Retail Insurance Agency Support in Carnelian Bay, CA

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

Start a Pilot Talk to Our Team

Selectsys supports retail agencies in Carnelian Bay, 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 Carnelian Bay

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

We used the pilot in Carnelian Bay, California - and never looked back.

- T. Kim, Partner in Carnelian Bay, California

Someone hit the ‘easy’ button on servicing in Carnelian Bay.

- J. Clark, Account Manager in Carnelian Bay

FNOLs, downloads, suspenses - they cover it all in Carnelian Bay

- E. Johnson, Admin Lead in Carnelian Bay

FAQ's

Yes. We prep renewals and alert you for proactive outreach.
We manage invoicing, reconciliation, and suspense resolution.
AMS360, Applied Epic, Expert Insured, Alice, Sagitta, and custom CRMs.

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.

Start a Free Pilot