Insurance Agent Back-Office Support in ZIP 95409 – Santa Rosa, California

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

In ZIP code 95409, 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

Renewals, endorsements, COIs - all just get done. I don’t even think about them anymore.

- Angela F., Service Lead in Santa Rosa

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

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

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

- Priya K., Client Services Rep in Santa Rosa

FAQ's

How soon can you go live?

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

Do you support renewals and quoting workflows?

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

How fast is your turnaround for COIs and endorsements?

Most requests are completed within 2–4 hours, with full documentation and follow-up inside your AMS.