Back-Office Support for Insurance Agencies in ZIP 94979, San Anselmo

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 San Anselmo, 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 94979

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

No more backlog in 94979. Everything just gets done.

- L. Torres, Agency Admin in ZIP 94979

We thought BPO was just for big firms in California - glad we were wrong.

- V. Lewis, Agency Owner in California

They handle the daily grind so I can grow the agency in San Anselmo.

- P. Banerjee, Owner in San Anselmo

FAQ's

Yes. We start many pilots with backlog cleanup.
Yes. We prep, track, and follow up on renewal quotes.
Yes. Start small and expand as needed.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

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

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

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