Back-Office Insurance Agent Support in Shasta Lake, California

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

Agencies in Shasta Lake are under pressure to service policies quickly and stay compliant - without overhiring. Selectsys provides trained support teams that work directly inside your AMS (AMS360, Epic, Alice, Sagitta, Expert Insured, MGA systems). You assign the task - we get it done fast and right.

Not sure where to start? Read our guide on what to offload first in an Insurance BPO partnership to help independent agents prioritize impact

Why Shasta Lake Agencies Trust Selectsys

2–4 hour turnaround on COIs and endorsements
Familiar with California carrier workflows and compliance
Fully embedded inside your AMS - not external tools
Supports Applied Epic, AMS360, Alice, MGA systems & more

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

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

- Priya K., Client Services Rep in Shasta Lake

Selectsys handles endorsements in Shasta Lake, California faster than anyone on our internal team.

- Erica R., Account Manager in Shasta Lake, California

From quoting to renewals - they execute everything like they’re part of our team.

- Leslie M., Admin Lead in Shasta Lake, California

FAQ's

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.

Do you work inside AMS360 and Applied Epic?

Yes, our team works natively within AMS360 and Applied Epic. You assign tasks directly within your AMS, and we execute them with auditability.

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.