Why Agencies Using Applied Epic Are Turning to Selectsys for Back-Office Help

Applied Epic is a feature-rich platform-but it still requires staff to manage tasks like COIs, reconciliation, and policy changes. That’s where Selectsys comes in. We provide trained insurance BPO teams who work directly inside Epic-so your agency stays efficient without expanding your payroll.

What Selectsys Handles in Applied Epic

• COI processing and distribution
• Policy downloads and reconciliation
• Renewal workflows and carrier communication
• Midterm endorsements, cancellations, reinstatements
• Accounting support and suspense cleanup

Why It Works

• In-system execution: No external portals. We work within your Applied Epic instance.
• Fast onboarding: Go live in 7-10 days.
• SLA + QA backed: Every task is tracked, verified, and audit-ready.

• See how we support agents across AMS360 too.
• Learn more about our agent outsourcing solutions.

Test Case

Client: Mid-size independent agency, Illinois
Problem: Frequent delays in policy changes and endorsement follow-ups
Solution: Embedded Selectsys team of 2 working inside Applied Epic
Result: SLA for midterms cut from 2 days to 4 hours; internal staff reallocated to sales

FAQs

Do you work directly inside Applied Epic?
Yes, we operate within your Epic instance and follow your internal workflows.

How do you handle logins and security?
We follow IP whitelisting, multi-factor authentication, and secure access protocols.

What can you do with billing workflows?
We handle reconciliation, installment setup, and billing audits inside Epic.

Can we scale the team over time?
Absolutely. Start with one workflow (e.g., COIs) and scale as needed.

Do you replace Epic?
No, we enhance it. Our teams work inside Epic-not around it.

Want to reduce workload and boost SLA performance?
Start your pilot →