Insurance Agent Back-Office Support in ZIP 94402 – San Mateo, California

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

In ZIP code 94402, 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

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

- Susan D., Ops Manager in California

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

- Jon P., Agency Owner in San Mateo

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

- Erica R., Account Manager in San Mateo, California

FAQ's

Can we assign work through email or queues?

Yes. You can assign tasks via email, shared logs, or directly through AMS queues.

Do you provide client-facing communication?

No. We operate fully in the background - your agency stays the face to the insured.

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 San Mateo, California? Explore San Mateo Agent Support