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Back-Office Support for Carriers, MGAs, and Brokers

Insurance back-office work isn’t glamorous, but it makes or breaks efficiency, compliance, and cash flow. Selectsys provides end-to-end back-office BPO support designed for carriers, MGAs, wholesalers, and agencies. Our embedded teams execute directly inside AMS360, Applied Epic, Expert Insured, and carrier portals, backed by AI-driven intake, dual QA, and SLA-based delivery.

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What We Handle in Back-Office Support

Premium Accounting – invoicing, receivables, reconciliation, collections, bordereaux.
Carrier Downloads – daily retrieval, tagging, matching, and exception handling.
Audit Preparation – policy file reviews, compliance validation, documentation updates.
Data Cleansing – backlog cleanup, renewal triggers, and legacy data standardization.
Reporting & Analytics – SLA tracking, dashboards, and bordereaux reporting.
Document Management – classification, indexing, and storage across AMS and portals.

Why Carriers and MGAs Outsource Back-Office

Lower costs – cut back-office expenses by 30–40%.
Faster execution – downloads, reconciliation, and accounting handled daily.
Reduced errors – dual QA reduces compliance and audit risks.
Scalable teams – surge capacity during renewals, audits, or backlog spikes.
Transparent reporting – real-time dashboards track work status and SLA adherence.

How Selectsys Is Different

AI-powered reconciliation – GPT + OCR match transactions, detect exceptions, and reduce manual errors.
System-native delivery – work performed directly in AMS360, Applied Epic, Expert Insured, and carrier portals.
SLA-backed turnaround – daily downloads and reconciliations completed with measurable KPIs.
No-Charge SLA – if staff are unavailable, trained backups step in at no additional cost.
Outcome-based pricing – predictable flat or workflow pricing models.

Who We Support

Carriers – managing large-scale accounting, downloads, and compliance.
MGAs & Wholesalers – balancing multi-carrier transactions at scale.
Retail Agencies – eliminating backlogs in billing, downloads, and document handling.
Insurtechs – embedding back-office execution into digital-first platforms.

Use Case Examples

A carrier eliminated reconciliation backlogs and improved cash flow accuracy with Selectsys accounting support.
An MGA cut download processing time by 70% by embedding Selectsys into AMS360 workflows.
A retail broker improved compliance audit scores by outsourcing document prep and QC.

FAQs

What tasks are included in outsourced back-office support?

Premium accounting, reconciliation, downloads, audits, reporting, backlog cleanup, and document management.

Do you work in AMS360 and Applied Epic?

Yes. Our teams execute directly in AMS360, Applied Epic, Expert Insured, and carrier portals.

How often are downloads and reconciliations processed?

Typically daily, with SLA dashboards to track completion.

How much can we save on back-office operations?

Clients typically save 30–40% compared to in-house teams.

What if we experience spikes during renewals or audits?

Selectsys provides surge staffing and trained backups under a No-Charge SLA, so you never pay for downtime.

Recommended Next Steps

If you want to see how general administrative work supports quoting, underwriting, policy servicing, and claims activity, the pages below outline how back-office tasks connect to the broader Selectsys workflow.

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 see how administrative work supports the full lifecycle, the operating model page shows how each stage depends on accurate data and documentation.