COI Processing Support in Santa Ynez, CA

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

Running an insurance agency in Santa Ynez 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

Their team works inside our AMS - not outside it. That’s the difference.

- Monica F., Renewal Lead in Santa Ynez

Our COI turnaround in Santa Ynez, California went from 2 days to under 4 hours.

- Sandra C., Ops Lead in Santa Ynez, California

Our compliance flags in California dropped to zero since Selectsys took over.

- Priya R., Ops in California

FAQ's

COI Processing highlights how automated COI support improves turnaround and compliance.

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We also support agencies across California. See All California Location

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

Start your COI pilot in Santa Ynez, California

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