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Insurance BPO

IMS Support Services for MGA Systems and Vertafore Users

IMS is a powerful platform for managing insurance programs, policy documentation, forms, rules, and policy generation workflows. As programs expand across carriers, states, and lines of business, maintaining forms libraries, conditions, rules, document tagging, and policy package configurations can become a significant operational challenge.

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Selectsys provides dedicated IMS support services for MGAs, wholesalers, carriers, program administrators, and insurance operations teams. Our specialists work as an extension of your organization to support policy documentation, forms management, program implementation, document automation, and ongoing IMS administration. Whether you are launching a new insurance program, expanding into new states, onboarding carriers, updating policy forms, or maintaining existing configurations, Selectsys provides experienced insurance operations professionals who understand both IMS and insurance workflows.

Insurance BPOOperational ExecutionInsurance operations teams executing submissions, underwriting support, servicing and accounting inside your systems.Expert InsuredPolicy AdministrationPolicy lifecycle management: issuance, endorsements, renewals and servicing.Premium AccountingInsurance AccountingInsurance-native accounting for agency bill, direct bill, trust, reconciliation and bordereaux.CoverPayInsurance PaymentsPremium collection by Card and ACH, payment tracking and reconciliation support.

Comprehensive IMS Administration Services

Insurance organizations often rely on IMS to manage forms, policy documentation, rules, and automated document generation. Over time, maintaining these configurations requires dedicated expertise and ongoing operational support.

Selectsys provides end-to-end IMS administration services including:

  • Forms Configuration
  • Policy Document Tagging
  • Rules and Conditions Configuration
  • Forms Ordering and Sequencing
  • Program Implementation Support
  • Carrier and State Expansion Support
  • Production Maintenance
  • Testing and Validation
  • Managed IMS Services

Our team supports both project-based initiatives and ongoing administration engagements. Many MGA clients utilize Underwriting Support services in conjunction with IMS administration to streamline underwriting and policy management workflows.

IMS Forms Configuration Services

Policy documentation begins with properly configured forms libraries. Insurance programs often require carrier-specific, state-specific, and line-of-business-specific forms that must be maintained accurately throughout the policy lifecycle.

Selectsys supports:

  • Carrier Forms Management
  • State Forms Management
  • Program Forms Libraries
  • Forms Maintenance
  • New Forms Deployment
  • Regulatory Updates
  • Forms Testing

Organizations managing carrier, state, and program-specific forms often utilize our IMS Forms Configuration Services to maintain accurate policy documentation.

Policy Document Tagging Services

Document tagging plays a critical role in policy generation and document automation. Proper tagging ensures policy information automatically populates into policy documents, schedules, declarations, endorsements, and supplemental forms.

Our team supports:

  • Policy Data Mapping
  • Document Tagging
  • Dynamic Field Population
  • Coverage Data Population
  • Schedule Population
  • Policy Information Mapping
  • Document Automation Support

Accurate document automation often depends on properly configured Policy Document Tagging Services that automatically populate policy data into forms and endorsements.

Rules and Conditions Configuration

As insurance programs become more complex, business rules determine when forms should be included, excluded, or modified within policy packages.

Selectsys supports:

  • Conditions Configuration
  • Business Rules Configuration
  • Eligibility Logic
  • State-Specific Rules
  • Carrier-Specific Requirements
  • Policy Package Logic
  • Program-Specific Requirements

Many organizations also require Rules and Conditions Configuration to control when forms should be included or excluded from policy packages.

Forms Ordering and Sequencing

Policy packages often require specific document ordering to meet carrier standards, regulatory requirements, and internal operational guidelines.

Our specialists manage:

  • Policy Package Sequencing
  • Form Ordering
  • Carrier Requirements
  • State Requirements
  • Program Standards
  • Documentation Consistency

Many insurance organizations rely on Forms Ordering and Sequencing Services to ensure policy documents are delivered in the correct order and aligned with carrier and regulatory standards.

Program Implementation and Launch Support

Launching a new insurance program often requires significant configuration work before production deployment.

Selectsys assists organizations with:

  • New Program Launches
  • New Carrier Implementations
  • New State Rollouts
  • New Product Rollouts
  • Forms Setup
  • Rules Setup
  • Tagging Setup
  • User Acceptance Testing
  • Production Deployment

Whether launching a single program or expanding an existing portfolio, our team helps accelerate implementation timelines while reducing operational risk. Many organizations leverage Program Implementation and Launch Support to coordinate forms, tagging, testing, deployment activities, and overall implementation readiness.

Managed IMS Services

Many MGAs and wholesalers prefer to outsource IMS administration rather than maintain internal specialists dedicated to platform configuration and maintenance.

Selectsys provides ongoing managed services including:

  • Configuration Requests
  • Forms Maintenance
  • Tagging Updates
  • Program Changes
  • Carrier Updates
  • Production Support
  • Documentation Management
  • Operational Administration

Our team functions as an extension of your operations department, helping ensure policy documentation remains accurate and compliant as programs evolve. Organizations looking to reduce internal administrative workload often leverage Managed IMS Services for ongoing support.

Why Insurance Organizations Choose Selectsys

Insurance Focused

Our teams work exclusively within insurance operations, underwriting support, policy administration, and insurance technology environments.

Experienced Program Support Teams

We understand the operational requirements involved in launching and maintaining MGA, wholesaler, carrier, and program business.

Scalable Delivery Model

Support resources can scale based on project requirements, implementation timelines, and ongoing operational needs.

Operational Efficiency

Organizations gain access to specialized insurance administration expertise without hiring and training dedicated internal resources.

Extension of Your Team

Selectsys integrates with existing operations teams and workflows to provide flexible support across implementation and production environments.

FAQs

IMS support services include forms configuration, document tagging, rules management, sequencing, program implementation, testing, and ongoing administration of IMS environments.
Yes. Selectsys supports program implementation projects including forms setup, tagging, rules configuration, testing, deployment, and ongoing administration.
Yes. We provide managed IMS services for organizations that require ongoing support for forms, tagging, documentation, and configuration maintenance.
Yes. Our teams support multi-carrier, multi-state, and multi-program environments.
MGAs, wholesalers, carriers, program administrators, underwriting organizations, and insurance operations teams frequently utilize IMS support services.

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