Back-Office Support for Insurance Agencies in ZIP 95621, Citrus Heights

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 Citrus Heights, 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.

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What We Handle in ZIP 95621

Submission cleanup and document routing
Carrier download management
FNOL, endorsements, and reinstatements
Certificate delivery and renewal tracking
Invoicing, billing, and audit prep
Integrated support for Epic, AMS360, Expert Insured & 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 Citrus Heights, California - and never looked back.

- T. Kim, Partner in Citrus Heights, California

No more backlog in 95621. Everything just gets done.

- L. Torres, Agency Admin in ZIP 95621

Even our bookkeeper in California loves them.

- A. Green, Bookkeeping Lead in California

FAQ's

Yes. We handle personal and commercial lines.
AMS360, Applied Epic, Expert Insured, Alice, Sagitta, and custom CRMs.
We support retail agents, regional agencies, and startups with full back-office operations.

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SOC 2 Certified

Looking for broader agency support in Citrus Heights, California? Explore Citrus Heights Agent Support

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

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