Insurance Agent Back-Office Support in ZIP 92688 - Rancho Santa Margarita, California

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

Start a Pilot Talk to Our Team

In ZIP code 92688, insurance agencies can scale operations fast with Selectsys. Our teams work inside your AMS - AMS360, Applied Epic, Alice, MGA systems - to handle COIs, policy changes, downloads, and more.

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

Highlights

  • Fast turnaround: 2-4 hours average
  • Works in your AMS (AMS360, Epic, Alice, Sagitta, etc.)
  • No spreadsheets. No external portals. Just real support.

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 Rancho Santa Margarita, California now focus on selling - Selectsys handles the service side.

- Mike C., Agency Owner in Rancho Santa Margarita, California

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

- Susan D., Ops Manager in California

From quoting to renewals - they execute everything like they’re part of our team.

- Leslie M., Admin Lead in Rancho Santa Margarita, California

FAQ's

No - our staff are insurance-trained and operate directly in your systems. We’re more like an extension of your team than a general VA.
AMS360, Applied Epic, Alice, Sagitta, Expert Insured, MGA systems, and secure CRM portals.
Typical pilot setups go live in 7-10 business days with SOP documentation and login provisioning.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

Looking for broader agency support in Rancho Santa Margarita, California? Explore Rancho Santa Margarita Agent Support

Try Agent Support in ZIP 92688 - Rancho Santa Margarita

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