Boost productivity with
insurance-trained virtual assistants starting at $6/hr
Offload up to 90% of back office work, from ACORD forms, to quoting, binding, endorsements, certifications, and more
- Money-back guarantee, no lock-in period
- Part-time & full-time options
- Back-up coverage included
- E&O & Cybersecurity coverage included
- Back Office, Telemarketing, Accounting, Spanish-speaking Support
Grab our FREE PRICE GUIDE for free!
Boost productivity with
insurance-trained virtual assistants
starting at $6/hrOffload up to 90% of back office work, from ACORD forms, to quoting, binding, endorsements, certifications, and more
- Money-back guarantee, no lock-in period
- Part-time & full-time options
- Back-up coverage included
- E&O & Cybersecurity coverage included
- Back Office, Telemarketing, Accounting, Spanish-speaking Support
REAL RESULTS
Our Client Stories
From small independent agents to established agencies, here’s what InsBOSS clients say.
★★★★★ 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.
Join hundreds of our U.S. clients who have reclaimed time & freedom
Delegate to VAs specially trained in P&C insurance & save up to 70% vs. local hiring
WHAT WE DO
End-to-end Support from Customer Experience, to Operations, Quality Control, IT, and guaranteed backup coverage
Back Office Support
Back Office Support
- Up to 90% of back office work
- ACORD forms & AMS data entry
- Quoting directly with carriers
- Binding & policy issuance
- Endorsements, renewals, cancellations
- Certificates, audits, invoices
- Inbound/outbound call support
- Also available with Employer of Record (EOR) setup
Insurance Telemarketers
Insurance Telemarketers
- Outbound prospecting & follow-up
- Appointment setting
- Live transfer to your producers
- CRM follow-up management
Spanish-Speaking VAs
Spanish-Speaking VAs
- Spanish-language client communications
- Up to 90% of back office tasks
- From ACORD filing, quoting, binding, and policy issuance, to post-sale services, all done in español
Virtual Accountants
Virtual Accountants
- Bookkeeping
- AR/AP Management
- Financial Statements Preparation
- Inventory Management
- Payroll Management
- COGS Management
- Books Clean-up
Up & running in days, not weeks.
No complicated onboarding & setup.
- Money-back guarantee, no lock-in period
- Part-time & full-time options
- Back-up coverage included
- E&O & Cybersecurity coverage included
- Back Office, Telemarketing, Accounting, Spanish-speaking Support
GET STARTED WITH A FREE, NON-OBLIGATORY CALL
Up & running in days, not weeks.
No complicated onboarding & setup.
- Money-back guarantee, no lock-in period
- Part-time & full-time options
- Back-up coverage included
- E&O & Cybersecurity coverage included
- Back Office, Telemarketing, Accounting, Spanish-speaking Support
