Back-Office Renewal Help for Agencies in Monterey

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

Start a Pilot Talk to Our Team

Agencies in Monterey 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

Even our Sagitta setup didn’t slow them down in Monterey.

- Josh B., VP Ops in Monterey

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

- Bryan R., Producer in Monterey

We have no more spreadsheet messes in Monterey - just renewals that move.

- Chris E., Renewal Ops in Monterey

FAQ's

Yes - we extract, review, and annotate loss runs before rating.
We work inside your system under IP restrictions, 2FA, and SOC 2-compliant workflows.
Yes - we operate inside your live AMS system (no screen scraping, no tickets).

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 Monterey or writing coastal property risks in Monterey, our renewal support helps you retain revenue. Policy Renewal Overview

We also support agencies across Massachusetts. See All Massachusetts 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