Retail Insurance Agency Support in Santa Clara, CA

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 Santa Clara, 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 Santa Clara

Certificate and endorsement workflows
Renewal prep and quote follow-up
Billing support and reconciliation
FNOL intake and documentation
Suspense resolution and reporting
Support for AMS360, Epic, Alice, Sagitta & 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

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

- S. Ali, Agency Principal in Santa Clara, California

Someone hit the ‘easy’ button on servicing in Santa Clara.

- J. Clark, Account Manager in Santa Clara

Super helpful during open enrollment and audit season in Santa Clara.

- W. Zhang, Service Coordinator in Santa Clara

FAQ's

We provide weekly task logs, SLAs, and productivity dashboards.
AMS360, Applied Epic, Expert Insured, Alice, Sagitta, and custom CRMs.
We manage invoicing, reconciliation, and suspense resolution.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

We also support agencies across California. See All California Location

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

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