Back-Office Service
Insurance Back-Office Services Voice Packages
Basic Packages
Best Value. Save up to $3,120
Full-Time, Semi-Annual
- 8 hours/day
- Cancel Anytime
- No sign-up fee
$ 2,089
/month
Premium Packages
Best Value. Save up to $3,420
Full-Time, Semi-Annual
- 8 hours/day
- Cancel Anytime
- No sign-up fee
$ 2,299
/month
Full-time = 8 hours a day. Part-time = 4 hours a day. No back-up coverage for Basic Package; pro-rated credit will take effect. One business day allowed for non-coverage due to VA’s unscheduled leave/absence. Back-up coverage for Premium Package in case of VA’s absence/leave
The Benefits of working with InsBOSS VAs
Be at ease knowing you don't need to start from scratch
Work with trained InsBOSS virtual assistants from the get go.
Save time and effort on training
Your InsBOSS virtual assistants go through comprehensive assessments and simulations and an intensive training program on the basics of insurance.
Sit back and relax
Up to 90% of your tedious daily tasks can be accomplished by your InsBOSS virtual assistant.
Enjoy the freedom to do more
Get a support team at no additional cost
A Customer Success Team, Quality Control Department, and your Account Executive team with your InsBOSS virtual assistant to make sure we meet your expectations.
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.
Frequently Asked Questions
As of now, we only cater to Property and Casualty Insurance.
Yes. All InsBOSS Virtual Assistants have undergone more than 160 hours of intensive training.
We give trainees a comprehensive simulated experience on InsBOSS 5 stages of insurance so they have a working knowledge by the time they start integrating with their assigned client. Holistic approach of training as opposed to key-strokes.
They are not licensed. However, 80-90% of your daily back-office tasks can be done by your VAs. The only thing that they cannot do is they cannot sell or discuss a policy.
Our Virtual Assistants can do insurance back-office tasks from Application, Quoting, Binding, Policy Issuance, Servicing to Miscellaneous tasks such as customer service, commission reconciliation, keeping track of renewals, etc.
Yes. You can choose our Voice package option so your Virtual Assistant can take and make phone calls for you.
Yes. You can choose your Virtual Assistant through a Screening Phase. However, to be more convenient for you, we highly encourage you to entrust the profiling of your VA to us as we already have a Proven Process in place.
Your Virtual Assistant will be sending Start-of-day and End-of-day emails each working day. The Virtual Assistant and Client Success Managers will be in a video meeting for the whole duration of the shift to make sure that every task is being completed.
We will be sending you an End-of-Day report highlighting the tasks done by your VA each day.
InsBOSS Quality Control Department audits the tasks of the VAs. Moreover, all VAs are under the guidance of their respective Client Success Manager and Subject Matter Experts who make sure that they do the task efficiently and accurately.
Definitely yes. You can start with a Part-time option to see if our service is a good fit to your insurance business.
Yes. Our Client Success Managers and Subject Matter Experts who are supervising the Virtual Assistants have all working knowledge in navigating different Agency Management Systems.
We didn't have a process in the past. I hired people to do the Accounting and it didn't work the same InsBOSS does with my agency. I am happy with the progress, very satisfied.
Dan Santora
