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.

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

Client Reviews

They cleared a COI backlog in ZIP 92688 in under 24 hours. Flawless work.

- Tom B., CSR in Rancho Santa Margarita

We don’t even tell clients the work is outsourced - that’s how smooth it is.

- Jon P., Agency Owner in Rancho Santa Margarita

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

- Tim H., Commercial Lines Manager in Rancho Santa Margarita

FAQ's

Can we track SLA compliance and metrics?

Yes. We provide weekly productivity reports, task completion stats, and SLA dashboards.

Can we start with one task or workflow?

Yes. Many agencies in Rancho Santa Margarita, California begin with one workflow (like COIs or downloads) and scale from there.

Can you support MGA systems and Sagitta?

Absolutely. While most clients use AMS360 or Epic, we also support Alice, Sagitta, Expert Insured, and other MGA platforms.

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