Back-Office Support for Insurance Agencies in ZIP 94566, Pleasanton

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 Pleasanton, 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 94566

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

Even our bookkeeper in California loves them.

- A. Green, Bookkeeping Lead in California

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

- K. Singh, Ops Lead in Pleasanton, California

Onboarding was done in days - not weeks in 94566.

- F. Shah, Ops Manager in ZIP 94566

FAQ's

Yes. We issue, log, and send certificates in your AMS.
Yes. We log into your AMS with secure credentials and operate like in-house staff.
We adapt to most systems with secure access and custom workflows.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

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

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

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