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, clearance, quoting prep, binder follow-up
Underwriting Support Data entry, Insurance Forms validation, loss run handling, quote prep
Policy Admin Issuance, endorsements, renewals, cancellations, reinstatements
Claims Support FNOL intake, status updates, carrier uploads
COIs Certificate generation, validation, emailing, tracking
Carrier Downloads Daily retrieval, tagging, and upload into AMS
Accounting Support Premium invoicing, reconciliation, collections, bordereaux
Audits & QC Premium audit support, file reviews, process scoring, documentation 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.

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%.

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Scaling Support During Peak Season

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

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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.

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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."

FAQ's

SOC 2 Certified

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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