Applied Epic Back-Office Support in Sacramento, New Mexico

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

Running an agency in Sacramento 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 Sacramento 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

We started with COIs and scaled to full servicing in just 30 days.

- C. Nguyen, Account Exec in Sacramento, New Mexico

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

- M. Wright, Admin Lead in Sacramento

Our book has grown, but our headcount hasn’t—thanks to Selectsys.

- L. Kumar, Owner in New Mexico

FAQ's

How does Selectsys ensure accuracy?

All tasks are QA’d with audit trails logged inside Epic or your assigned tracker.

Can you handle COIs and endorsements?

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

Is there a long-term contract required?

No. We offer flexible agreements and a pilot month to start.

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