Applied Epic Agency Support: Operational Help Without Headcount
Applied Epic is the engine behind many high-growth independent agencies. But like any AMS, it’s only as effective as the people entering data, processing tasks, and keeping workflows current.
For many agencies, growth creates a bottleneck: too much policy work, too few hands. Hiring isn’t always an option. That’s where Selectsys comes in.
With BPO support for Applied Epic, you can offload the busywork and focus your in-house team on revenue-driving activities.
Where Applied Epic Agencies Feel the Strain
As business grows, so do the tasks in Epic:
- New submissions to process
- Certificates to issue
- Endorsements to log
- Renewals to prep
- Carrier follow-ups to chase
- Payments to reconcile
These aren’t hard – but they pile up. And before long, your best people are stuck doing data entry instead of building relationships.
What We Handle Inside Applied Epic
Selectsys BPO teams work inside your Applied Epic environment to manage:
- COI issuance and email
- Endorsement entry and documentation
- Policy cancellations and reinstatements
- Submission clearance and quoting support
- Renewal triggering and prep
- Daily download reconciliation
- Activity tracking and audit trails
- Document uploads and carrier communications
We don’t use portals or workarounds – we use your system, your way.
Test Case: Applied Epic Agency Clears 30+ Tasks Daily With 1 BPO Rep
A New York-based agency specializing in mid-market commercial lines needed help.
Their service team was spending 4+ hours a day on endorsements, COIs, and quoting prep.
We embedded a dedicated BPO resource inside Applied Epic.
In 30 days:
- Service turnaround improved by 60%
- Time to bind dropped from 5 days to 2
- 100% of COIs were sent within SLA
- Their internal staff had time for proactive client outreach
No recruiting. No training. No overtime. Just scalable support.
FAQs
Will your team use our Epic workflows?
Yes. We follow your SOPs or help build them during onboarding. All work is performed directly in Epic.
How do you ensure quality and compliance?
Every task includes status tagging, activity logging, and supervisor QA. We also maintain full audit trails.
Can I try this with one or two processes?
Absolutely. Many agencies start with COIs or renewals and expand after a few weeks.
What if I don’t use AMS360 or Applied Epic?
We also support Expert Insured, NowCerts, and other AMS platforms. Contact us for a custom setup.
Why Applied Epic + Selectsys Is the Right Fit
You invested in a modern AMS. Now get the modern support that goes with it.
Selectsys helps Epic agencies scale their operations without adding internal headcount – by embedding trained professionals inside your system.
Fast onboarding. Flat-rate pricing. 24/7 capacity. Let us power the back end so you can grow the front end.
- Explore more Agent Outsourcing optionsfor Applied Epic and beyond.
- Learn about AMS360 Support if you operate dual systems.
- Find answers to common questions in our FAQs or visit the Answer Library.
You don’t need more hires – just the right help inside your AMS.
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