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Insurance BPO

COI Processing Support That Keeps You Moving

Trained teams handle COI intake, validation, issuance, and delivery - directly in your AMS, no ticketing delays.

What Selectsys Delivers

COI intake via email or portal
Document validation and flagging missing info
Template selection + carrier rules logic
PDF generation, e-delivery, and tracking
Audit trail for compliance and QA

Handling Certificates of Insurance (COIs) is one of the most time-consuming and error-prone tasks in an insurance agency’s back office. At Selectsys, we offer dedicated COI processing teams who work inside your AMS, CRM, or agency system. From intake and validation to issuance and delivery, we streamline the entire process-helping you respond faster and reduce compliance risk. COI processing support often operates as part of a structured agency BPO service model for P&C agencies requiring consistent documentation and turnaround benchmarks.

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.

Why COI Processing Slows You Down

Manual validation of Insurance formsTime-sensitive client requestsTracking of additional insured, waiver of subrogation, and holder languageCross-referencing carrier approvalsDelivery across email, portals, and document centers

System Integration Options

AMS360, Applied Epic, HawkSoftSalesforce and CRM workflowsDirect integration via API or secure intake

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

Our COI turnaround went from 2 days to under 4 hours.

- Sandra C., Ops Lead

Contractors used to hound us - now it’s quiet. That says everything.

- Robert E., Account Manager

No more chasing templates or forms. They just handle it.

- Priya R., Service Staff

The system integration was seamless. No extra logins.

- Kevin R., Systems Admin

We onboarded in 4 days and were live the next Monday.

- Tyler B., Office Manager

FAQs

What types of COIs does Selectsys process?

We process requests for liability, workers’ comp, and other coverages using client-approved formats and standard industry templates.

Do you process rush COI requests?

Yes. Most rush requests are fulfilled in 2-4 hours with proper documentation.

How does Selectsys integrate with our AMS?

We work directly inside AMS360, Epic, or your chosen system-no outside ticketing required.

What if a client provides incomplete information?

Our intake teams are trained to flag missing items and route back with detailed follow-up.

Is there a QA process for COIs?

Yes, every certificate goes through a dual-layer QA before delivery.

Can you track when a COI is sent or viewed?

Yes. If sent via email or portal, we include delivery logs in your reporting.

Can I white-label COI delivery under my agency name?

Yes. All communications can carry your brand, including PDF templates and email headers.

Do you support bulk COI requests (e.g., for construction)?

Absolutely. We handle batch COIs with carrier-specific logic and holder merge tools.

What hours are your COI teams available?

We offer 24/5 coverage, with U.S. overlap for same-day delivery.

Do you handle COIs for renewals and endorsements?

Yes. We manage renewal cycles and any midterm COI issuance.

COI Processing Support Services By Location

Agent Support Services helps near you? View All Locations

To understand how certificates fit into the wider servicing process, the operating model page explains how COI work connects to endorsements and policy updates.

Many agencies struggle to stay ahead of daily certificate requests. Our blog on eliminating the COI backlog outlines how we handle this inside your AMS.
COI Processing highlights how automated COI support improves turnaround and compliance.
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.

Let us handle the rush.

COI handling sits in the Issuance & Servicing node of the Operating Model.

Start your COI processing demo now.

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.

Each capability can operate independently, or connect with the others as the operation requires.