Become an
Affiliate
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Try our Affiliate Program!
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Already an Affiliate?
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Navigate to Affiliate Account
This section I suggest to add like a visual instruction to navigate to Zoho Thrive Affiliate Account
The InsBOSS Proven Process
The InsBOSS Proven Process is designed to match your needs to match the best person for the job.
Discovery Phase
(1 hour)
Your needs and requirements will be identified during this session.
1st Strategic Planning
(1 hour and 30 mins)
You will be introduced to the key InsBOSS Team Members that will assist you and your InsBOSS virtual assistant to become an effective and productive support for your organization.
2nd Strategic Planning
(30 mins)
Your workflow process will be finalized. The integration of InsBOSS with your organization will be planned out.
Screening Phase
(Optional – 30 mins)
You will be introduced to up to 3 candidates. You will choose who your assigned Insurance Virtual Assistant Specialist (IVAS) will be.
Integration Phase
(10 Business Days)
You will interact with your Insurance Virtual Assistant Specialist and InsBOSS Support Team to demonstrate the tasks and responsibilities you want to assign.
Execution Phase
(Official Start Date)
Simply, we will get things done.
Client Success Management Phase
(Long-term Partnership)
We will strive to provide you more freedom with our service.
