Insurance Agent Back-Office Support in ZIP 94596 – Walnut Creek, California

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

In ZIP code 94596, 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

They cleared a COI backlog in ZIP 94596 in under 24 hours. Flawless work.

- Tom B., CSR in Walnut Creek

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

- Angela F., Service Lead in Walnut Creek

Selectsys handles endorsements in Walnut Creek, California faster than anyone on our internal team.

- Erica R., Account Manager in Walnut Creek, California

FAQ's

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.

What systems do you support?

AMS360, Applied Epic, Alice, Sagitta, Expert Insured, MGA systems, and secure CRM portals.

Looking for broader agency support in Walnut Creek, California? Explore Walnut Creek Agent Support