Back-Office Insurance Agent Support in Cloverdale, California

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

Agencies in Cloverdale are under pressure to service policies quickly and stay compliant - without overhiring. Selectsys provides trained support teams that work directly inside your AMS (AMS360, Epic, Alice, Sagitta, Expert Insured, MGA systems). You assign the task - we get it done fast and right.

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

Why Cloverdale Agencies Trust Selectsys

2–4 hour turnaround on COIs and endorsements
Familiar with California carrier workflows and compliance
Fully embedded inside your AMS - not external tools
Supports Applied Epic, AMS360, Alice, MGA systems & more

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

Client Reviews

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

- Mike C., Agency Owner in Cloverdale, 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 Cloverdale

Selectsys handles endorsements in Cloverdale, California faster than anyone on our internal team.

- Erica R., Account Manager in Cloverdale, California

FAQ's

Do you support renewals and quoting workflows?

Yes, we handle reminder setup, quote prep, follow-up, and renewal confirmations inside your AMS.

Are your teams insurance-trained?

Yes. Every Selectsys team member completes onboarding in commercial and personal lines before client deployment.

What systems do you support?

AMS360, Applied Epic, Alice, Sagitta, Expert Insured, MGA systems, and secure CRM portals.