Agency Management Systems
Quote & Bind Platforms
BPO Services
Launching an MGA or new program? Get our Starter Package - RQB + Expert Insured + BPO Pods.
Trained teams handle COI intake, validation, issuance, and delivery - directly in your AMS, no ticketing delays.
Running an insurance agency in West Lebanon 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.
Templates and holder requirements are handled end-to-end.
AMS-native steps reduce swivel-chairing and mistakes.
Rush requests are tracked so urgency doesn’t break the process.
COIs are prepared, QA’d, and delivered within predictable windows.
COI Processing highlights how automated COI support improves turnaround and compliance.
We also support agencies across New York. See All New York Location
We’ve supported agencies across USA. and the West Lebanon metro area with high-volume COI workflows-especially in construction, transportation, and real estate accounts.
In West Lebanon, New York certificate requests often stack up because every broker, insured, and vendor sends them in different formats. COI Processing Support helps West Lebanon teams handle these requests quickly, but the real strength comes when COIs are tied into the Selectsys operating model.
RQB ensures underlying policy rating rules are clean before COIs are issued. Expert Insured keeps policy details exact so certificates pull from accurate data. AI OCR & Submission Automation organizes incoming COI requests, and AI Assist helps your West Lebanon staff record actions consistently. With the Value Flywheel, each part of the workflow — intake, policy, automation, BPO — reinforces the next, making certificate handling smoother month after month.
If you want a smaller entry path, the Starter program helps West Lebanon teams adopt core platform components before expanding.
Your broader servicing workflow can also plug into Insurance BPO, AI BPO, Policy Renewal Support, Endorsement Support, Download & Reconciliation, Submission Triage Support, and FNOL Support. Local agencies in West Lebanon rely on Retail Agency Support, while platform transitions use Applied Epic Support and AMS360 Support. Larger operations expand using Underwriting Support Outsourcing, Policy Administration BPO, Claims Processing Outsourcing, and complete Back Office Support.
For teams in West Lebanon, COI Processing Support delivers the most value when it lives inside the Selectsys ecosystem.
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.
To understand how certificates fit into the wider servicing process, the operating model page explains how COI work connects to endorsements and policy updates.