Retail Insurance Agency Support in Sausalito, 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 Sausalito, 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 Sausalito

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

Onboarding was done in days - not weeks in Sausalito.

- F. Shah, Ops Manager in Sausalito

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

- P. Banerjee, Owner in Sausalito

They learned our AMS360 process in Sausalito faster than our own hires.

- D. Wright, Service Lead in Sausalito

FAQ's

We support retail agents, regional agencies, and startups with full back-office operations.
No. We onboard using your SOPs-or help build them if needed.
Yes. SOC 2 aligned, MFA-enabled, IP-restricted logins.

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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