What to Look for in a COI Processing Partner
When agencies consider outsourcing COI processing, they often default to whoever can “do the paperwork.” But speed alone isn’t enough—compliance, communication, and accuracy matter just as much.
Here’s how to evaluate whether a COI partner is actually solving the problem—or just shifting it.
What Really Matters:
Speed (but not at the cost of accuracy)
SLA-backed processing
Direct system access (not ticket-based)
QA and error-handling
COI request tracking and follow-up
Familiarity with agency systems (Epic, AMS360, etc.)
Why Selectsys Fits:
- We operate directly in your AMS
- All tasks handled by trained insurance professionals
- Full audit logs
- 24/7 coverage during peak season
- Seamless renewals + reissuance workflow
Test Case:
One commercial agency in Texas issued 300+ COIs monthly. After switching to Selectsys, their processing time dropped by 65%, and the team avoided burnout during seasonal spikes.
FAQs
Can we start with a small volume of COIs?
Yes. Many clients begin with a pilot before scaling.
Do your teams follow our specific templates?
Absolutely. We follow your formats and SOPs exactly.
What hours do your COI teams work?
We offer 24/7 or extended-hour coverage based on your needs.
Is this just back-office labor, or fully managed?
We provide fully managed execution—not just bodies.
Can this scale for seasonal COI spikes?
Yes. We build scalable pods to flex based on volume.
Choose a COI partner built for insurance—not just admin work.
