How Back-Office BPO Helped a Retail Agency Slash Renewal Turnaround Time

The Renewal Bottleneck That Was Costing Business

A mid-sized retail agency in Texas was losing clients due to missed renewal deadlines. Their in-house team couldn’t keep up with quoting requests, carrier communication, and follow-ups. Agents were spending 60% of their time managing policy renewal prep instead of selling new business.

What Went Wrong?

• Loss runs were not reviewed in time
• Renewal quotes were delayed
• Carrier appetite wasn’t validated
• No follow-up tracking

The Selectsys Solution

Selectsys deployed a dedicated BPO team trained in AMS360 and Applied Epic workflows. Our team took over renewal prep, quoting, loss run extraction, carrier follow-up, and binding. Everything was tracked with sub-4-hour SLAs.

Test Case

Before Selectsys:

• 5+ days to prep and quote a renewal
• Missed deadlines on 1 out of 5 policies
• Manual tracking in spreadsheets

After Selectsys:

• 4-hour SLA for all renewal prep tasks
• 100% on-time renewals
• Integrated directly into AMS

Key Benefits

• Faster turnaround
• Higher client retention
• Reduced producer burnout

Related Service Pages

• Policy Renewal Support
• AMS360 Outsourcing
• Applied Epic Outsourcing

Renewal cadence lives as its own node in the Operating Model, not an afterthought.

FAQs

Can Selectsys handle renewal tasks inside AMS360 or Epic?
Yes. We work inside your system as embedded users.

Do you help with loss run triage?
Yes. We extract and analyze loss runs to prep quotes.

Can you manage follow-ups with both carriers and clients?
Yes. We communicate directly as part of your workflow.

What lines of business do you support?
WC, GL, Auto, Property, Cyber, Personal Lines, and more.

Is the service SLA-backed?
Yes. We provide SLA-tracked renewals, typically <4 hours.