This text is a part of a sponsored collection by Knowledgeable Insured.
Working a rising insurance coverage company as we speak means juggling quote requests, endorsements, COIs, obtain reconciliation, coverage servicing, and more-all whereas making an attempt to reply rapidly to shoppers and retain your e-book. However with staffing shortages, rising prices, and heavy system work, many businesses discover themselves overwhelmed.
That’s why extra businesses are outsourcing again workplace assist to a specialised associate like Selectsys.
What Does “Agent Help” Truly Imply?
At Selectsys, Agent Help means changing into an extension of your inside team-handling duties instantly inside your AMS so that you don’t should depend on spreadsheets, shared folders, or exterior portals.
We work inside platforms like AMS360, Utilized Epic, Hawksoft, and more-so you possibly can assign work similar to you’ll to an inside staff member.
Discover full providers on our Normal Agent Help web page.
What We Deal with for Companies
Our staff helps:
- Certificates of Insurance coverage (COI) processing
- Endorsement requests
- FNOL consumption and logging
- Renewal prep
- Obtain matching and reconciliation
- Coverage doc administration
- Assertion dealing with and invoicing
Want extra specialised assist? We additionally help with submission prep, audit follow-ups, and accounting workflows.
Discover our COI Processing Help and Endorsement Processing options.
Take a look at Case: COIs With out the Chaos
Consumer: Regional business traces company with 15+ CSRs
Downside: Dealing with 100+ COIs per day with fixed rework, delays, and producer complaints
Resolution:
- Selectsys embedded 2 devoted COI processors instantly into their AMS
- COIs routed by way of inside CSR task guidelines
- Turnaround SLAs established: <2 hours for same-day COIs
Outcomes:
- 75% quicker COI turnaround
- Inner CSRs freed up for renewals and servicing
- Complaints dropped by 90% inside 30 days
Why Outsourcing Works (When Achieved Proper)
Most company leaders hesitate to outsource as a result of they’ve seen it achieved wrong-offshore assistants working in shared Google Sheets or needing fixed handholding.
With Selectsys, the mannequin is completely different:
- We work inside your AMS
- You get named, devoted workers
- Flat-rate pricing, no hourly clock
- We align to your inside course of, not the opposite approach round
Find out how we assist Retail Insurance coverage Companies.
FAQs
Do I want to alter my present AMS or workflow?
No. We work inside your system (AMS360, Epic, and so on.) and adapt to your present course of.
Are the workers full-time or project-based?
You get devoted workers assigned to your account, out there day by day similar to inside workers.
What’s included in onboarding?
We doc your course of, run a dry run, after which go reside. Most businesses are up and working in 5–7 days.
Is there a long-term contract?
No. Month-to-month, with the primary month free for many engagements.
Can you’re employed instantly with our carriers or distributors?
Sure, if wanted. We routinely talk with carriers to acquire lacking data or resolve obtain points.
Remaining Ideas
Again workplace quantity shouldn’t cease you from rising your company. With Selectsys, you get a ready-to-go staff that works inside your system, understands insurance coverage, and delivers outcomes.
Able to release your inside staff? Let’s speak.
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