How to Replace ResourcePro or Patra with a Modern Insurance BPO

Still working with ResourcePro or Patra? You’re not alone.

They’ve been the go-to for years-but times have changed. MGAs and carriers now need speed, automation, and systems-level visibility. Today’s BPO can’t just do tasks-it has to integrate, automate, and scale.

Here’s how Selectsys replaces traditional vendors with a smarter, faster, more integrated insurance ops model.

1. Why Firms Replace Legacy BPOs

Problem	Legacy BPO Model	Modern BPO (Selectsys)
Task intake	Manual queues	AI classification (GPT)
Platform compatibility	Spreadsheet-driven	AMS-integrated (Epic, AMS360, EI)
TAT + SLAs	Timezone-bound	24/7 global execution
Audit/compliance	Basic tracking	System-level logs + AI QA
Cost	Headcount-based pricing	Automation-driven (30–40% less)

2. Use Case: Certificate Desk Replacement

Traditional flow (ResourcePro/Patra):

• CSR sends COI request to queue
• BPO logs it, locates policy, issues COI, responds manually
• SLA = 24–48 hours

Selectsys flow:

• AI reads inbox
• Flags as COI
• Ties to policy in AMS
• Task auto-created or auto-issued
• SLA = 1–2 hours max
• COI is issued, logged, and archived inside your system
• Same-day turnaround
• No handoffs
• Built-in audit trail

3. AMS360 / Epic / MGA System Integration

Most legacy vendors operate outside your system.

Selectsys operates inside:

• AMS360
• Applied Epic
• Vertafore MGA Systems
• Expert Insured (EI)
• RQB or your quoting engine

You don’t send us a spreadsheet-we log in and work like your internal team.

4. What About Endorsements, Renewals, or FNOL?

We handle it all-automated or manually, based on complexity:

Task Type	Selectsys Approach
Endorsements	Email → AI tag → BPO process
Renewals	Date trigger → Quote prep → Notify broker
FNOL Intake	AI OCR + GPT → Queue route
Audits	Document classification → Follow-up + reconcile
Cancellations/NORs	Email flag → AMS update + communication log

5. Migration: What It Takes to Switch

Step 1: We map current workflows (or pull from SOPs if available)

Step 2: Run parallel for 30 days (Selectsys handles 1–2 tasks first)

Step 3: Document and optimize (reduce touches, automate where possible)

Step 4: Fully transition COI, endorsement, or renewal queues to Selectsys

Still using ResourcePro or Patra? You can do better.

Get a 30-day pilot. Try COIs, downloads, or FNOL routing with Selectsys.

Request Demo →

FAQ

Will you work in our AMS or your own?

We work inside your AMS360, Applied Epic, or MGA system. You retain full control and visibility.

What makes Selectsys different?

We’re the only full-stack ops platform: BPO + AI + AMS + quoting, tied together and 24/7.

How long does it take to replace our BPO vendor?

Most teams pilot within 2 weeks and fully transition core workflows in 30–60 days.

---

Compare Selectsys vs Everyone in one full-stack ops stack breakdown.