Back-Office Support for Insurance Agencies in ZIP 95064, Santa Cruz

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 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.

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What We Handle in ZIP 95064

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

They handle the daily grind so I can grow the agency in Santa Cruz.

- P. Banerjee, Owner in Santa Cruz

No more backlog in 95064. Everything just gets done.

- L. Torres, Agency Admin in ZIP 95064

FNOLs, downloads, suspenses - they cover it all in 95064

- E. Johnson, Admin Lead in ZIP 95064

FAQ's

We manage invoicing, reconciliation, and suspense resolution.
Yes. We support multiple intake methods.
Yes. We log into your AMS with secure credentials and operate like in-house staff.

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.

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