Back-Office Support for Insurance Agencies in ZIP 95066, Scotts Valley

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 Scotts Valley, 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 95066

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 95066. Everything just gets done.

- L. Torres, Agency Admin in ZIP 95066

Someone hit the ‘easy’ button on servicing in 95066.

- J. Clark, Account Manager in ZIP 95066

Even our bookkeeper in California loves them.

- A. Green, Bookkeeping Lead in California

FAQ's

Yes. We prep, track, and follow up on renewal quotes.
Yes. We log into your AMS with secure credentials and operate like in-house staff.
We provide weekly task logs, SLAs, and productivity dashboards.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

Looking for broader agency support in Scotts Valley, California? Explore Scotts Valley Agent Support

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

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