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Insurance Agency Support

Back-Office Support for Insurance Agents Using AMS360, Epic & More

Name: Selectsys
Address: US

Trained BPO teams that handle COIs, endorsements, downloads, renewals, and more - inside your system.

Independent agents and small agencies are drowning in admin - COIs, endorsements, carrier downloads, cancellations, and audits. Selectsys provides trained back-office support embedded inside your system (AMS360, Epic, or custom tools), so you can focus on selling while we handle the service.

No virtual assistants. No outsourcing black holes. Just insurance-trained staff doing the work right - in your system, under your control.

Structured Agency BPO Services

Selectsys provides structured agency BPO services that extend beyond individual workflow support to unify endorsements, renewals, billing and compliance execution inside one coordinated operational framework.

Tech Expertise

We support all major agency platforms:

AMS360

Applied Epic

Custom CRMs / portals (via secure access)

End-to-End Policy Servicing for Insurance Agents

COI Processing

Intake, validate, generate, send - inside AMS or CRM

Endorsements

Mid-term changes, entry, confirmation, form delivery

Downloads

Carrier portal to AMS matching, tagging, reconciliation

Claims Intake

FNOL logging, status tracking, loss run processing

Renewals

Reminder setup, quote prep, term updates, issuance follow-up

Cancellations & Reinstatements

Request processing, NOC/NOR updates, compliance tracking

Audit Prep

Schedule management, form gathering, QA

Accounting Tasks

Premium follow-ups, past-due logs, collections tracking

Request a Demo Talk to Our Team

How It Works

Onboard

We set up SOPs and logins into your system

Assign Work

You assign via email, AMS queues, or shared tracker

We Execute

Our trained staff work inside your platform, fully auditable

You Review

You get daily logs or access real-time task dashboards

Who We Support

Retail agencies with 1-20 employeesProducers using AMS360 or Applied EpicSmall agencies scaling without hiringStartups needing short-term operational helpAgencies drowning in service tasks (COIs, downloads, renewals)

Why Agencies Choose Insurance Back Office Support Services

Insurance back office support improves turnaround time, reduces backlog, and allows agency teams to focus on production and client servicing.

100% insurance trained team not general virtual assistants
Fast turnaround with most tasks completed within hours
Works directly in your AMS with no portals or spreadsheets
Scalable support with flat rate pricing not hourly
Easy onboarding with first month free and no commitment
Built for agents so you can focus on servicing and selling

Client Reviews

Selectsys handles our endorsements better than our in-house team ever did.

- Erica R., Account Manager, P&C Agency

We had a 3-day COI backlog - they cleared it in one afternoon.

- Tom B., Office Manager, Independent Agency

Fast, accurate, and inside our AMS360. Game changer for our renewal ops.

- Susan D., Commercial Lines CSR

Honestly? I was skeptical. Now I can’t imagine running this office without them.

- Mike C., Agency Principal

Their team works so seamlessly in our system - it feels like they’re right down the hall.

- Angela F., Personal Lines Lead

FAQs

Can I start with just one task like COIs?

Yes. Many agents start with COIs or endorsements and scale from there.

Do you access my AMS directly?

Yes. We work inside your AMS with full audit logs and controlled user roles.

What’s the typical turnaround time?

Most tasks are completed within 2-4 hours, with daily status updates.

How is this different from a virtual assistant?

Selectsys agents are insurance-trained and work directly inside your AMS with full QA and auditability. No generic VAs or offshore assistants.

General Agent Outsourcing By Location

General Agent Outsourcing helps near you? View All Locations

Not sure where to start? Read our guide on what to offload first in an Insurance BPO partnership to help independent agents prioritize impact
Top 5 Insurance Workflows Agencies Are Outsourcing Today - and Why It Works.
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.
For a broader look at how GA operations fit into underwriting, quoting, and servicing, the operating model page outlines the entire workflow.

Outsource Your Service Work - Without Losing Control

From COIs to renewals, let us handle the service load while you focus on growth.

Start Your Free Month

Connected Across the Insurance Lifecycle

Selectsys operates as a connected insurance infrastructure. Each component supports a different part of the policy lifecycle while remaining fully connected inside one operating system.