Back-Office Support for Insurance Agencies in ZIP 94026, Menlo Park

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 Menlo Park, 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 94026

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 made our whole renewal process smoother in California.

- R. Williams, Renewal Lead in California

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

- K. Singh, Ops Lead in Menlo Park, California

We used the pilot in Menlo Park, California - and never looked back.

- T. Kim, Partner in Menlo Park, California

FAQ's

Yes. We prep, track, and follow up on renewal quotes.
AMS360, Applied Epic, Expert Insured, Alice, Sagitta, and custom CRMs.
Yes. Start small and expand as needed.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

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

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

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