Scaling Applied Epic Operations Without Overwhelming Your Team

As your agency grows, so does the workload inside Applied Epic. Instead of overburdening your internal team, many agencies are now outsourcing their Epic operations to Selectsys. Our insurance-trained BPO staff handle day-to-day work like renewals, endorsements, and reconciliation-all directly within Epic.

Key Workflows We Support

• COI issuance + email delivery
• Renewal monitoring, prep, and tracking
• Carrier communication + document follow-up
• Download matching and suspense handling
• Endorsement execution and post-bind validation

How We Help You Scale

• No new hires, training, or overhead
• SLA-backed support means fewer internal bottlenecks
• Faster turnarounds → happier clients and producers

• Need help with endorsement processing?
• Want full support for policy renewals? We’ve got you covered.

Test Case

Client: Regional retail agency, Florida
Challenge: Backlog in billing audits and COI processing
Solution: 3-person BPO team trained in Epic workflows
Result: 72% reduction in internal task turnaround times within 30 days

FAQs

Do we need to switch systems?
No. We work inside your Applied Epic system.

Can we give limited access to workflows?
Yes. We’ll configure user permissions based on task type.

What if we use both Epic and another AMS?
We support dual-platform setups as well.

Is this white-label support?
Yes, our teams feel like your internal staff.

Do you support Applied TAM or AMS360 too?
Yes-we support all major AMS platforms.

Want your team to focus on growth, not data entry?
Start your pilot →