Back-Office Support for Insurance Agencies in ZIP 94931, Cotati

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 Cotati, 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 in ZIP 94931

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

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

- D. Wright, Service Lead in Cotati

Someone hit the ‘easy’ button on servicing in 94931.

- J. Clark, Account Manager in ZIP 94931

FNOLs, downloads, suspenses - they cover it all in 94931

- E. Johnson, Admin Lead in ZIP 94931

FAQ's

Yes. One full workflow pilot-free, no contract.
Yes. We log into your AMS with secure credentials and operate like in-house staff.
Yes. SOC 2 aligned, MFA-enabled, IP-restricted logins.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

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

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

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