COI Processing Support in Rancho Santa Margarita, CA

Trained teams handle COI intake, validation, issuance, and delivery - directly in your AMS, no ticketing delays.

Running an insurance agency in Rancho Santa Margarita means juggling daily client requests, and COIs are often the most urgent. Selectsys gives you a dedicated team of insurance-trained professionals who manage COI requests directly inside your agency system-whether it’s AMS360, Epic, or something else.

Our team helps you meet turnaround targets, comply with carrier-specific rules, and avoid costly errors. From issuing additional insured endorsements to handling waiver requests, we streamline everything so your team can focus on higher-value work.

Many agencies struggle to stay ahead of daily certificate requests. Our blog on eliminating the COI backlog outlines how we handle this inside your AMS.

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

The system integration in Rancho Santa Margarita was seamless. No extra logins.

- Kevin R., Systems Admin in Rancho Santa Margarita

Our volume in Rancho Santa Margarita jumped to 200 COIs/week - no hiring needed.

- Lisa G., Agency Admin in Rancho Santa Margarita, California

Their Epic knowledge blew us away - setup was instant.

- Amanda S., CSR in Rancho Santa Margarita, California

FAQ's

Do you process rush COI requests?

Yes. Most rush requests are fulfilled in 2-4 hours with proper documentation.

Is there a QA process for COIs?

Yes, every certificate goes through a dual-layer QA before delivery.

How is security and compliance handled?

We are SOC 2 compliant, with IP restrictions, MFA, and data encryption.

We’ve supported agencies across USA. and the Rancho Santa Margarita metro area with high-volume COI workflows-especially in construction, transportation, and real estate accounts.