COI Processing Support in Ocala, FL

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

Running an insurance agency in Ocala means juggling daily client requests, and COIs are often the most urgent. Selectsys gives you a dedicated team of insurance-trained professionals who manage COI requests directly inside your agency system-whether it’s AMS360, Epic, or something else.

Our team helps you meet turnaround targets, comply with carrier-specific rules, and avoid costly errors. From issuing additional insured endorsements to handling waiver requests, we streamline everything so your team can focus on higher-value work.

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.

Why Teams Choose Selectsys

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

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

- Priya R., Service Staff in Ocala

The system integration in Ocala was seamless. No extra logins.

- Kevin R., Systems Admin in Ocala

Turnaround, tracking, delivery - it all works. Very impressed.

Jessica H., Admin Lead in Ocala

FAQ's

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

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

Can you use our existing email box to process COIs?

Yes. We can route all submissions from your existing client-facing inbox.

Do you support COI naming conventions for project-specific jobs?

Yes, including additional insured, job site location, and waiver logic.

COI Processing highlights how automated COI support improves turnaround and compliance.

We’ve supported agencies across USA. and the Ocala metro area with high-volume COI workflows-especially in construction, transportation, and real estate accounts.