Back-Office Support for Insurance Agencies in ZIP 92628, Costa Mesa

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 Costa Mesa, 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 92628

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

No more backlog in 92628. Everything just gets done.

- L. Torres, Agency Admin in ZIP 92628

Onboarding was done in days - not weeks in 92628.

- F. Shah, Ops Manager in ZIP 92628

They learned our AMS360 process in Costa Mesa faster than our own hires.

- D. Wright, Service Lead in Costa Mesa

FAQ's

No. We onboard using your SOPs-or help build them if needed.
Yes. We prep renewals and alert you for proactive outreach.
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

Looking for broader agency support in Costa Mesa, California? Explore Costa Mesa Agent Support

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

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