Back-Office Support for Insurance Agencies in ZIP 94302, Palo Alto

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 Palo Alto, 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 94302

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 never worry about billing errors anymore in California.

- S. Franklin, Accounting Lead in California

We used the pilot in Palo Alto, California - and never looked back.

- T. Kim, Partner in Palo Alto, California

Even our bookkeeper in California loves them.

- A. Green, Bookkeeping Lead in California

FAQ's

Yes. We start many pilots with backlog cleanup.
No. We onboard using your SOPs-or help build them if needed.
No. This is a trained insurance BPO team-not a generic VA.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

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

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

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