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From new business intake to renewals, our teams support the full policy lifecycle for MGAs, wholesalers, and carriers - inside your AMS.
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 Value Flywheel.
We intake new business submissions via email, portals, or drop folders. All documents are logged, filed, validated, and prepped for quoting.
We extract rating data, clean up applications, and fill quote templates. This accelerates carrier response and reduces underwriting friction.
We manage mid-term change requests - from validation and documentation to full endorsement entry and client delivery
Use Case: One wholesaler eliminated a 3 - week endorsement backlog by embedding a 2-person Selectsys team into Epic with 4-hour SLA support.
We generate, review, and deliver Certificates of Insurance - on-demand or in batches - based on compliance checklists and binder status.
We track upcoming renewals, trigger them via system workflows, gather updated exposure info, and prepare submissions to market.
We review carrier-issued policy documents, validate against quotes/binders, and issue to clients with complete documentation.
We track submissions sent to carriers and follow up to ensure turnaround SLAs are met. Escalations are logged and reported daily.
We confirm bind status with carriers, ensure compliance docs are in place, and update systems for invoicing, setup, and downstream workflows.
Our teams monitor shared inboxes, tag inbound emails, file attachments to client records, and escalate items requiring human review.
We help clients work through backlog - endorsements, renewals, audits, or COIs - while reconciling documentation across systems.
If you want to understand how operational workflows connect to the rest of the Selectsys platform, the following pages outline how quoting, intake, automation, underwriting, and servicing all integrate with BPO operations.
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.
Start a pilot or request a walkthrough of how we support quoting, servicing, and renewals-fully embedded in your systems.
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