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Agency Efficiency Scorecard
Now that you’ve identified where your bottlenecks are, it’s time to fix them.
Here at InsBOSS, we help Property & Casualty Insurance brokers streamline operations through virtual assistants. and we’d love the opportunity to support you. Book a free call with us to learn more.
TRUSTED BY HUNDREDS OF CLIENTS ACROSS THE U.S.
One of the top choices of US insurance agents and brokers for quality insurance back office solutions
REAL RESULTS
REAL RESULTS
Our Client Stories
From small independent agents to established agencies, here’s what InsBOSS clients say.
From small independent agents to established agencies, here’s what InsBOSS clients say.
★★★★★ 5.0 Google Rating
★★★★★ 5.0 Google Rating
Outstanding Virtual Assistant Services - We couldn’t be happier with the virtual assistant services provided by InsBOSS. From day one, our assigned assistant, Cel, has been an incredible asset to our team. She is highly efficient, detail-oriented, and proactive in handling daily tasks, allowing our in-house employees to focus on our client interactions. The amount of workload she has taken off our team has been invaluable. Since bringing her on board, we’ve seen a noticeable improvement in productivity and workflow efficiency. Not only does Cel bring professionalism and dedication to every task, but she also integrates perfectly with our company culture, making collaboration smooth and effortless. The impact of having a reliable virtual assistant has been a game changer, and we highly recommend InsBOSS to any business looking to streamline operations and free up valuable time for their employees!
Our agency has been very impressed with InsBOSS and with our VA Donna. The process to get started was quick, efficient and professional. The communication with the team at InsBOSS has been great and they are always very responsive. Donna is great at completing tasks and is willing to learn new things and take on more responsibility as needed. It's been a great investment for our agency and our VA has helped the agency be more efficient in this hard market!
I just celebrated my one year anniversary with Insboss and I am very pleased. Highly recommended.
My VA, Kai is awesome! She always meets any challenge that I throw at her. I feel so lucky to have her helping me every day!
I am very happy with the service I have received from InsBoss. Anna, our VA has been great to work with and has become a valuable member of her team. I highly recommend InsBoss top anyone looking for a VA.
InsBoss has been a great partner for my agency. Nara is an absolute God-send. She is efficient and on time in every task. I wish I had partnered with them sooner.
Chris has recently had some struggles with Zd tickets and figuring out where to triage them. As a result of the errors, tickets have been sitting in limbo for longer than normal. Joy is progressing well with her management of tickets.
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Ready to Reclaim Your Time?
Join hundreds of P&C agencies across the U.S. who’ve delegated their back office to InsBOSS and got their freedom back. Your virtual assistant is trained in P&C insurance and can start helping immediately.
- Tasks handled from Day 1
- Transparent pricing, no hidden fees or surprises
- Fast onboarding and integration
- Plans tailored to your agency’s size and workflow
⭐ 5.0 Google Rating
✅ BBB Accredited
🏢 Since 2017
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Frequently Ask Questions
Common Questions About Our Insurance Back-Office Solutions
Which types of insurance do you handle?
Our insurance virtual assistants provide back-office support to US Property and Casualty insurance companies.
Do you provide virtual assistant training?
Yes, we provide insurance training programs to our VAs. Our insurance virtual assistants receive 160 hours of intensive training on the basics of property and casualty insurance.
Are your insurance virtual assistants licensed?
When you hire a virtual assistant with us, they can provide up to 90% of your insurance back office services. However, they are not licensed to sell insurance or provide client-facing services such as discussing or selling policies.
What back-office support do your insurance virtual assistants provide?
Our insurance virtual assistants are versatile and can handle various back-office tasks including:
- Application
- Quoting
- Binding
- Policy insurance
- Servicing
They can also provide support for miscellaneous tasks, such as: customer service, commission reconciliation, keeping track of renewals, and other services relevant to their roles.
Is handling calls a part of the virtual assistant services you offer?
Yes. With our insurance telemarketing services, your VA can make and take phone calls for you.
Can I try your services first with a part-time option?
Once you hire a virtual assistant, you can choose if you want to have them on-board full-time or part-time. Our full-time VAs provide insurance solutions 8 hours a day. Meanwhile, our part-timers provide service for only 4 hours per day.
Independent P&C agencies across the U.S. are solving this problem by delegating their back-office work to insurance-trained virtual assistants. Instead of hiring expensive local staff or drowning in admin work, agencies partner with InsBOSS VAs who already understand U.S. insurance workflows.
