Retail Insurance Agency Support in Atherton, CA

Trained support teams for COIs, renewals, endorsements, downloads, and billing - inside your AMS, no extra portals.

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Selectsys supports retail agencies in Atherton, CA with full-service back-office teams. We plug into your AMS to handle COIs, endorsements, downloads, and renewals-so your producers can focus on writing business.

Learn how Retail Agency BPO That Actually Works

What We Handle Atherton

Certificate and endorsement workflows
Renewal prep and quote follow-up
Billing support and reconciliation
FNOL intake and documentation
Suspense resolution and reporting
Support for AMS360, Epic, Alice, Sagitta & 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

Retail Insurance Agencies: Outsource Smarter, Not Harder

Client Reviews

Onboarding was done in days - not weeks in Atherton.

- F. Shah, Ops Manager in Atherton

They learned our AMS360 process in Atherton faster than our own hires.

- D. Wright, Service Lead in Atherton

FNOLs, downloads, suspenses - they cover it all in Atherton

- E. Johnson, Admin Lead in Atherton

FAQ's

Yes. We prep, track, and follow up on renewal quotes.
We provide weekly task logs, SLAs, and productivity dashboards.
Yes. We log into your AMS with secure credentials and operate like in-house staff.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

We also support agencies across California. See All California Location

Let us plug into your system and handle one workflow - free, no commitment.

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