Retail Insurance Agency Support in Sonoma, 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 Sonoma, 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 Sonoma

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

Even our bookkeeper in California loves them.

- A. Green, Bookkeeping Lead in California

Super helpful during open enrollment and audit season in Sonoma.

- W. Zhang, Service Coordinator in Sonoma

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

- P. Banerjee, Owner in Sonoma

FAQ's

Yes. We process MTAs, cancellations, and reinstatements.
Yes. We start many pilots with backlog cleanup.
Yes. We prep, track, and follow up on renewal quotes.

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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