Back-Office Support for Insurance Agencies in ZIP 95819, Sacramento

Trained support teams for COIs, renewals, endorsements, downloads, and billing - inside your AMS, no extra portals.

Selectsys supports retail agencies in Sacramento, 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.

What We Handle in ZIP 95819

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

Client Reviews

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

- C. Romero, Agency Lead in Sacramento

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

- K. Singh, Ops Lead in Sacramento, California

Best value-per-dollar vendor we’ve used in Sacramento, California.

- S. Ali, Agency Principal in Sacramento, California

FAQ's

What systems do you work with?

AMS360, Applied Epic, Expert Insured, Alice, Sagitta, and custom CRMs.

Do you work inside our system?

Yes. We log into your AMS with secure credentials and operate like in-house staff.

What about billing support?

We manage invoicing, reconciliation, and suspense resolution.

Back-Office Support for Insurance Agencies in ZIP 95819, Sacramento

What We Handle in ZIP 95819

Why Teams Choose Selectsys

Client Reviews

FAQ's

Explore Our Full Suite of Back-Office Solutions

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