Why More Insurance Agencies Are Turning to Outsourced Back Office Teams
Running a growing insurance agency today means juggling quote requests, endorsements, COIs, download reconciliation, policy servicing, and more-all while trying to respond quickly to clients and retain your book. But with staffing shortages, rising costs, and heavy system work, many agencies find themselves overwhelmed.
That’s why more agencies are outsourcing back office support to a specialized partner like Selectsys.
What Does “Agent Support” Actually Mean?
At Selectsys, Agent Support means becoming an extension of your internal team-handling tasks directly inside your AMS so you don’t have to rely on spreadsheets, shared folders, or external portals.
We work inside platforms like AMS360, Applied Epic, Hawksoft, and more-so you can assign work just like you would to an internal team member.
Explore full services on our General Agent Support page.
What We Handle for Agencies
Our team supports:
- Certificate of Insurance (COI) processing
- Endorsement requests
- FNOL intake and logging
- Renewal prep
- Download matching and reconciliation
- Policy document management
- Statement handling and invoicing
Need more specialized support? We also assist with submission prep, audit follow-ups, and accounting workflows.
Explore our COI Processing Support and Endorsement Processing solutions.
Test Case: COIs Without the Chaos
Client: Regional commercial lines agency with 15+ CSRs
Problem: Handling 100+ COIs per day with constant rework, delays, and producer complaints
Solution:
- Selectsys embedded 2 dedicated COI processors directly into their AMS
- COIs routed via internal CSR assignment rules
- Turnaround SLAs established: <2 hours for same-day COIs
Results:
- 75% faster COI turnaround
- Internal CSRs freed up for renewals and servicing
- Complaints dropped by 90% within 30 days
Why Outsourcing Works (When Done Right)
Most agency leaders hesitate to outsource because they’ve seen it done wrong-offshore assistants working in shared Google Sheets or needing constant handholding.
With Selectsys, the model is different:
- We work inside your AMS
- You get named, dedicated staff
- Flat-rate pricing, no hourly clock
- We align to your internal process, not the other way around
Learn how we support Retail Insurance Agencies.
FAQs
Do I need to change my current AMS or workflow?
No. We work inside your system (AMS360, Epic, etc.) and adapt to your current process.
Are the staff full-time or project-based?
You get dedicated staff assigned to your account, available daily just like internal employees.
What’s included in onboarding?
We document your process, run a dry run, and then go live. Most agencies are up and running in 5–7 days.
Is there a long-term contract?
No. Month-to-month, with the first month free for most engagements.
Can you work directly with our carriers or vendors?
Yes, if needed. We routinely communicate with carriers to obtain missing info or resolve download issues.
Final Thoughts
Back office volume shouldn’t stop you from growing your agency. With Selectsys, you get a ready-to-go team that works inside your system, understands insurance, and delivers results.
Ready to free up your internal team? Let’s talk.
