Back-Office Support for Insurance Agencies in ZIP 95067, Scotts Valley

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

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.

What We Handle in ZIP 95067

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

Client Reviews

I love having task reports I don’t have to chase down in Scotts Valley.

- C. Romero, Agency Lead in Scotts Valley

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

- P. Banerjee, Owner in Scotts Valley

My CSRs in Scotts Valley, California were drowning. Now they focus on clients.

- K. Singh, Ops Lead in Scotts Valley, California

FAQ's

What types of agencies do you support?

We support retail agents, regional agencies, and startups with full back-office operations.

Do you clean up old tasks or suspenses?

Yes. We start many pilots with backlog cleanup.

What systems do you work with?

AMS360, Applied Epic, Expert Insured, Alice, Sagitta, and custom CRMs.

Back-Office Support for Insurance Agencies in ZIP 95067, Scotts Valley

What We Handle in ZIP 95067

Why Teams Choose Selectsys

Client Reviews

FAQ's

Explore Our Full Suite of Back-Office Solutions

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