Back-Office Renewal Help for Agencies in Pleasanton

Trained BPO teams handle quoting, follow-ups, and binding - inside your AMS, no switching systems.

Start a Pilot Talk to Our Team

Agencies in Pleasanton are turning to Selectsys to handle policy renewals without adding headcount. Our insurance-trained BPO teams quote, communicate, and bind inside your existing AMS. No retraining. No missed renewals.

Learn how many retail agencies improve turnaround time by outsourcing policy renewal tasks to back-office BPO services.

Services

Renewal prep and quoting
Carrier/insured follow-up
SLA-backed turnaround
AMS360, Epic, Sagitta compatible

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

Read How5 Signs It’s Time to Outsource Your Policy Renewals

Client Reviews

COIs tied to renewals? They manage that too in Pleasanton, California.

- George F., Certificate Admin in Pleasanton, California

They read emails, prep quotes, and confirm bind. It's magic

- Bryan R., Producer in Pleasanton

We offloaded WC and Property renewals in Pleasanton and saved dozens of hours weekly.

- Ron N., Commercial Lines Lead in Pleasanton

FAQ's

Our team handles quoting, loss run triage, carrier/insured follow-ups, and final binds inside your AMS.
Yes - we operate inside your live AMS system (no screen scraping, no tickets).
Yes - from quoting to bind confirmation and document upload, we do it all.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

Whether you're supporting small businesses near Pleasanton or writing coastal property risks in Pleasanton, our renewal support helps you retain revenue. Policy Renewal Overview

We also support agencies across California. See All California Location

Ready to Streamline Renewals Without Changing Systems?

Let our trained renewal teams quote, follow up, and bind directly inside your AMS. No queues. No delays. No lost renewals.

Start a Free Pilot Request a Demo