Hire a virtual assistant
Streamline back office support with InsBOSS VAs!
Get the freedom to do more
At InsBOSS, we make the virtual feel personal. We provide back office solutions to insurance companies focusing on property and casualty insurance.
Our insurance virtual assistants provide a range of services tailored to your unique needs. Check out our VA services and pricing packages below and customize a plan that best suits your business.
Insurance Back Office Services
Boost productivity with our insurance VAs! Outsource back office solutions and reclaim the freedom to do more.
Insurance Telemarketers
Drive your sales to new heights! Let our team of telemarketers nurture leads and convert them into customers.
Insurance Specialized Accounting Services
Stay on top of your finances! Get tailor-made financial solutions with our virtual accountants.
Insurance Back Office Services
Boost productivity with our insurance VAs! Outsource back office solutions and reclaim the freedom to do more. Choose between a voice and non-voice package based on your needs.
Insurance Telemarketers
Drive your sales to new heights! Let our team of telemarketers nurture leads and convert them into customers.
Insurance Specialized Accounting Services
Stay on top of your finances! Get tailor-made financial solutions with our virtual accountants.
Our VA Services
Optimize your business operations and transform your day-to-day tasks with InsBOSS VA’s.
Trained in the 5-stages of insurance, our virtual assistants can support the end-to-end process of your insurance agency. Imagine the freedom of focusing on growing your business and maintaining client relationships.
Delegate your back office solutions to us and say goodbye to endless paperworks and routine tasks. Your freedom is our business – scroll down to learn more about what we can do for you!
Application
- Filling out Acord forms
- Enter account details in your AMS (Agency Management System)
Quoting
- Quote with direct carrier
- Submit accounts to agencies for quotes
- Sending the quote proposals to your insureds
Binding
- Put together binding documents
- Bind quotes with your direct carriers
- Submit bind requests to agencies
Policy Insurance
- Send policies to insureds
- File policy info in your AMS and attach documents
Servicing
- Endorsements
- Cancellations
- Reinstatements
- Invoices
- Payments
- Certificates
- Audits
- Recommendations
- Renewals
- Rewrites
Miscellaneous
- Commission reconciliations, keeping track of renewals, etc.
- Handle inbound and outbound phone calls (insuardes, banks, carriers)
Get to know more about InsBOSS VAs
We understand that choosing an insurance virtual assistant is a big decision. Our FAQs are here to help you understand our VA services, our insurance training programs, and how they can support your business.
Our virtual assistants provide back office support to Property and Casualty insurance companies.
Yes, we conduct insurance training to our VAs. They receive 160 hours of intensive training on the basics of P&C insurance.
InsBOSS provides a comprehensive simulated experience on the 5 stages of insurance. We use a holistic approach to better prepare our VAs as they integrate with their assigned clients.
InsBOSS telemarketers receive 40 hours of intensive training complete with mock call assessments. This includes comprehensive simulated experiences on English Communication Skills, Basics of Property and Casualty Insurance, and Telemarketing Sales Training.
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.
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.
Our telemarketers can provide phone services such as calling leads, setting up appointments and live transferring warm leads to your agents. However, they cannot sell insurance policies as they are not licensed insurance agents.
Yes. If you hire a VA under our InsBOSS Premium Virtual Assistant Services, they can make and take phone calls for you.
InsBOSS telemarketers are adaptable in most used phone services in the industry. They can provide virtual assistant services such as cold calling, promoting special promos, appointment setting, and live transfers.
Yes, you may select your preferred VAs through a Screening phase.
Additionally, you may also leave the profiling to InsBOSS so you can save time on sifting through applications. Check out our 7-step proven process in assessing your insurance virtual assistants!
When 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.
We suggest starting with a part-time option to see if our virtual assistant services are a good fit. As we go along, you can upgrade to a full-time option depending on the level of back office support that you need.
Yes, InsBOSS telemarketers receive a $5 incentive per transfer.
Maximize savings with semi-annual payments in any of our premium packages
| Packages | Monthly | Semi-Annual | Discount |
|---|---|---|---|
|
Full-time Voice Package |
$2,419 |
$2,299 |
$120 |
|
Part-time Voice Package |
$1,509 |
$1,439 |
$70 |
Gain the Freedom to do more!
Discover how our insurance VAs can transform your day-to-day tasks. Take our 5-minute survey and let us customize back office solutions tailored to your needs.
Get the freedom to do more.
For more details about how we can help your insurance business, contact us by clicking the button below. You may also choose to chat with us via the Live chat!
Grow your business with InsBOSS
Want to learn more about our back office support? Connect with us and let’s discuss how our insurance VAs can help elevate your business. Click the button below to submit an inquiry!
For other concerns, send us a message or click the Live chat button.
For application or open position inquiry, refer to our recruitment email.
