Back-Office Support for Insurance Agencies in ZIP 95033, Los Gatos

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 Los Gatos, 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 95033

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

Super helpful during open enrollment and audit season in California.

- W. Zhang, Service Coordinator in California

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

- P. Banerjee, Owner in Los Gatos

I love having task reports I don’t have to chase down in Los Gatos.

- C. Romero, Agency Lead in Los Gatos

FAQ's

Yes. SOC 2 aligned, MFA-enabled, IP-restricted logins.
Yes. We prep, track, and follow up on renewal quotes.
We support retail agents, regional agencies, and startups with full back-office operations.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

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

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

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