Back-Office Support for Insurance Agencies in ZIP 96151, 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 96151

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

We used the pilot in South Lake Tahoe, California - and never looked back.

- T. Kim, Partner in South Lake Tahoe, California

Someone hit the ‘easy’ button on servicing in 96151.

- J. Clark, Account Manager in ZIP 96151

My CSRs in South Lake Tahoe, California were drowning. Now they focus on clients.

- K. Singh, Ops Lead in South Lake Tahoe, California

FAQ's

AMS360, Applied Epic, Expert Insured, Alice, Sagitta, and custom CRMs.
Yes. Start small and expand as needed.
We adapt to most systems with secure access and custom workflows.

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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