Support for Insurance Agencies Across California

Trained BPO teams that handle COIs, endorsements, downloads, renewals, and more — inside your system.

From small towns to major metro areas, Selectsys helps California insurance agencies with back-office tasks like COIs, endorsements, and renewals - handled inside your AMS (AMS360, Applied Epic, Alice, Sagitta, MGA systems). Your producers focus on growth. We handle the workflows.

Not sure where to start? Read our guide on what to offload first in an Insurance BPO partnership to help independent agents prioritize impact

What We Handle Across California

  • COI requests and delivery
  • Endorsements and mid-term changes
  • Renewals, billing, FNOL setup
  • Carrier downloads and reconciliation

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

Top 5 Insurance Workflows Agencies Are Outsourcing Today - and Why It Works.

Client Reviews

Our agents in California now focus on selling - Selectsys handles the service side.

- Mike C., Agency Owner in California

Applied Epic, AMS360 - whatever system we use, they plug in perfectly.

- Susan D., Ops Manager in California

I log in at 9, and the work’s already done. They’ve completely changed how we operate.

- Tim H., Commercial Lines Manager in California

FAQ's

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General Agent Outsourcing in California by ZIP Code

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Supporting Agencies Across California