How Back-Office BPO Helped a Retail Agency Slash Renewal Turnaround Time
The Renewal Bottleneck That Was Costing Business
A mid-sized retail agency in Texas was losing clients due to missed renewal deadlines. Their in-house team couldn’t keep up with quoting requests, carrier communication, and follow-ups. Agents were spending 60% of their time managing policy renewal prep instead of selling new business.
What Went Wrong?
- Loss runs were not reviewed in time
- Renewal quotes were delayed
- Carrier appetite wasn’t validated
- No follow-up tracking
The Selectsys Solution
Selectsys deployed a dedicated BPO team trained in AMS360 and Applied Epic workflows. Our team took over renewal prep, quoting, loss run extraction, carrier follow-up, and binding. Everything was tracked with sub-4-hour SLAs.
Test Case
Before Selectsys:
- 5+ days to prep and quote a renewal
- Missed deadlines on 1 out of 5 policies
- Manual tracking in spreadsheets
After Selectsys:
- 4-hour SLA for all renewal prep tasks
- 100% on-time renewals
- Integrated directly into AMS
Key Benefits
- Faster turnaround
- Higher client retention
- Reduced producer burnout
Related Service Pages
FAQs
Can Selectsys handle renewal tasks inside AMS360 or Epic?
Yes. We work inside your system as embedded users.
Do you help with loss run triage?
Yes. We extract and analyze loss runs to prep quotes.
Can you manage follow-ups with both carriers and clients?
Yes. We communicate directly as part of your workflow.
What lines of business do you support?
WC, GL, Auto, Property, Cyber, Personal Lines, and more.
Is the service SLA-backed?
Yes. We provide SLA-tracked renewals, typically <4 hours.
