Insurance Agent Back-Office Support in ZIP 92704 – Santa Ana, California

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

In ZIP code 92704, 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

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

- Erica R., Account Manager in Santa Ana, California

They cleared a COI backlog in ZIP 92704 in under 24 hours. Flawless work.

- Tom B., CSR in Santa Ana

COIs used to take a day. Now they’re done in hours. That’s Santa Ana efficiency.

- Priya K., Client Services Rep in Santa Ana

FAQ's

Do you support renewals and quoting workflows?

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

Will you work in our ZIP code 92704

Yes. Selectsys supports agencies in all 50 states - including ZIP 92704 and surrounding areas.

How soon can you go live?

Typical pilot setups go live in 7–10 business days with SOP documentation and login provisioning.

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