Back-Office Support for Insurance Agencies in ZIP 94042, Mountain View

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 Mountain View, 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 94042

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

I love having task reports I don’t have to chase down in Mountain View.

- C. Romero, Agency Lead in Mountain View

FNOLs, downloads, suspenses - they cover it all in 94042

- E. Johnson, Admin Lead in ZIP 94042

No more backlog in 94042. Everything just gets done.

- L. Torres, Agency Admin in ZIP 94042

FAQ's

Yes. We prep renewals and alert you for proactive outreach.
We adapt to most systems with secure access and custom workflows.
AMS360, Applied Epic, Expert Insured, Alice, Sagitta, and custom CRMs.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

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

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

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