Why Certificate Processing Slows Most Agencies Down (And How to Fix It)
For many insurance agencies, certificates of insurance are a necessary but time-consuming task. When turnaround times stretch from hours to days, operations suffer—and so do client relationships.
At Selectsys, we provide a fully managed certificate processing workflow that clears backlogs, improves consistency, and frees your internal team to focus on growth—not admin.
Common COI Challenges:
- Inconsistent formats or missing data
- Manual email intake and tracking
- Delays during carrier approval or accounting sync
- High volume tied to renewals or last-minute events
How Selectsys Solves It:
- Trained BPO staff working directly in your AMS (Epic, AMS360, etc.)
- Fast turnaround (same-day, SLA-driven)
- Certificate tracking + renewal logic
- Dual-layer QA and structured escalation
Test Case:
A mid-sized retail agency in Georgia saw daily COI volume jump during renewal periods. Their 2-person team was falling behind, leading to customer frustration and E&O exposure. After onboarding Selectsys, COIs were processed within 3 hours, renewals were pre-loaded, and support coverage extended to after-hours.
FAQs
What’s the average turnaround time for COIs?
Most are completed within 2–4 hours, with urgent requests flagged via our internal SLA system.
Do you handle requests via email and portal submissions?
Yes, our teams work from your inbox and/or agency system, depending on your setup.
Can you support multiple COI formats?
Yes. We process carrier-accepted templates and agency-approved layouts.
Is there QA or audit logging?
Absolutely. All COIs go through a dual-check process with timestamped activity tracking.
What systems do you work inside?
We work inside AMS360, Applied Epic, Expert Insured, and other popular agency systems.
Offload your COI processing and never miss a deadline again.
