Back-Office Support for Insurance Agencies in ZIP 95061, Santa Cruz

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

Start a Pilot Talk to Our Team

Selectsys supports retail agencies in Santa Cruz, 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 95061

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

We used the pilot in Santa Cruz, California - and never looked back.

- T. Kim, Partner in Santa Cruz, California

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

- C. Romero, Agency Lead in Santa Cruz

I never worry about billing errors anymore in California.

- S. Franklin, Accounting Lead in California

FAQ's

We provide weekly task logs, SLAs, and productivity dashboards.
We support retail agents, regional agencies, and startups with full back-office operations.
Yes. One full workflow pilot-free, no contract.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

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

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

Start a Free Pilot