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Selectsys
SelectRateISO Rating PlatformExplore SelectRate →
CoverPayInsurance Payments, Simplified.Explore CoverPay →
INTAKEUNDERWRITINGSERVICINGACCOUNTINGCLAIMSINVOICEACHCARDSETTLEDPREMIUMCOMMISSIONFEESCARRIER PAYABLERECONCILEDQUOTEBOUNDISSUEDRENEWISO FOUNDATIONCARRIER PRICINGPROGRAM RULESRATED PREMIUMSUBMISSIONMARKETSQUOTEDREFERBINDCOLLECTACCOUNTMANAGERATECONNECTEXECUTESelectConnectCONNECT & QUOTESelectRateRATE & CONFIGUREExpert InsuredMANAGE THE POLICYPremium AccountingACCOUNT & RECONCILECoverPayCOLLECT & SETTLEInsurance BPOEXECUTE THE WORK
Insurance platform & BPO

A Full Service
Ecosystem
for MGAs, Wholesalers, and Carriers

Insurance-native platforms across distribution, rating, AMS, accounting, payments and BPO. Deploy what you need independently or run your entire operation on one connected system.

  • SelectConnectConnect & quoteCONNECT
  • SelectRateRate & configureRATE
  • Expert InsuredManage the policyMANAGE
  • Premium AccountingAccount & reconcileACCOUNT
  • CoverPayCollect & settleCOLLECT
  • Insurance BPOExecute the workEXECUTE
120+MGAs, wholesalers and carriers
15+Years in insurance operations
7–10Business days to a pilot
The shift

From Fragmented Systems to an Insurance-Native Operating Model

Separate rating vendor. Separate AMS vendor. Separate accounting tool. Separate payment provider. Separate outsourced servicing firm. Multiple integrations, multiple contracts, fragmented accountability.

RATING VENDORLegacy ratingAMS VENDORAgency AMSFINANCE TOOLAccountingPAYMENT GATEWAYPaymentsSERVICING FIRMBPO vendorEXPORTREKEYIMPORTMANUALRECONCILEWHAT YOU’RE RUNNING TODAYONE SUBMISSIONCONNECTSelectConnectRATESelectRateMANAGEExpert InsuredACCOUNTPremiumAccountingCOLLECTCoverPayEXECUTEInsurance BPOWHAT CHANGES WITH SELECTSYSEntered once. Connected outward. No rekeying, no re-integration, no vendor gaps.

What you’re running today

  • Legacy rating platform
  • Retrofit agency AMS forced into MGA / wholesale workflows
  • Non insurance-native accounting
  • Generic payment processor
  • Disconnected BPO vendors
  • Submissions rekeyed between all of them

What changes with Selectsys

  • One submission entered once, connected outward
  • Rating from the sources each program actually needs
  • Policy lifecycle built for delegated authority, not retrofitted
  • Trust accounting, bordereaux and reconciliation built in
  • Installment billing through your own payment gateway
  • Operational teams executing inside your workflows

Multiple systems. Multiple handoffs. No control.

One operating model. Full operational control.One submission · six capabilities

The platform

One Insurance Ecosystem. Built to Work Together.

Start with what you need. Connect more as your operation grows. From distribution and rating through policy administration, premium accounting, payments and operational execution, Selectsys platforms connect the insurance lifecycle without forcing you into a single system.

01  /  Distribution & connectivity

SelectConnect

with RQB rate, quote & bind

Enter the submission once and connect it outward: RQB rate, quote and bind workflows, carrier APIs, rating sources, data, appetite, underwriting and policy systems.

Explore SelectConnect →
One submissionentered once
CARRIER APIS API
RATING SOURCES ISO
APPETITE & DATA RULES
POLICY SYSTEMS API

RQB returns rate, quote & bind results

RQB quote comparison returning bindable and review quotes side by side
02  /  ISO rating platform

SelectRate

Rate & configure

Configure carrier pricing, program rules and deviations on current ISO content, with effective-dated versions and a full rating trace. Runs standalone, or connects into SelectConnect. Explore SelectRate →

Program
GENERAL LIABILITY
Configuration
EFFECTIVE 07 / 01VERSION 3
CLASS CODESTATELIMITTRACEABILITY ON
RuleBasisFactorStatus
Base rate — ISO loss costISO contentACTIVE
Carrier deviationCarrier filedACTIVE
Program rule — class eligibilityProgramREVIEW
Increased limit factorISO contentACTIVE
Schedule modificationUnderwriterPENDING
Rating trace

ISO foundation appliedcurrent content

Carrier pricing appliedfiled deviation

Program rules evaluatedeligibility & referral

Rated premium returnedeffective-dated

Policy administrationMGA & wholesaleENDORSEMENT IN PROGRESSISSUED
QUOTE
BIND
ISSUE
ENDORSE
RENEW
TransactionDocumentState
Policy issuanceCOMPLETE
Certificate requestCOMPLETE
Mid-term endorsementIN REVIEW
Renewal preparationSCHEDULED
03  /  Policy administration

Expert Insured

Manage the policy

Issuance, endorsements, renewals and servicing built for MGA and wholesale operations rather than retrofitted from agency software.

Explore Expert Insured →
04  /  Financial infrastructureTwo platforms. One money trail.

Premium Accounting

Insurance accounting
RECONCILED
Premium bookedTRUST
CommissionSPLIT
Fees & taxesAPPLIED
Carrier payableBORDEREAU
Trust · bordereaux · reconciliationIN BALANCE

Trust accounting, bordereaux, commissions and reconciliation built for insurance rather than adapted from general ledger software. Explore Premium Accounting →

CoverPay

Insurance payments
SETTLED
Invoice issuedSCHEDULE
Installment 1 of 4ACH
Installment 2 of 4CARD
Remaining scheduleUPCOMING
Your gateway · your merchant accountSETTLED TO TRUST

Installment billing, premium collection and payment operations running through your own gateway, not a generic processor. Explore CoverPay →

Insurance BPO

Technology alone does not execute every insurance workflow. Selectsys combines connected insurance technology with experienced insurance operations teams where human execution is still required.

Technology Where It Fits. Insurance People Where It Matters.

Not a generic outsourcing desk, and not a chatbot: insurance people executing in your systems, to your service levels, across the whole policy lifecycle.

Technology assists

Insurance people execute

01

Submission & Quote Support

02

Underwriting Support

03

Policy Servicing

04

Endorsements & Renewals

05

Premium Accounting Support

06

Claims & Back-Office Operations

Built forMGAs · delegated authority executionCarriers · no transfer of underwriting authorityWholesalers · multi-carrier placement support
Capability breadth

Built Across Commercial & Specialty Insurance

Selectsys runs programs across commercial and specialty lines, bureau and proprietary rating, carrier connectivity and underwriting operations.

General LiabilityGL
Workers CompensationWC
Commercial PropertyProperty
BusinessownersBOP
Commercial AutoAuto
CyberCyber
Specialty ProgramsProgram structures
Bureau ratingISO content · SelectRate
Proprietary ratingAAIS & program rates
Carrier connectivityAPI & non-API
UnderwritingWorkbench · appetite
Policy & accountingIssuance · trust
Insurance operationsEmbedded BPO
Proof

What Our Clients Say

Trusted by MGAs, wholesalers and carriers using Selectsys to quote, issue and scale.

120+MGAs, wholesalers and carriersTrusted by
15+Years in insurance operationsTrack record
60%Reduction in quote timeNEC Specialty
1,000+Hours saved per yearSIU
95%+Accuracy after deploymentSIU
NEC Specialty InsuranceCase study

NEC Specialty: one quoting and underwriting workflow

RQB + RQB Web Services + Expert Insured + BPO support

  • 60% reduction in quote time
  • Rekeying eliminated between systems
  • Operations accelerated across multiple lines of business
With Selectsys, we implemented RQB, RQB Web Services, Expert Insured, and BPO support to streamline our entire quoting and underwriting workflow. We’ve reduced quote time by 60%, eliminated rekeying, and significantly accelerated our operations across multiple lines of business.
NEC Specialty Insurance
SIUCase study

SIU: from inbox chaos to execution clarity

Expert Insured + AI gatekeeping + embedded BPO

  • 1,000+ hours saved per year
  • Auto-routed submissions and endorsements
  • 95%+ accuracy after deployment
  • Underwriters now focus on quoting, not sorting emails
This is exactly the kind of automation we’ve been waiting for — accurate, practical, and delivering ROI from day one.
CFO, SIU
See more case studies →
RQB lets us rate, quote, and bind both personal and commercial lines in one continuous flow. No handoffs. No rekeying. With API carrier integrations and ISO-based platforms like Netrate, plus support from Selectsys BPO across new business, underwriting, and renewals, we’ve streamlined operations end to end.
WholesureBrian Fischer, Managing Director
Operating with
WholesureBrown & Brown InsuranceJ&JDualBeatSIUSimonISCAegisBass
We are a part of
Target Markets MemberWSIA MemberSOC 2 CertifiedInsureTech NYAAIS PartnerIMUA

Trusted by 120+ MGAs, wholesalers, and carriers. More than 15 years in insurance operations, from BPO, RQB and Expert Insured to the connected platform Selectsys runs today.

Common questions

Common Questions About Replacing AMS, Rating, and BPO Vendors

Do I need separate AMS rating and BPO vendors?

No. Selectsys can bring these functions together in one coordinated operating model while still letting you deploy only what you need. Expert Insured handles policy lifecycle management, SelectConnect handles distribution and connectivity, RQB handles rate, quote and bind workflows, SelectRate provides ISO rating, and Insurance BPO executes operational work inside your workflows.

What is SelectConnect, and how does it relate to RQB?

SelectConnect is the Selectsys distribution and connectivity platform: one submission entered once and connected to carrier APIs, rating sources, data, appetite rules, underwriting workflows and policy systems. RQB is the rate, quote and bind workflow within SelectConnect, connecting that submission to the rating and market paths a program needs.

Can Selectsys replace my current AMS?

Yes. Expert Insured by Selectsys supports delegated issuance, workflow governance, rating integration, premium accounting visibility, and scalable multi carrier program management.

Can I switch Insurance BPO providers without changing my system?

Yes. Selectsys Insurance BPO can operate inside your existing workflows. Many MGAs transition execution layers without replacing their policy or rating platforms.

Does Selectsys support personal and commercial lines?

Yes. Selectsys supports personal and commercial programs across connected rating sources, RQB quote and bind workflows, policy administration and operational execution.

How quickly can we launch?

Most Selectsys engagements can begin with a pilot in 7 to 10 business days, depending on scope and integration requirements.

Insurance Infrastructure Insights

Guides covering underwriting platforms, policy lifecycle operations, insurance BPO services and financial infrastructure used by modern insurance organizations.

Insurance payments, premium collection and installment billing are fully integrated across the platform. Learn how CoverPay powers these workflows. More answers sit in the Answer Library and the full FAQ.

Request a Demo with Selectsys

We’ll review your current stack, identify the gaps, and show exactly where Selectsys fits: unified technology with embedded operations teams, fast setup, and no handoffs.

Trusted by 120+ MGAs, wholesalers, and carriers. More than 15 years in insurance operations, from BPO, RQB and Expert Insured to the connected platform Selectsys runs today.