Applied Epic Back-Office Support in Stewarts Point, California

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

Running an agency in Stewarts Point 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 Stewarts Point 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

They don’t just do the work—they document everything too.

- A. Shah, Systems Coordinator in Stewarts Point

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

- M. Wright, Admin Lead in Stewarts Point

The Epic suspense cleanup alone saved us 5 hours a week.

- B. Zhang, Admin in Stewarts Point

FAQ's

Can you handle COIs and endorsements?

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

Can we start with just one workflow, like COIs?

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

What if I use Applied Epic + a CRM?

No problem—our team can work across both platforms via secure protocols.

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