Insurance BPO Built for Policy Lifecycle Execution

Embedded teams. AI-powered workflows. Full-cycle execution for MGAs, wholesalers, and carriers.

What We Handle: End-to-End Services

Area Tasks Covered
New Business Submission intake (email/portal → AMS), clearance, quote prep, binder follow-up inside AMS360/Epic/EI
Underwriting Support Data entry, Insurance Forms validation, loss runs, appetite checks, quote/indication prep
Policy Admin Issuance, endorsements, renewals, cancellations, reinstatements with field-level QA and audit logs
Claims Support FNOL intake, validation, carrier portal submissions, status updates
COIs Certificate generation in AMS, validation, emailing, tracking (2–4 hour turnaround)
Carrier Downloads Daily retrieval, tagging, matching to accounts/policies; exception handling
Accounting Support Premium invoicing, reconciliation, collections, bordereaux prep
Audits & QC Premium audit support, file reviews, process scoring, SOP updates

Scaling insurance operations isn’t about adding people - it’s about execution. Selectsys BPO embeds trained teams inside your systems to handle every part of the policy lifecycle: quoting, COIs, endorsements, renewals, audits, and more.

With real-time dashboards, defined SLAs, and optional AI automation, we give you scale, accuracy, and visibility - without compromising compliance or control.

Why Selectsys vs Offshore Staffing

Automation-first execution

GPT + OCR triage emails and documents, auto-route tasks, and pre-populate fields before a human touches the work, cutting 40–60% of manual lag.

In-system delivery (no spreadsheets)

We execute directly in AMS360, Applied Epic, Expert Insured, RQB, and carrier portals. Every action is auditable and visible on your side.

Sub-4-hour SLAs on standard tasks

COIs, endorsements, and routine admin complete within hours, not days, with dual QA and dashboards.

No-Charge SLA for sick coverage

If an assigned resource is unavailable, trained backups step in automatically. You are not billed for downtime, ever.

Outcome-based pricing

Flat monthly or workflow pricing tied to delivered execution, not per FTE seat time.

Who We Support

MGAs and Wholesalers managing multi-carrier volume
P&C Carriers and Delegated Authority teams
Retail Agents needing operational muscle
Insurtechs looking to extend capacity through process execution

How We Work

Discover

We learn your workflows, platforms, and volume needs

Document

We build SOPs, login credentials, and QA frameworks

Dry Run

We parallel-run a subset of tasks

Deliver

We go live, fully embedded, with dashboards and reporting

Explore Related Workflows

Looking for ways to bridge the underwriting talent gap? Read how our embedded BPO teams help MGAs overcome the skilled labor shortage.

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

Insurance BPO Case Studies

Real-world examples of how MGAs, wholesalers, and carriers scale operations with Selectsys BPO support.

Effortless Task Offload for a Large Retail Broker

A national broker offloaded COIs, audits, and endorsements with a dedicated Selectsys team, cutting backlog by 75%.

Read Full Case Study
Scaling Support During Peak Season

One MGA doubled submission volume during Q4 without hiring-thanks to Selectsys BPO's flexible capacity.

Read Full Case Study
From Backlog to Real-Time Servicing

A wholesaler struggling with 2-week delays moved to same-day turnaround on quotes and renewals within 30 days of onboarding.

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Embedded Team Reduces SLA Breaches

A carrier with compliance issues used Selectsys to embed QA-audited BPO staff, reducing SLA breaches by 60% in 90 days.

Read Full Case Study

What Our Clients Say

Hear directly from industry leaders about their experience working with Selectsys BPO teams and technology solutions.

DUAL North America

DeChelle Summers, COO
Rebecca Taub, Operations Manager

"It is so easy for Selectsys to onboard new work! We have yet to have a problem. Everything always seems to go quite smoothly."

Enforce Coverage Group

Pat Scanlon, Partner
Pat Ryder, Partner

"I believe Selectsys is probably one of the most vital pieces of our business! We just find that the way they go about their business is second to none."

FAQs

We are apart of

SOC 2 Certified
Insure Tech NY

Let Selectsys Power Your Policy Operations

Get 30-40% cost savings, faster execution, and audit-ready operations - without changing your AMS.

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