Back-Office Renewal Help for Agencies in Pleasanton

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

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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

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

- Mallory Z., Servicing Manager in Pleasanton

We started in Pleasanton with a 4-day pilot. Never looked back.

- Melissa V., Carrier Program Director in Pleasanton

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

- George F., Certificate Admin in Pleasanton, Kansas

FAQ's

Yes - we extract, review, and annotate loss runs before rating.
Inside your platform - Epic, AMS360, Sagitta - as embedded users.
Absolutely. Our team coordinates with both parties using your system workflows.

Explore Our Full Suite of Back-Office Solutions

We are apart of

SOC 2 Certified
Insure Tech NY

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 Kansas. See All Kansas 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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