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Download & Reconciliation Support for Insurance Agencies and MGAs

Carrier downloads, cleanup, and invoice matching-executed daily by our trained team directly inside your AMS.

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Your AMS is only as good as the data inside it. Selectsys provides trained teams to manage daily carrier downloads, tag policies, clean up exceptions, and reconcile transactions inside your AMS-like AMS360, Applied Epic, Expert Insured, Alice, or Sagitta.

We reduce errors, ensure your invoices match your book, and eliminate the repetitive burden of reconciling downloads line by line. Download reconciliation support is often part of a broader agency BPO model that aligns carrier downloads, policy lifecycle and billing workflows inside a structured operational framework.

What We Handle

Carrier download intake (eDocs & transactions)
Policy matching and tagging
Exception cleanup and resyncs
Reconciliation against invoices and statements

Suspense clearing and activity entry
Carrier statement follow-up and mismatch logging
Support across direct bill and agency bill workflows

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

Download exceptions used to slow us down daily. Now we don’t even think about them.

- A. Patel, Systems Admin

We finally have clean data, matched invoices, and no suspense buildup.

- J. Singh, Office Manager

Carrier downloads get tagged and reconciled within hours - not days.

- M. Torres, Service Lead

We caught more mismatches in the first week than our team saw all month.

- L. Wright, Accounting Specialist

AMS cleanup is real. Our book actually reflects what the carriers show.

- R. Banerjee, Ops Lead

FAQs

What is download reconciliation in insurance?

It’s the process of matching downloaded carrier transactions to the correct policies, invoices, and activities in your AMS.

What systems do you support?

AMS360, Applied Epic, Alice, Expert Insured, Sagitta, and custom MGA systems.

Do you handle eDocs and transactions?

Yes. We manage both types, including tagging, matching, and auditing.

Can you fix download exceptions?

Yes. We clean up and resync exceptions across all supported AMS platforms.

Do you reconcile direct bill and agency bill workflows?

Yes. We support both reconciliation types and flag mismatches for follow-up.

Can we assign this task to you daily?

Yes. We typically operate as your outsourced download & reconciliation team.

Do you log activity notes and suspenses?

Yes. We use your preferred logging and QA structure in your AMS.

What’s your average turnaround?

Most downloads are processed within 1-4 hours depending on volume.

Do you help with carrier statement audits?

Yes. We can review statements, resolve mismatches, and note discrepancies.

Can you backfill or clean up old mismatches?

Yes. We specialize in legacy data cleanup during onboarding.

How This Module Connects to the Full Insurance Lifecycle

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

RQB — Rate, Quote, Bind infrastructure supporting API, Excel, ISO, and AAIS driven rating engines.
Expert Insured — Full policy lifecycle management including issuance, endorsements, renewals, and servicing governance.
Premium Accounting — Insurance native accounting handling agency bill, direct bill, trust reconciliation, bordereaux, and premium finance workflows.
CoverPay — Installment billing and payment collection infrastructure allowing you to control your own merchant account without third party billing vendors.
Insurance BPO — Embedded operational execution across submissions, underwriting support, endorsements, renewals, accounting assistance, and policy servicing.

Each module can operate independently, but maximum efficiency is achieved when deployed together as a single lifecycle system.