Insurance Agent Back-Office Support in ZIP 95063 – Santa Cruz, California

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

In ZIP code 95063, 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

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

- Jon P., Agency Owner in Santa Cruz

The handoffs are seamless. We use platform, and they’ve mastered it.

- Ryan G., Insurance Operations Lead in California

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

- Mike C., Agency Owner in Santa Cruz, California

FAQ's

Can we start with one task or workflow?

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

Do you offer help during renewal season?

Yes. We scale support based on seasonality and help with backlogs across Santa Cruz, California and beyond.

What is insurance agent support?

Agent support means outsourcing daily service tasks like COIs, endorsements, renewals, and downloads to trained professionals who work inside your AMS.

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