Endorsement Support for Small Agencies: Fast, Accurate, Affordable
Policy endorsements are part of the daily grind for every insurance agency. But for small agencies, they can feel like death by a thousand cuts.
Endorsements take time, require accuracy, and often interrupt the kind of work that actually grows the agency – quoting, selling, and servicing high-value accounts.
That’s why many small agencies are offloading endorsement processing to BPO partners like Selectsys.
What Makes Endorsements So Painful for Small Teams
- A client requests a coverage change
- Your CSR has to dig into the policy
- Find the right endorsement form
- Submit it through a carrier portal or AMS
- Wait for confirmation
- Update the system and send docs
Now multiply that by 10–15 times a day. For a small team, that’s a bottleneck.
What a BPO Team Can Do Instead
Outsourcing endorsement processing lets your in-house team focus on service, while trained professionals manage these transactions directly inside your AMS.
Selectsys endorsement BPO teams typically handle:
- Named insured changes
- Mailing address updates
- Limit modifications
- Coverage additions/removals
- Vehicle/property changes
- Form generation and attachments
- Carrier submissions
- Follow-up and bind confirmation
- Policy updates in AMS360 or Epic
You keep the client relationship – we handle the execution.
Test Case: Small Agency Reduces Endorsement Turnaround by 65%
A two-location agency in Georgia averaged 18 endorsements per day.
With just three CSRs, service levels were slipping. Turnaround times were averaging 2–3 business days.
After onboarding Selectsys:
- 80% of endorsements were handled same-day
- Staff regained 15+ hours per week
- Clients noticed faster response times
- Carrier relationships improved due to better documentation
All without adding a single hire.
FAQs
What types of endorsements can be outsourced?
Almost all of them — from simple address changes to coverage modifications. We work based on your SOPs and carrier preferences.
Do we need to give portal access?
If the workflow requires carrier submission, yes. Otherwise, we operate inside your AMS like an internal team.
Can BPO handle high-volume surges?
Yes. Our teams can flex during peak season or renewal spikes without needing to rehire or retrain.
Is it secure?
Absolutely. Teams work under controlled access and all activity is logged in your AMS.
How This Fits Into a Modern Hybrid Agency
Outsourcing endorsements is one of the fastest ways to lighten the load for service teams.
Pair that with COI processing, renewal triggering, and email triage – and you’ve created a lean, responsive agency that doesn’t sacrifice service or compliance.
- Want to see how this works? Visit our Agent Outsourcing overview.
- If you use AMS360, check out our AMS360 Support workflows.
- You can also explore common endorsement questions in our FAQs or dig deeper in the Answer Library.
Reduce turnaround, increase accuracy — without growing your team.
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