How Agent Outsourcing Helps Small Insurance Agencies Scale Without Overhead
Hiring and managing a full back-office team can be overwhelming for small insurance agencies. Agent outsourcing offers a smarter alternative-letting you delegate essential work like COIs, endorsements, renewals, and downloads to trained BPO teams that work directly inside your AMS, without needing to expand headcount.
Why Agent Outsourcing Works for Small Agencies
Reduced Overhead
No need for payroll, benefits, or training. You pay only for executed work.
Operate Inside Your AMS
Our teams work inside AMS360, Applied Epic, and other major systems-no ticketing, no external tools.
Fast, SLA-Driven Work
Endorsements, COIs, and policy updates handled with defined turnaround and full audit visibility.
What Tasks Can Be Outsourced?
- COI Generation
- Midterm Endorsements
- Policy Cancellations & Reinstatements
- Renewal Prep & Carrier Outreach
- Download + Reconciliation
- First Notice of Loss (FNOL) Setup
Test Case
Agency: Independent P&C agency in Dallas, TX
Problem: Falling behind on endorsements and COIs during peak season
Solution: Outsourced all COIs and midterm changes to Selectsys
Results:
- COI turnaround reduced from 24 hours to 3 hours
- Internal staff time freed up for sales
- 40% reduction in email backlog within 2 weeks
Related Service Pages
- Agent Outsourcing Services
- Compare Selectsys vs Patra
- Agent Outsourcing in Texas
- Agent BPO Services in Dallas, TX
FAQs
What is agent outsourcing in insurance?
Agent outsourcing allows insurance agencies to delegate tasks like servicing, endorsements, and COIs to trained BPO teams.
Do outsourced teams work inside my AMS?
Yes. Selectsys teams operate directly within systems like AMS360 and Applied Epic.
Is it secure to let outside teams access our systems?
Yes. Access is permission-based, with audit trails and IP restrictions. We’re SOC 2 compliant.
Can I start with just one process (e.g., COIs)?
Absolutely. Most clients begin with COIs or endorsements and expand from there.
How long does onboarding take?
Most onboarding is completed in 5–10 business days, depending on system access and workflow volume.
Will your team be trained in insurance?
Yes. All Selectsys agents are trained in WC, GL, Property, Auto, and Cyber workflows.
Can I see reports of what your team is doing?
Yes. We provide SLA dashboards and QA logs weekly or as needed.
What happens if something goes wrong?
We offer dual-layer QA and root cause analysis. Errors are corrected at no cost.
How do you handle renewals?
We monitor expiration dates, trigger renewal outreach, and prep submissions or binders as needed.
Can I customize workflows?
Yes. We work off SOPs tailored to your agency and your carrier mix.
Do I need to provide my own SOPs?
No. We’ll help create and document your workflows if needed.
What tools do you use for communication?
We adapt to your preferences—Slack, email, AMS tasks, or direct notes in your system.
Do you support after-hours work?
Yes. We offer 24/7 shift coverage for time-sensitive tasks like COIs or claims intake.
How do you price your services?
Pricing is flexible—per task, FTE, or volume-based depending on your need.
Can I stop the pilot if it doesn’t work?
Yes. Our pilots are low-commitment and you can exit at any time.
Ready to scale your agency without hiring?
Start a Pilot →
