Back-Office AMS360 Support for Agencies in Dana Point, CA

Trained BPO teams handle quoting, COIs, billing, and more-inside your AMS360 system, no extra logins or delays.

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AMS360 users in Dana Point don’t need to struggle with servicing backlogs or staff burnout. Selectsys provides trained insurance operations professionals who work directly in your AMS360 instance to handle COIs, downloads, billing, reconciliations, and more. No spreadsheets. No third-party portals. Just clean, compliant execution inside your system.

Explore how AMS360 agencies are scaling operations without hiring by offloading tasks to Selectsys. Read the full storyhere.

What We Handle in Dana Point

  • Certificate issuance & delivery
  • Carrier download cleanup
  • Midterm endorsements
  • Invoicing and reconciliation
  • Suspense resolution
  • Claims & audit intake

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

Learn how Scaling AMS360 Operations with Selectsys BPO helps agencies streamline workflows and boost renewal efficiency.

Client Reviews

We use Selectsys in Dana Point — they’ve become part of our team.

- D. Nguyen, Account Manager in Dana Point

Best outsourcing partner we’ve ever had in Dana Point, California.

- W. Davis, Agency Lead in Dana Point, California

Now our producers in Dana Point actually sell — everything else just gets done.

- R. Morgan, Admin Lead in Dana Point

FAQ's

Yes. Every BPO team member is AMS360-certified and experienced in commercial and personal lines.
Yes. We provide task logs, SLA dashboards, and weekly status updates.
We handle downloads, COIs, suspenses, invoicing, endorsements, renewals, claims intake, and more.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

We also support agencies across California. See All California Location

Let us handle the busywork in AMS360.

Start a Free Pilot in Dana Point