Applied Epic Back-Office Support in Santa Cruz, New Mexico

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

Running an agency in Santa Cruz 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 Santa Cruz 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 Santa Cruz, New Mexico

Epic automation + human support = gold.

- G. Greene, Admin Lead in Santa Cruz

Every agency should try a pilot. You’ll never go back.

- F. Joseph, Principal in Santa Cruz

FAQ's

Can I approve tasks before they go out?

Yes, you can define approval flows during setup.

Do you support commercial and personal lines?

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

How long does onboarding take?

Typical onboarding is under 7 business days including SOP setup and user creation.

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