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Now live: P&C insurance accounting for MGAs and wholesalers, plus AAIS commercial lines platforms.
We are not data entry. Selectsys runs complex P&C operations inside your AMS including assistant underwriting, renewals, endorsements, audits, bordereaux, trust accounting, producer splits, and reconciliations with flat pricing and sub 2 hour SLAs.
Selectsys delivers complex P&C execution including assistant underwriting and advanced accounting with flat pricing and sub 2 hour SLAs.
Patra focuses on seat based staffing where speed, quality, and scope depend on tiers and manual handoffs.
Selectsys is an advanced insurance BPO built for MGAs, wholesalers, and delegated carriers. Beyond COIs and endorsements, we handle assistant underwriting for complex lines, rating inputs, clearance, forms packaging, audits, bordereaux, trust accounting, producer and agency splits, carrier remittance reconciliation, and monthly close support. Work is completed inside AMS360, Applied Epic, Expert Insured, RQB, and carrier portals. Pricing is flat or per task. We do not use tiered levels.
| Category | Selectsys | Patra |
|---|---|---|
| Delivery model | FTE-based teams with automation, dashboards, and in-system execution | Traditional offshore staffing |
| Cost efficiency | 30–40% lower cost per task through automation, SOPs, and batching | Standard FTE seat rates |
| SLA speed | Sub-2-hour SLA for COIs, endorsements, and priority renewals | Typically 6–24 hours depending on team |
| Quality control | Dual QA, field-level audits, exception logs, and SLA variance tracking | QA cadence varies by account |
| Visibility | PQIS control-tower dashboards with live SLA, backlog, accuracy, owners | Static reports by email or spreadsheet |
| Systems and scope | Works directly in AMS360, Applied Epic, Expert Insured, RQB, carrier portals, CRM | Works in client systems; workflows managed by email queues |
| Automation | GPT classification, AI OCR extraction, auto routing, timers, templates | Manual queues with supervisor routing |
| Onboarding | SOPs in 48 hours, pilot live in 7–10 business days | Paid onboarding and multi-week ramp |
| Scope and complexity | Complex P&C including assistant underwriting, rating prep, clearance, forms assembly, audits, bordereaux, trust accounting, producer splits, remittances | Core back office tasks with escalation to higher levels for complex items |
| Pricing approach | Flat pricing or transaction based with no tiers | Tiered seat pricing by level with markups for complex work |
| Accounting depth | Trust accounting, producer splits, carrier remittance reconciliation, month end close support | Basic entry and trackers |
| Underwriting support | Assistant underwriting for P&C programs including appetite checks and submission packaging | Limited support routed to higher priced tiers |
| SLA on core tasks | Sub 2 hour SLA on COIs and common endorsements | SLA depends on staffing and shift |
| Selectsys | Patra | |
|---|---|---|
| Outcome | Generated inside AMS, sub-2-hour SLA, PQIS audit trail | Delivered per queue; timing varies |
| Endorsements | Entered, verified, dual QA, closed under SLA with owner and timestamps | Entered per SOP; QA cadence varies |
| Renewals | Automated triggers, document chase, options prepared, exceptions flagged | Calendar lists and manual follow-ups |
| Carrier downloads | Daily pulls, auto match, exceptions escalated | Handled per schedule; matching may be manual |
| Audits and bordereaux | Evidence collected, variances logged, outputs produced for carriers/MGAs | Process depends on client SOPs |
| Assistant underwriting | Clearance, appetite checks, rating inputs, forms packaging, submission assemblies | |
| Advanced accounting | Trust accounting, producer and agency splits, carrier remittance reconciliation, month end close, bordereaux outputs | |
| Core servicing | COIs and endorsements under 2 hours, renewals with automated triggers, FNOL intake, daily carrier downloads with exception handling | |
| Pricing and commercial policy | Flat pricing with no tier upcharges for complex tasks |
Closing Summary
If you want lower FTE pricing, higher efficiency, and reliable sub-2-hour SLAs with full transparency, choose Selectsys. You get automation-assisted teams, PQIS dashboards, and in-system execution. If you prefer a traditional staffing model with manual queues and periodic reports, choose Patra.
If you want to see how Selectsys handles insurance operations as an integrated workflow rather than as isolated tasks, the pages below show how quoting, underwriting, policy servicing, and back-office work connect across the platform.
If you want a quick reference for any of the terminology mentioned on this page, you can review the Glossary for clear definitions and context.
If you want to understand how Selectsys replaces standalone tools and isolated outsourcing with a cohesive lifecycle model, the operating model page explains how the full stack works together.
Run a side-by-side pilot with Selectsys and see how AI + execution delivers real outcomes in hours, not days.