Back-Office Support for Insurance Agencies in ZIP 96150, South Lake Tahoe

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 South Lake Tahoe, 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 96150

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

I love having task reports I don’t have to chase down in South Lake Tahoe.

- C. Romero, Agency Lead in South Lake Tahoe

They learned our AMS360 process in South Lake Tahoe faster than our own hires.

- D. Wright, Service Lead in South Lake Tahoe

They handle the daily grind so I can grow the agency in South Lake Tahoe.

- P. Banerjee, Owner in South Lake Tahoe

FAQ's

No. This is a trained insurance BPO team-not a generic VA.
Yes. One full workflow pilot-free, no contract.
Yes. Start small and expand as needed.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

Looking for broader agency support in South Lake Tahoe, California? Explore South Lake Tahoe Agent Support

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

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