Top 5 Insurance Workflows Agencies Are Outsourcing Today – and Why It Works

Insurance agencies today are busier than ever-but so are their back offices. From quoting to servicing, the pressure to deliver quickly and accurately keeps rising.

The smartest agencies are outsourcing just the right workflows to free up their licensed team and improve client satisfaction-without sacrificing quality or compliance.

Here are the 5 workflows we see most frequently outsourced at Selectsys.

1. Certificates of Insurance (COIs)

COIs come in fast and often. Whether it’s a same-day request or batch renewals, delays here can stall closings and upset clients.

What we do:

• Process COIs directly inside AMS360 or Epic
• Flag missing info
• Return COIs same day or within agreed SLAs

More on our COI Processing Support

2. Endorsements

Endorsement requests vary by carrier, line of business, and policyholder need. They can clog up your queue fast.

What we do:

• Create and track endorsement requests
• Attach forms and memos to the policy file
• Follow up with underwriters or carriers

See our Endorsement Support service

3. First Notice of Loss (FNOL) Logging

Capturing FNOLs accurately is critical for downstream claims workflows. Yet many CSRs still manually key these into AMS systems.

What we do:

• Intake FNOLs from email or client portals
• Log claims directly into AMS
• Set up task follow-up or routing

Explore our FNOL Support

4. Renewal Preparation

Renewals involve pulling policies, checking expirations, and prepping for remarketing-not a good use of licensed time.

What we do:

• Flag upcoming renewals
• Pre-fill applications
• Prep email reminders and document packages

Covered under our Policy Renewal Support

5. Download + Reconciliation

When downloads don’t match or policies go unlinked, your accounting and servicing teams lose hours trying to clean it up.

What we do:

• Match download records
• Reconcile mismatches
• Log actions for transparency

More on Download + Reconciliation Help

Why It Works

Agencies that outsource with Selectsys benefit from:

• Flat-rate pricing – predictable and scalable
• No portals – we work in your AMS
• Dedicated staff – not a generic task queue
• Fast onboarding – most pilots launch in under a week

FAQs

Do you handle overflow or full ownership of tasks?
Both. We can be your primary back office or act as overflow support.

What AMS platforms do you support?
We support AMS360, Applied Epic, Hawksoft, and others.

What kind of turnaround times do you offer?
Same-day for COIs, 24-48 hrs for most endorsements and renewals.

Can you support multiple producers or branches?
Yes. We handle complex routing and support multiple offices under one account.

Do you offer monthly reporting or SLA tracking?
Yes. We provide regular reports on volume, turnaround, and accuracy.

Final Thoughts

You don’t need to hire more to handle more. Selectsys helps you scale with precision-handling back office work that slows your team down so they can focus on clients and growth.

Let’s lighten your load and improve your performance.

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• Request a Demo
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