Retail Agency BPO That Actually Works
The Challenge Retail Agencies Face
Retail insurance agencies (especially those with <20 people) juggle a lot-quotes, COIs, downloads, audits, renewals, and more. The result? Backlogs, burned-out CSRs, and missed service expectations.
Selectsys provides fully embedded back-office support that plugs directly into your AMS-no retraining, no workflow disruption.
What Selectsys Handles
- Certificates of Insurance (COIs)
- Carrier downloads and reconciliation
- Endorsements and reinstatements
- Claims FNOL logging
- Renewal quote prep and follow-ups
- Audit assistance and email management
All work is done directly inside your AMS360, Epic, or portal-by trained, U.S. insurance-savvy teams.
Test Case: COI Chaos → Controlled Execution
- Client: 12-person P&C agency in Georgia
- Problem: 3-person service team drowning in 100+ weekly COIs, missing deadlines
- Solution: Selectsys team integrated within 48 hours
- Outcome:
- COIs now completed same-day
- Client load reduced by 40%
- No missed deadlines in 6 months
Built for Systems You Already Use
We support:
- AMS360
- Applied Epic
- Expert Insured
- Custom CRMs/portals
Your SOPs, your workflows-no generic templates.
FAQs
Can you support personal and commercial lines?
Yes. Most of our agency clients support both and we follow your exact workflows.
Do you integrate directly into our AMS?
Yes. Our team logs in and works within your system under secure credentials.
Is this scalable during renewal season?
Absolutely. Many of our agencies scale up during Jan 1, July 1, or audit season.
What if we only need help with COIs or downloads?
You can start small. Many clients begin with a single function and expand from there.
How fast can we get started?
Most agencies are onboarded and live in 2-3 business days.
Explore Other Services
- FNOL Support
- Download & Reconciliation Help
- COI Processing Support
- Policy Renewal Support
- Submission Intake & Triage
Retail agencies don’t need more logins or virtual assistants-they need insurance-trained help that works inside their system, on their terms. Selectsys delivers that, fast.
