How We Help Retail Agencies Using AMS360 Handle the Back Office
Retail insurance agencies face the same problem every year: rising service volumes, shrinking staff bandwidth, and no time to hire or train. COIs, downloads, renewals, audits – they pile up fast.
If you’re using AMS360 and struggling to keep up, this blog explains how Selectsys embeds trained staff into your existing workflows – without the need for new tools, portals, or offloading visibility.
What Retail Agencies Struggle With
- COIs: Late certificates frustrate clients and producers
- Endorsements: Mid-term changes often get bottlenecked
- Carrier Downloads: Files pile up with no one matching
- Renewals: Term updates and quote reminders fall through the cracks
- FNOL Intake: No consistent process for claim initiation
What We Handle Inside AMS360
| Workflow | What Selectsys Does |
|---|---|
| COI Processing | Intake, validate, generate, deliver, archive |
| Endorsements | Enter changes, apply forms, send to insured/carrier |
| Downloads | Match files, tag policies, update AMS entries |
| Renewals | Set reminders, tag accounts, prep quotes |
| FNOL Logging | Log claims, upload docs, notify producers/carriers |
| Accounting Support | Follow-ups, collections, reconciliation |
No external portals. No back-and-forth spreadsheets. All done inside AMS360.
Test Case: 3-Person Agency, 2,000+ Policies
A commercial lines agency in New Jersey was:
- 4 weeks behind on endorsements
- Sending COIs manually, often delayed by 2+ days
- Matching downloads only once/week
After onboarding Selectsys:
- COIs processed same day with audit trail
- Endorsements completed within 2–3 hours
- Download backlog cleared and tagged daily
- Renewals prepped and flagged automatically
SLA compliance jumped. CSR stress dropped. Revenue grew.
FAQs
Do I need to change my AMS360 workflow?
No. We operate directly inside your system – using your logins and your existing processes.
Can I start with just COIs or one task?
Yes. Most agencies begin with COIs or downloads and expand based on results.
How do you access my system securely?
We use IP-restricted logins, MFA, and access control roles you define.
What if I already use VAs?
Selectsys teams are insurance-trained and audit-tracked – not generic assistants.
Will I see what gets done?
Yes. You get daily logs and access to workflow dashboards.
Your AMS360 Can Do More – If You Have the Right Hands on the Keyboard.
Let Selectsys power your back office with trained insurance staff embedded in your platform.
