What to Ask Before You Sign Another BPO Contract
If you’re about to renew your BPO agreement-stop.
Whether it’s ResourcePro, Patra, Flatworld, or a niche vendor, most BPO contracts lock you into outdated models that weren’t built for modern insurance workflows.
Here are the 7 questions every MGA, wholesaler, or carrier should ask before signing again.
1. Do They Work Inside Your Systems?
Many BPOs still use spreadsheets and portals.
Selectsys logs into AMS360, Epic, MGA Systems, EI, and executes directly inside your workflow.
If they don’t touch your AMS, they’re not really part of your team.
2. Is There Any Automation-Or Just Humans?
Ask:
- Do you use GPT for email triage?
- Do you OCR documents before routing?
- Do you trigger task queues based on logic?
If not, you’re paying for labor, not scale.
3. Are SLAs Measured in Days-or Hours?
Ask for:
- TAT by task type
- After-hours coverage
- Weekend handling
At Selectsys, COIs = 1–3 hours, endorsements = same-day, renewals = 30–60–90 day automation.
Legacy vendors? 24-48 hour delays are common.
4. Can They Scale Beyond One Task Type?
If you’re only using them for COIs or downloads, ask:
- Can they handle audits, endorsements, FNOL, reinstatements?
- Can they handle both personal and commercial lines?
You’ll outgrow a task-only vendor fast.
5. Do They Offer a Pilot or Just a Lock-In?
If they’re asking for a 12–24 month contract without a pilot:
Red flag.
Selectsys starts with one workflow, 30 days, no risk.
6. Do You Have to Train Them?
You shouldn’t.
Our teams are trained in:
- Policy workflows
- Quoting systems (RQB, carrier portals)
- Claims, audits, COIs
- Carrier-specific endorsement rules
We don’t learn on your time.
7. Can You Layer in AI or RQB Later?
Your ops should evolve.
If your BPO is manual-only, you’ll hit a wall.
Selectsys allows you to start with BPO and add:
- AI OCR triage
- RQB quoting
- Expert Insured AMS
All plug-and-play.
Bonus: Ask to See the Tech
If they can’t show:
- Their AMS access
- AI classification logic
- How they log/track tasks
You’re not buying a partner. You’re buying hours.
Thinking about renewing your current BPO contract? Pause.
Try Selectsys with one task first-COIs, audits, claims, downloads.
Let us show you the difference.
FAQ
What’s the average time to get started with Selectsys?
5–7 days. You’ll have a live workflow within 1 week of kickoff.
Can we compare performance side-by-side with our current vendor?
Yes. We’ll run parallel and show TAT, QA, and task volume data.
Do you support multi-LOB agencies or MGAs?
Absolutely. Commercial lines, WC, GL, BOP, Auto, Property, Cyber, and more.
- Learn more about our insurance BPO services and pilot model
- Compare Selectsys vs traditional BPOs
- See how we integrate with AMS360 and Applied Epic
- Explore our AI BPO automation stack
