Back-Office Renewal Help for Agencies in Shepherd

Trained BPO teams handle quoting, follow-ups, and binding - inside your AMS, no switching systems.

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Agencies in Shepherd are turning to Selectsys to handle policy renewals without adding headcount. Our insurance-trained BPO teams quote, communicate, and bind inside your existing AMS. No retraining. No missed renewals.

Learn how many retail agencies improve turnaround time by outsourcing policy renewal tasks to back-office BPO services.

Services

Renewal prep and quoting
Carrier/insured follow-up
SLA-backed turnaround
AMS360, Epic, Sagitta compatible

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

Read How5 Signs It’s Time to Outsource Your Policy Renewals

Client Reviews

Quote status, stale items, follow-ups-they send clean reports every week in Shepherd.

- Paul L., Compliance Head in Shepherd

We started in Shepherd with a 4-day pilot. Never looked back.

- Melissa V., Carrier Program Director in Shepherd

Our loss run triage in Shepherd, Montana is now automatic. They prep quotes and push to underwriters.

- Sarah W., Renewal Specialist in Shepherd, Montana

FAQ's

Absolutely. Our team coordinates with both parties using your system workflows.
Our BPO agents are insurance-trained, renewal-specialized, and dual-layer QA backed.
Inside your platform - Epic, AMS360, Sagitta - as embedded users.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

Whether you're supporting small businesses near Shepherd or writing coastal property risks in Shepherd, our renewal support helps you retain revenue. Policy Renewal Overview

We also support agencies across Montana. See All Montana Location

Ready to Streamline Renewals Without Changing Systems?

Let our trained renewal teams quote, follow up, and bind directly inside your AMS. No queues. No delays. No lost renewals.

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