Back-Office Support for Insurance Agencies in ZIP 94938, Lagunitas

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 Lagunitas, 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 94938

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 Lagunitas faster than our own hires.

- D. Wright, Service Lead in Lagunitas

They handle the daily grind so I can grow the agency in Lagunitas.

- P. Banerjee, Owner in Lagunitas

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

- K. Singh, Ops Lead in Lagunitas, California

FAQ's

Yes. Start small and expand as needed.
We support retail agents, regional agencies, and startups with full back-office operations.
Yes. We handle personal and commercial lines.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

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

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

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