Free your team
to focus on
clients and sales
office tasks to us
Break Free from Busywork
What if your could regain hours every day by
freeing yourself and your team from
administrative and repetitive tasks?
We’re here to help make this a reality for you.
How? Through our end-to-end back office
solutions.
We handle up to 90% of Your Back Office Tasks
through our full suite of virtual assistance services:
APPLICATION
We'll fill out ACORD forms and
upload data in your Agency
Management System.
BINDING
We organize binding documents,
bind quotes with your direct
carriers, and submit bind
requests to agencies.
SERVICING
We can process: endorsements,
cancellations, reinstatements,
invoices, payments, certificates,
audits, recommendations,
renewals, and rewrites.
QUOTING
We can quote with direct
carriers, submit accounts to
agencies for quotes, and send
proposals to your insureds.
POLICY ISSUANCE
We'll send policies to your
insureds and file policies and
upload corresponding
documents into your Agency
Management System.
OTHER TASKS
We can take over pretty much
everything, including providing
customer service, handling inbound
and outbound calls, commission
reconciliations, and keeping track
of renewals and other tasks.
Benefits of Delegating Your Back Office to Us
MONEY-BACK
GUARANTEE
Refund is provided when
eligibility criteria are met.
OFFICE EQUIPMENT
PROVIDED
Our VAs already come fully
equipped with their own laptops,
g-suite access, and security tools.
DATA SECURITY
& PROTECTION
Have peace of mind with Error &
Omissions and Cybersecurity
policies in place to safeguard you.
FREE INTEGRATION
PROCESS
Get a complimentary integration
phase for seamless alignment of
business standards.
VOICE-CAPABLE
VIRTUAL
ASSISTANTS
Gain agile and dynamic
support with VAs who can
make and take calls for you.
TRAINED FOR
P&C INSURANCE
Our VAs complete six weeks of
P&C Insurance training and
assessment so you don't have
to train them from scratch.
FULL
SUPPORT TEAM
A solid support system, from
your Customer Experience
Manager, to Operations, QC,
Subject Matter Experts, and a
backup VA, at no extra cost.
NO LOCK-IN
CONTRACT
No long-term commitments
required. We offer
month-to-month subscriptions
at a fixed rate, with full-time or
part-time options.
EMPLOYEE
BENEFITS
PROVIDED
With healthcare, insurance
coverage, and leave incentives,
our VAs are fully supported, so
they stay focused on delivering
quality output.
Want to learn more about our back office support? Let’s connect and discuss how our insurance-trained VAs can help you reclaim valuable hours every day!
Build the virtual support team that you need.
Check out our full-suite of VA services.
Virtual Accounting
Across Industries
From bookkeeping, AR/AP
management, to financial statements,
payroll, and beyond.
P&C Insurance
Telemarketing VAs
Business with a personal touch. Grow
sales and nurture customer
relationships.
P&C Insurance
Spanish-Speaking VAs
Crear confianza y conexión con tus
clientes. Asistentes virtuales que
hablan en español.
Free your team
to focus on clients
and sales
Offload up to 90% of back office tasks to us
Break Free from Busywork
What if your could regain hours every day by freeing yourself and your team from administrative and repetitive tasks?
We’re here to help make this a reality for you.
How? Through our end-to-end back office solutions.
We handle up to 90% of Your Back Office Tasks
through our full suite of virtual assistance services:
APPLICATION
We'll fill out ACORD
forms and upload data
in your Agency
Management System.
BINDING
We organize binding
documents, bind quotes
with your direct carriers,
and submit bind
requests to agencies.
SERVICING
We can process:
endorsements,
cancellations,
reinstatements, invoices,
payments, certificates,
audits, recommendations,
renewals, and rewrites.
QUOTING
We can quote with
direct carriers, submit
accounts to agencies
for quotes, and send
proposals to your
insureds.
POLICY ISSUANCE
We'll send policies to
your insureds and file
policies and upload
corresponding
documents into your
Agency Management
System.
OTHER TASKS
We can take over pretty
much everything, including
providing customer
service, handling inbound
and outbound calls,
commission
reconciliations, and
keeping track of renewals
and other tasks.
Benefits of Delegating Your Back Office to Us
MONEY-BACK
GUARANTEE
Refund is provided when eligibility criteria are met.
OFFICE EQUIPMENT
PROVIDED
Our VAs already come fully equipped with their own laptops, g-suite access, and security tools.
DATA SECURITY
& PROTECTION
Have peace of mind with Error & Omissions and Cybersecurity policies in place to safeguard you.
FREE INTEGRATION
PROCESS
Get a complimentary integration phase for seamless alignment of business standards.
VOICE-CAPABLE VIRTUAL
ASSISTANTS
Gain agile and dynamic support with VAs who can make and take calls for you.
TRAINED FOR
P&C INSURANCE
Our VAs complete six weeks of P&C Insurance training and assessment so you don't have to train them from scratch.
FULL
SUPPORT TEAM
A solid support system, from your Customer Experience Manager, to Operations, QC, Subject Matter Experts, and a backup VA, at no extra cost.
NO LOCK-IN
CONTRACT
No long-term commitments required. We offer month-to-month subscriptions at a fixed rate, with full-time or part-time options.
EMPLOYEE
BENEFITS
PROVIDED
With healthcare, insurance coverage, and leave incentives, our VAs are fully supported, so they stay focused on delivering quality output.
Want to learn more about our back office support? Let’s connect and discuss how
our insurance-trained VAs can help you reclaim valuable hours every day!
Build the virtual support team that you need.
Check out our full-suite of VA services.
Virtual Accounting
Across Industries
From bookkeeping, AR/AP
management, to financial
statements, payroll, and beyond.
P&C Insurance
Telemarketing VAs
Business with a personal
touch. Grow sales
and nurture customer
relationships.
P&C Insurance
Spanish-Speaking VAs
Crear confianza y conexión
con tus clientes. Asistentes
virtuales que hablan en
español.
Free your team to
focus on clients
and sales
back office tasks to us
Break Free from Busywork
What if you could regain hours every day by
freeing yourself and your team from
administrative and repetitive tasks?
We’re here to help make this a reality for you.
How? Through our end-to-end
back office solutions.
We handle up to 90%
of Your Back Office Tasks
without increasing overhead costs through
our full suite of virtual assistance services:
APPLICATION
We'll fill out ACORD
forms and upload data
in your Agency
Management System.
BINDING
We organize binding
documents, bind quotes
with your direct carriers,
and submit bind
requests to agencies.
SERVICING
We can process:
endorsements,
cancellations,
reinstatements, invoices,
payments, certificates,
audits, recommendations,
renewals, and rewrites.
QUOTING
We can quote with
direct carriers, submit
accounts to agencies
for quotes, and send
proposals to your
insureds.
POLICY
ISSUANCE
We'll send policies to
your insureds and file
policies and upload
corresponding
documents into your
Agency Management
System.
OTHER TASKS
We can take over pretty
much everything, including
providing customer
service, handling inbound
and outbound calls,
commission
reconciliations, and
keeping track of renewals
and other tasks.
Benefits of Delegating
Your Back Office to Us
MONEY-BACK
GUARANTEE
Refund is provided when
eligibility criteria are met.
OFFICE
EQUIPMENT
PROVIDED
Our VAs already come
fully equipped with their
own laptops, g-suite
access, and security
tools.
DATA SECURITY
& PROTECTION
Have peace of mind with
Error & Omissions and
Cybersecurity policies in
place to safeguard you.
FREE
INTEGRATION
PROCESS
Get a complimentary
integration phase for
seamless alignment of
business standards.
VOICE-CAPABLE
VIRTUAL
ASSISTANTS
Gain agile and dynamic
support with VAs who
can make and take calls
for you.
TRAINED FOR
P&C INSURANCE
Our VAs complete six
weeks of P&C Insurance
training and assessment
so you don't have to train
them from scratch.
FULL
SUPPORT TEAM
A solid support system,
from your Customer
Experience Manager, to
Operations, QC, Subject
Matter Experts, and a
backup VA, at no
extra cost.
NO LOCK-IN
CONTRACT
No long-term
commitments required.
We offer month-to-month
subscriptions at a fixed
rate, with full-time or
part-time options.
EMPLOYEE BENEFITS
PROVIDED
With healthcare, insurance
coverage, and leave incentives,
our VAs are fully supported, so
they stay focused on delivering
quality output.
Want to learn more about our back office
support? Let’s connect and discuss how our
insurance-trained VAs can help you reclaim
valuable hours every day!
Build the virtual support team
that you need. Check out our
full-suite of VA services.
Virtual Accounting
Across Industries
From bookkeeping, AR/AP
management, to financial
statements, payroll, and
beyond.
P&C Insurance
Telemarketing VAs
Business with a personal
touch. Grow sales and
nurture customer
relationships.
P&C Insurance
Spanish-Speaking VAs
Crear confianza y conexión
con tus clientes. Asistentes
virtuales que hablan en
español.
For other concerns, send us a message at inquiries@insboss.net or click the Live chat button.
For application or inquiries about open positions,
please refer to our recruitment email at careers@insboss.net
