Insurance BPO Workflow Support
From new business intake to renewals, our teams support the full policy lifecycle for MGAs, wholesalers, and carriers - inside your AMS.
Full-Service Insurance Operations for MGAs, Carriers & Wholesalers
We support the entire policy lifecycle - from quote prep and carrier follow-up to issuance, COIs, and renewals. Our embedded BPO teams work directly inside your AMS with SLA-backed workflows.
Expert Insured, AMS360, Applied Epic, Sagitta, MGA Systems, ALIS
See how this workflow fits the larger loop in our Operating Model.
Featured Workflows
New Business Intake
We intake new business submissions via email, portals, or drop folders. All documents are logged, filed, validated, and prepped for quoting.
- Used In:Epic, AMS360, Expert Insured, MGA Systems, Sagitta, ALIS
- Client Type:MGAs, Wholesalers, Carriers
- SLA:Submissions registered within 4 hours
Quote Preparation
We extract rating data, clean up applications, and fill quote templates. This accelerates carrier response and reduces underwriting friction.
- Used In:RQB, Applied Epic, EI, MGA Systems, Sagitta, ALIS
- Client Type:Underwriting teams at MGAs
- SLA:Quotes prepped in 24 hours or less
Endorsement Processing
We manage mid-term change requests - from validation and documentation to full endorsement entry and client delivery
- Used In:AMS360, Expert Insured, MGA Systems, Sagitta, ALIS
- SLA:Endorsements completed within 4 hours
Use Case: One wholesaler eliminated a 3 - week endorsement backlog by embedding a 2-person Selectsys team into Epic with 4-hour SLA support.
COI Issuance
We generate, review, and deliver Certificates of Insurance - on-demand or in batches - based on compliance checklists and binder status.
- Used In:Applied Epic, Expert Insured, MGA Systems, Sagitta, ALIS
- SLA:Same-day COI delivery for approved requests
Renewal Triggering & Prep
We track upcoming renewals, trigger them via system workflows, gather updated exposure info, and prepare submissions to market.
- Used In:EI, Epic, AMS360, MGA Systems, Sagitta, ALIS
- Client Type:MGA renewal teams
- SLA:Renewal triggered 60-90 days out
Policy Issuance
We review carrier-issued policy documents, validate against quotes/binders, and issue to clients with complete documentation.
- Used In:All AMS platforms including MGA Systems, Sagitta, ALIS
- SLA:24-48 hours from carrier to client
Carrier Submission Follow-Up
We track submissions sent to carriers and follow up to ensure turnaround SLAs are met. Escalations are logged and reported daily.
- Used In:EI, AMS360, Epic, MGA Systems, Sagitta, ALIS
- SLA:Daily log updates; escalations within 48 hours
Bind Confirmation & Setup
We confirm bind status with carriers, ensure compliance docs are in place, and update systems for invoicing, setup, and downstream workflows.
- Used In:EI, AMS360, Epic, MGA Systems, Sagitta, ALIS
- SLA:Binds confirmed and entered within 24 hours
Email & Document Management
Our teams monitor shared inboxes, tag inbound emails, file attachments to client records, and escalate items requiring human review.
- Used In:EI, AMS360, Epic, MGA Systems, Sagitta, ALIS
- SLA:100% of emails tagged/sorted within 4 hours
Backlog Cleanup & Reconciliation
We help clients work through backlog - endorsements, renewals, audits, or COIs - while reconciling documentation across systems.
- Used In:EI, AMS360, Epic, MGA Systems, Sagitta, ALIS
- Use Case:Cleanup before tech migration or audit
- SLA:Based on volume (typically 1 week per 100 cases)
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
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 operational work aligns with quoting, underwriting, and policy administration, the operating model page explains how the full workflow is designed.
Ready to Streamline Your Insurance Ops?
Start a pilot or request a walkthrough of how we support quoting, servicing, and renewals-fully embedded in your systems.
Request a DemoHow This Service Connects to the Core Platform
This service operates within the connected Selectsys insurance infrastructure. Operational execution is fully aligned with the technology backbone.
- RQB: Rating and bind infrastructure for commercial and specialty lines.
- Expert Insured: Policy lifecycle system managing issuance, endorsements, and renewals.
- Premium Accounting: Insurance native accounting for agency bill, direct bill, trust, and reconciliation.
- CoverPay : Installment billing and payment collection infrastructure using your own merchant account.
- Insurance BPO: Embedded teams executing submissions, underwriting support, servicing, and compliance.
Operational services are most effective when integrated directly with the core platform capabilities.
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