How to Replace ResourcePro or Patra with a Modern Insurance BPO
Still working with ResourcePro or Patra? You’re not alone.
They’ve been the go-to for years-but times have changed. MGAs and carriers now need speed, automation, and systems-level visibility. Today’s BPO can’t just do tasks-it has to integrate, automate, and scale.
Here’s how Selectsys replaces traditional vendors with a smarter, faster, more integrated insurance ops model.
1. Why Firms Replace Legacy BPOs
| Problem | Legacy BPO Model | Modern BPO (Selectsys) |
| Task intake | Manual queues | AI classification (GPT) |
| Platform compatibility | Spreadsheet-driven | AMS-integrated (Epic, AMS360, EI) |
| TAT + SLAs | Timezone-bound | 24/7 global execution |
| Audit/compliance | Basic tracking | System-level logs + AI QA |
| Cost | Headcount-based pricing | Automation-driven (30–40% less) |
2. Use Case: Certificate Desk Replacement
Traditional flow (ResourcePro/Patra):
- CSR sends COI request to queue
- BPO logs it, locates policy, issues COI, responds manually
- SLA = 24–48 hours
Selectsys flow:
- AI reads inbox
- Flags as COI
- Ties to policy in AMS
- Task auto-created or auto-issued
- SLA = 1–2 hours max
- COI is issued, logged, and archived inside your system
- Same-day turnaround
- No handoffs
- Built-in audit trail
3. AMS360 / Epic / MGA System Integration
Most legacy vendors operate outside your system.
Selectsys operates inside:
- AMS360
- Applied Epic
- Vertafore MGA Systems
- Expert Insured (EI)
- RQB or your quoting engine
You don’t send us a spreadsheet-we log in and work like your internal team.
4. What About Endorsements, Renewals, or FNOL?
We handle it all-automated or manually, based on complexity:
| Task Type | Selectsys Approach |
| Endorsements | Email → AI tag → BPO process |
| Renewals | Date trigger → Quote prep → Notify broker |
| FNOL Intake | AI OCR + GPT → Queue route |
| Audits | Document classification → Follow-up + reconcile |
| Cancellations/NORs | Email flag → AMS update + communication log |
5. Migration: What It Takes to Switch
Step 1: We map current workflows (or pull from SOPs if available)
Step 2: Run parallel for 30 days (Selectsys handles 1–2 tasks first)
Step 3: Document and optimize (reduce touches, automate where possible)
Step 4: Fully transition COI, endorsement, or renewal queues to Selectsys
Still using ResourcePro or Patra? You can do better.
Get a 30-day pilot. Try COIs, downloads, or FNOL routing with Selectsys.
FAQ
Will you work in our AMS or your own?
We work inside your AMS360, Applied Epic, or MGA system. You retain full control and visibility.
What makes Selectsys different?
We’re the only full-stack ops platform: BPO + AI + AMS + quoting—tied together and 24/7.
How long does it take to replace our BPO vendor?
Most teams pilot within 2 weeks and fully transition core workflows in 30–60 days.
Compare Selectsys vs Everyone in one full-stack ops stack breakdown.
