endorsements, renewals, and downloads to trained professionals who work inside your AMS.