Back-Office Renewal Help for Agencies in Santa Ana

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

Agencies in Santa Ana 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

Client Reviews

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

- Bryan R., Producer in Santa Ana

During renewal season in California, we scale with them easily. They ramp fast and get to work.

- Steve J., MGA VP in California

They QA every endorsement tied to a renewal in Santa Ana. We catch errors before clients do.

- Mallory Z., Servicing Manager in Santa Ana

FAQ's

Is this available to agencies of any size?

Yes - we work with solo agents to multi-office MGAs.

Can you update policy documents or endorsements post-bind?

Yes, we handle post-renewal changes, endorsements, and audits as part of renewal flow.

Do you work inside our systems or outside tools?

Inside your platform - Epic, AMS360, Sagitta - as embedded users.

Whether you're supporting small businesses near Santa Ana or writing coastal property risks in Santa Ana, 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.

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