Back-Office Support for Insurance Agencies in ZIP 95054, Santa Clara

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 in ZIP 95054

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 95054. Everything just gets done.

- L. Torres, Agency Admin in ZIP 95054

They made our whole renewal process smoother in California.

- R. Williams, Renewal Lead in California

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

- C. Romero, Agency Lead in Santa Clara

FAQ's

Most tasks are completed same-day, within 2-4 business hours.
No. This is a trained insurance BPO team-not a generic VA.
AMS360, Applied Epic, Expert Insured, Alice, Sagitta, and custom CRMs.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

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

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

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