Back-Office Support for Insurance Agencies in ZIP 94309, 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 94309

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

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

- K. Singh, Ops Lead in Palo Alto, California

Someone hit the ‘easy’ button on servicing in 94309.

- J. Clark, Account Manager in ZIP 94309

FAQ's

We provide weekly task logs, SLAs, and productivity dashboards.
Most tasks are completed same-day, within 2-4 business hours.
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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