Why Brokers Outsource COI Fulfillment — Faster Certificates, Happier Clients
Certificates of insurance (COIs) frustrate brokers. Backlogs, compliance errors, and slow turnaround times hurt client retention. Selectsys clears COI bottlenecks with SLA-backed outsourcing.
The COI Problem
- High-volume requests during renewals.
- Compliance risk with incorrect certs.
- Brokers pulled off sales to chase certs.
The Selectsys Solution
- 24–48 hour SLA turnaround.
- Automated compliance checks.
- SOC-2 ready processes.
- Scalable team for peak demand.
Example , Brokerage
A brokerage cut COI turnaround from 5 days to 2 days by outsourcing to Selectsys.
Competitor Comparison
- Staff Boom = staffing only, no SLA.
- Resource Pro = slower onboarding, less automation.
- Selectsys = managed outcomes, faster turnaround.
FAQs
What’s your SLA for COI fulfillment?
24–48 hours.
Do you handle compliance reviews?
Yes, every cert is reviewed.
Can Selectsys scale during renewal season?
Yes, elastic BPO staffing.
How secure is the process?
SOC-2 ready with full audit trails.
Do you support AMS/CRM integration?
Yes, with AMS360, Epic, and others.
Reviews
Our COI backlog disappeared within a week of switching to Selectsys.
, M.B., VP of Operations, Brokerage
Clients noticed the difference. Retention improved.
, K.D., Chief Executive Officer, MGA
We finally trust compliance on every cert.
, R.C., Compliance Director, Carrier
Staff Boom couldn’t guarantee turnaround. Selectsys delivered.
, A.F., Chief Operating Officer, Broker
Best outsourcing move we’ve made in 5 years.
, J.W., Chief Financial Officer, Regional Broker
Selectsys Insurance Platform
A unified operating model across the full insurance lifecycle:
Rating, Quote & Bind (RQB)
Build and manage commercial and specialty rating programs
Expert Insured (AMS)
Policy lifecycle management with API-first architecture
Premium Accounting
Insurance-native accounting for premium, commissions, and trust
CoverPay
Installment billing and payment infrastructure with full control
Insurance BPO
Operational execution across submissions, policy processing, and servicing
