Back-Office Support for Insurance Agencies in ZIP 95746, Granite Bay

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 Granite 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 in ZIP 95746

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

My CSRs in Granite Bay, California were drowning. Now they focus on clients.

- K. Singh, Ops Lead in Granite Bay, California

They made our whole renewal process smoother in California.

- R. Williams, Renewal Lead in California

They learned our AMS360 process in Granite Bay faster than our own hires.

- D. Wright, Service Lead in Granite Bay

FAQ's

We adapt to most systems with secure access and custom workflows.
We manage invoicing, reconciliation, and suspense resolution.
No. We onboard using your SOPs-or help build them if needed.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

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

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

Start a Free Pilot