Applied Epic Back-Office Support in Mill Valley, California

Outsource certificates, downloads, renewals, and more - no training, no ticket queues.

Running an agency in Mill Valley using Applied Epic? Let Selectsys lighten the load. Our trained insurance BPO teams operate directly inside your Epic system-handling endorsements, certificates, downloads, renewals, and more without the cost of new hires.

What We Do for Mill Valley Agencies

COI generation

Midterm endorsements

Carrier downloads & sync

Renewal prep and bind support

Reconciliation and task follow-up

Epic-Specific Capabilities

Client & policy views in Epic

Suspense tracking, task queues, accounting workflows

Operates inside your Epic system

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 outsourcing back-office tasks can help agencies scale Applied Epic operations without overburdening your team.

Client Reviews

I’ve tried VAs. Selectsys is 10x more reliable.

- J. Lewis, Agency Owner in Mill Valley, California

TWe hit our retention KPIs for the first time with Selectsys support.

- D. Ali, Renewal Lead in Mill Valley

Their Epic knowledge is top-tier. They don’t need handholding.

- M. Wright, Admin Lead in Mill Valley

FAQ's

Can we start with just one workflow, like COIs?

Yes, many agencies begin with one process and scale over time.

Can you handle COIs and endorsements?

Absolutely. COIs, endorsements, renewals, and midterms are our most requested workflows.

Do you support commercial and personal lines?

Yes, our team supports both lines across most standard carriers.

See how Applied Epic agencies are handling more work with fewer internal hires in our blog on operational help without headcount.