Selectsys vs Patra: AI BPO That Gets Work Done, Not Just Staffed

Patra provides people. Selectsys delivers speed, scale, and results - with automation, in-system execution, and faster turnarounds across COIs, quoting, renewals, and more.

What Makes Selectsys Different

Built-In AI, Not Just Staff

Patra built its model on trained offshore agents. Selectsys starts with automation first - using GPT models to read email content, triage documents, classify submissions, and route work to the right team instantly. Tasks begin automatically. Nothing waits in a shared inbox.

Execution, Not Just Capacity

With Selectsys, you’re not outsourcing tasks - you’re outsourcing outcomes. Our teams complete work inside your system, with real-time updates, field-level QA, and 100% process auditability. You get execution with proof, not just staffing reports.

Platform-Integrated Service

Patra relies on staff who know the software. Selectsys operates inside the system itself:

  • AMS360
  • Applied Epic
  • Expert Insured
  • RQB and rating engines
  • Custom CRMs and intake portals

No out-of-system work. No disconnected spreadsheets. All tasks happen where your operations live.

Scalable Without Hiring

Patra scales by adding people. Selectsys scales by combining people and automation. One AI-enhanced Selectsys workflow can handle the equivalent of 3-4 Patra staff using only manual processes. That means lower cost, faster turnaround, and fewer errors.

Designed for MGAs and Delegated Carriers

Unlike broad-scope BPO firms, Selectsys is built exclusively for P&C lines of business. Our tech and team model supports high-volume underwriting, quoting, renewals, endorsements, audits, and claims intake - the real workflows that drive MGA and carrier growth.

Patra helped define the legacy model of offshore insurance outsourcing. But for MGAs and carriers building fast, tech-enabled operations in 2025 and beyond, the future looks very different. Selectsys combines real AI automation, purpose-built technology, and embedded BPO teams to create a modern, scalable insurance execution model that goes far beyond labor sourcing.

If you're evaluating which partner will help you move faster, reduce errors, and scale smarter - here's how Selectsys compares to Patra.

Selectsys vs Patra: Side-by-Side Feature Comparison

Category Selectsys Patra
Core Model AI-Powered BPO with Embedded Ops and Tech Stack Offshore BPO Staffing
Task Routing GPT-powered intake, triage, and workflow automation Manual assignment and email queues
Execution Model AI automation + in-system task execution Staff-driven process execution
Platform Integration Works inside AMS360, Epic, Expert Insured, RQB Limited to staff logins and training
Turnaround Time 2–4 hour average for standard tasks 1–2 days typical depending on team
AI Capabilities GPT + OCR + submission workflow automation Not natively supported
COI Processing Fully embedded in your AMS Manual, inbox-based processing
Endorsements Dual QA, form generation, system update, compliance checks Variable accuracy based on team
Renewals Email-triggered, automated quote prep, task follow-up Manual follow-up and quote prep
Pilot Access Free 30-day pilot on any workflow Paid onboarding or limited demo
Pricing Flat monthly or workflow-based FTE-based pricing
24/7 Execution Yes – follow-the-sun global operations Regional team support during business hours
Security Model SOC 3 compliant, IP-locked, in-system only VPN access, offshore storage potential

Real Workflows. Real Results.

Workflow Selectsys Result
COIs Delivered in 2–4 hours, inside AMS, tracked by user
Endorsements Verified and entered with QA, form sent and logged
FNOL Intake Claims registered within the same business day
Audit Assistance Email-driven and portal-based audit entry handled
New Business Intake cleared, tagged, pushed into quote-prep
Renewals System-triggered reminders, quote collated, tasks closed
Reinstatements Status updated, NOR issued, documentation archived

What Switching to Selectsys Looks Like

  • Choose a pilot task - for example, COIs or endorsements
  • We review current workflows and create SOPs
  • Access is configured to your AMS or intake system
  • We execute a side-by-side dry run to measure speed and accuracy
  • You evaluate and decide what to move next

No risk. No interruption. No lost productivity.

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Trusted by Fast-Growing MGAs and Delegated Carriers

Selectsys powers underwriting and servicing operations with 24/7 support, AI-enhanced workflows, and embedded execution teams. From quote to bind to servicing, MGAs and carriers choose Selectsys to reduce delays, cut errors, and scale smarter.

Ready to Ditch the Legacy BPO Model?

Run a side-by-side pilot with Selectsys and see how AI + execution delivers real outcomes in hours, not days.