Renewals and Endorsements Without Backlogs
Why Renewal Season Still Breaks Most Insurance Operations
Every MGA and carrier dreads renewal season. Spreadsheets multiply, inboxes overflow, and endorsements pile up waiting for signatures or carrier responses.
The backlog builds quietly until service levels collapse. That’s the cost of fragmented processes and external ticket portals.
Selectsys BPO removes that bottleneck completely.
Our AI-powered operations handle renewals, mid-term changes, and reinstatements directly inside your AMS or policy system, so every action, document, and note lives in one place. No queues, no spreadsheets, no delays.
AI Automation Turns Renewals Into a Continuous Process
Renewals shouldn’t be a yearly scramble. They should trigger automatically.
Selectsys Tech enables continuous renewal cycles through AI-driven triggers:
- Auto-scheduling: Renewal tasks generate 90 days before expiration.
- Prefill logic: Prior policy data, coverages, and limits load automatically.
- Loss-run requests: System issues and tracks follow-ups until received.
- Quote prep: Renewal quotes build themselves using prior year factors.
- Producer notifications: Alerts go out for remarketing or approval.
Instead of one big seasonal surge, renewals flow daily and predictably.
Endorsements That Never Wait in Line
Mid-term changes, address updates, coverage increases, certificate revisions, make up nearly half of all service volume. Most agencies still queue them manually.
Selectsys BPO automates the entire endorsement workflow:
- AI reads inbound requests and categorizes type and urgency.
- Tasks create automatically in AMS with correct policy linkage.
- Assigned specialists process and document changes within hours.
- Dual QA validates accuracy before marking complete.
The result: sub-4-hour SLAs on standard endorsements and complete audit visibility.
How Embedded Execution Prevents Backlogs
Because Selectsys works directly inside AMS360, Applied Epic, Expert Insured, and RQB:
- Every renewal or endorsement is timestamped and visible.
- SLA dashboards update instantly.
- Carrier and client correspondence attaches automatically.
- No extra logins, exports, or reconciliation.
Workload spikes flatten out. Managers can reassign capacity instantly using live metrics.
See the foundation of this delivery model in AI-Powered Insurance BPO: Execution Inside AMS, Not Portals.
Renewal Prep Checklist Built Into the Workflow
RQB + Selectsys standardizes the renewal process:
- Policy expiration notice created automatically.
- Loss runs requested and tracked.
- Prior year quote data prefilled.
- Coverage and limit review task issued to underwriter.
- Renewal proposal generated and sent for bind approval.
Every step logs completion time and responsible user, creating a complete audit trail.
Carrier and Client Visibility
Carriers see structured data rather than emailed attachments. Clients receive renewal confirmations and endorsement updates directly from the AMS. That transparency builds confidence and cuts down on support calls.
Renewals and Endorsements by the Numbers
Typical results within the first 90 days of Selectsys implementation:
- 80 % reduction in pending renewals older than 7 days.
- 4-hour turnaround on standard endorsements.
- Zero missed renewal notices with AI scheduling.
- 100 % audit visibility for carrier reviews.
Automation turns renewals from a crisis into a competitive advantage.
Implementation Timeline
| Phase | Duration | Deliverable |
|---|---|---|
| Renewal Workflow Mapping | 1 week | Policy trigger and task matrix |
| AI Rule Setup | 1 week | Renewal and endorsement automation |
| QA Framework Alignment | 1 week | Dual validation setup |
| Go Live | 1 week | Full AMS integration with SLA tracking |
By week four, your team sees renewals and mid-term changes flow automatically without queue buildup.
Business Impact
- 50 % shorter renewal cycle time.
- 60 % less manual follow-up.
- 24×7 execution via global AI BPO coverage.
- Improved client retention from consistent service.
When renewals and endorsements move predictably, operations become scalable.
Renewal cadence lives as its own node in the Operating Model, not an afterthought.
Get Started
Don’t wait for next renewal season to fix the backlog. Let Selectsys BPO automate the entire cycle today, inside your AMS, not outside it.
Request a Demo or Start a Pilot to see automated renewal and endorsement processing in action.
Frequently Asked Questions
Can Selectsys handle both commercial and personal lines renewals?
Yes, our AI rules adjust automatically by line of business.
Do you support multi-carrier renewals?
Yes. RQB integration handles multi-carrier quotes in one workflow.
How are endorsements prioritized?
AI classification assigns urgency based on type and policy impact.
Can we see live renewal SLA status?
Yes, dashboards show real-time progress inside AMS.
Do you manage communication with producers and clients?
Yes, notifications and confirmations send automatically within the system.
