Policy Renewal Support for Agents, MGAs & Wholesalers

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

Renewals should retain business, not create stress. At Selectsys, we manage policy renewals end-to-end inside your existing agency management system. Our trained insurance BPO teams prep renewals, re-rate coverage, follow up with carriers and clients, and finalize binds - so you never miss an opportunity to retain revenue.

We work seamlessly inside AMS360, Applied Epic, Sagitta, and Expert Insured - no switching systems, no messy handoffs.

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

What We Handle

  • Renewal prep and risk validation
  • Loss run and prior carrier analysis
  • Renewal rating and quoting (API + manual)
  • Policyholder outreach and updates
  • Carrier communications and follow-ups
  • Binding and document return
  • Renewal prep and risk validation
  • Loss run and prior carrier analysis
  • Renewal rating and quoting (API + manual)
  • Policyholder outreach and updates
  • Carrier communications and follow-ups
  • Binding and document return

System Compatibility

No screen scraping. No CSV imports. Native execution inside your system.

AMS360
Applied Epic
Sagitta
Expert Insured
MGA Systems (AIM, IMMS, etc.)
Homegrown platforms with API or RDP access

Why Selectsys

  • 15+ years insurance operations experience
  • Trained BPO staff + automation (GPT + OCR)
  • SLA-backed turnaround: < 4 hours for most tasks
  • Seamless integration into your workflows
  • Full audit trail, QA, and escalation process
  • 15+ years insurance operations experience
  • Trained BPO staff + automation (GPT + OCR)
  • SLA-backed turnaround: < 4 hours for most tasks
  • Seamless integration into your workflows
  • Full audit trail, QA, and escalation process

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

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

Client Reviews

We used to miss deadlines. Not anymore. Selectsys flags everything and stays ahead of carriers.

- Tim M., Operations Director

We use Epic, and they work directly inside it. No retraining. No risk. Just results.

- Dan P., Agency Ops Lead

We used to miss deadlines. Not anymore. Selectsys flags everything and stays ahead of carriers.

- Tim M., Operations Director

They don’t just quote-they follow up and bind too. It’s a real full-stack renewal process.

- Amanda G., Underwriting Manager

Selectsys helped us cut renewal prep time in half. Their team is fast, accurate, and reliable.

- Jennifer T., Account Manager

FAQ's

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

Policy Renewal Support By 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.