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Policy Administration BPO Services That Scale With You

Policy servicing is the heartbeat of insurance operations. Every delay in issuance, renewal, or endorsement hurts client satisfaction and compliance. Selectsys provides embedded policy administration BPO teams that execute directly in AMS360, Applied Epic, Expert Insured, and carrier portals, ensuring faster turnaround, fewer errors, and measurable cost savings.

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What Policy Administration Tasks We Handle

  • Policy Issuance – prepare, validate, and issue policies inside your AMS and carrier portals.
  • Endorsements – process endorsements, validations, and confirmations with SLA-backed turnaround.
  • Renewals – manage renewal triggers, prep, documentation, and policy setup.
  • Cancellations & Reinstatements – handle full cycle from request intake to system updates.
  • Compliance & Documentation – ensure filings, forms, and attachments are audit-ready.
  • Backlog Cleanup – eliminate delays and bring accounts back to real-time servicing.

Policy admin tasks execute within the Issuance & Servicing node of our Operating Model.

Why Carriers and MGAs Outsource Policy Administration

  • Cost savings – reduce operating costs by 30–40% vs in-house staff.
  • Faster servicing – issuance, renewals, and endorsements processed same-day.
  • Scalable capacity – surge support during renewal season or high-volume periods.
  • Error reduction – dual QA framework reduces SLA breaches and E&O exposure.
  • Audit-ready visibility – dashboards track every policy action from request to completion.

Agency management system for MGAs, wholesalers and delegated Carriers and policy management system.

How Selectsys Delivers Policy Administration

  • AI-powered intake – GPT + OCR classify requests, route workflows, and pre-populate forms.
  • Embedded execution – work done directly in AMS360, Applied Epic, Expert Insured, and RQB.
  • SLA-backed delivery – most endorsements and renewals completed within 2–4 hours.
  • No-Charge SLA – backups step in if resources are unavailable, with no downtime billing.
  • Outcome-based pricing – predictable flat or workflow pricing, not hourly seat costs.

Who We Support

  • Carriers – eliminate servicing bottlenecks while improving compliance.
  • MGAs & Wholesalers – manage renewals and endorsements at scale.
  • Retail Brokers & Agencies – improve turnaround time without adding headcount.
  • Insurtechs – integrate policy servicing capacity into modern platforms.

Use Case Examples

  • A wholesaler reduced policy issuance turnaround from 10 days to same-day using Selectsys BPO.
  • A carrier eliminated renewal backlog by embedding a Selectsys policy admin team during Q4.
  • A retail broker saved 35% on admin costs while cutting E&O exposure with dual QA frameworks.

FAQs

Issuance, endorsements, renewals, cancellations, reinstatements, and compliance documentation.
Yes. We execute directly inside AMS360, Applied Epic, Expert Insured, and carrier portals.
Most standard policy servicing tasks are completed within 2–4 hours.
Selectsys clients typically save 30–40% compared to in-house staffing.
Selectsys provides trained backups under a No-Charge SLA, ensuring continuity without extra cost.

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Recommended Next Steps

If you want to understand how policy servicing connects to quoting, underwriting, intake, and downstream operational work, the following pages outline how each part of the Selectsys platform feeds into policy administration tasks.

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.

To understand how servicing, endorsements, and renewals fit into the broader workflow, the operating model page outlines how these actions move through the system.

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