Carrier Downloads Without the Headaches – How Selectsys Cleans Up the Chaos
Every AMS user knows this pain: mismatched policies, untagged downloads, and suspense queues filled with exceptions. Whether you’re using AMS360, Applied Epic, or an MGA system, download errors add hours to your day-and introduce compliance and billing risk.
Selectsys helps agencies and MGAs turn their download workflows into a clean, auditable process, without hiring extra staff or chasing line-by-line fixes.
Common Download Pain Points
- Suspense queues filled with unmatched policies
- Invoice and statement mismatches
- Reconciliation delays creating trust account errors
- eDocs arriving but never tagged or linked
- Downloads missed completely from overnight syncs
- Direct vs. agency bill workflows getting mixed
Sound familiar? You’re not alone.
What Selectsys Handles
- Daily carrier download intake (eDocs + transactions)
- Matching policies to suspense or billing queues
- Cleanup of unmatched or orphaned downloads
- Reconciliation against invoices, statements, or logs
- Suspense clearing, task notes, and activity updates
- Support across direct bill and agency bill workflows
We work directly inside your AMS-no external portals or duplicate systems.
Test Case: Suspense Queue = 200+ Items → Cleared in 3 Days
- Agency: Mid-sized commercial firm using AMS360
- Problem: Suspense log backed up, 200+ unmatched downloads from 8 carriers
- Action:
- Selectsys onboarded SOPs
- Reconciled each suspense entry line-by-line
- Tagged policies and updated activity logs
- Resullt:
- Queue cleared in 3 business days
- Compliance audit passed with 100% documentation
- Billing team freed up for renewal prep
Why It Matters
Cleaning up your downloads improves:
- Audit Readiness
- Trust Accounting Accuracy
- Client Communication (no billing confusion)
- Team Morale (less rework or finger-pointing)
- Data Hygiene for AMS reports
FAQs
What AMS platforms do you support?
We support AMS360, Applied Epic, Expert Insured, Sagitta, and other MGA systems.
Can you handle both direct bill and agency bill workflows?
Yes. Our teams are trained in both workflows and flag billing mismatches daily.
Do you update tasks or logs in the system?
Absolutely. Every action is logged per your SOPs with timestamps and activity notes.
Can we get reports on download errors?
Yes. We can summarize mismatches, frequent carrier issues, or items needing escalation.
Can you clean up past download exceptions?
Yes-we specialize in legacy data cleanup during onboarding.
Also Explore
Your AMS is only as good as the data in it. Selectsys makes sure carrier downloads don’t become compliance nightmares. From reconciliation to tagging, we clean it up-daily.
