Get More Done with InsBOSS Premium VA Services

Experience premium services when you hire a virtual assistant with InsBOSS

Get to Know Our Back Office Solutions

Optimize your back office with our premium virtual assistant services including:

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.

When virtual feels personal. Entrust your back-office tasks with professionals

Benefits of Working with InsBOSS Premium VAs

Streamline your insurance back office services with the following perks:

Work with trained insurance virtual assistants

Get freedom to do more as you save time and effort on training. InsBOSS VA’s receive 160 hours of intensive training on the basics of P&C Insurance. Enjoy the flexibility and ease that comes with knowing you don’t need to start from scratch.

Up to 90% of your tasks covered

Enjoy more hours to focus on growing your business with our Insurance Virtual Assistants capable of supporting up to 90% of your daily operations. Leave the back office to us, while you focus on the income-generating aspects of your business.

Support team included

Experience genuine care like we are family as you get support from our InsBOSS family at no additional costs. Get a customer success team, quality control, subject matter experts, and an account executive for seamless back office support.

Get 100% back up coverage

In our effort to treat your business like it is our business, you do not only get a dedicated insurance virtual assistant, you get support from our whole team. Enjoy emergency full-coverage in case of your VA’s absence. Savor the peace of mind that comes with uninterrupted daily operations.

Voice-capable insurance virtual assistants

Gain agile and dynamic administrative support with insurance virtual assistants who can make and take calls for you. Our voice-capable VA’s will help you ensure that you maintain meaningful relationships with your customers.

Experience premium services

With our goal to provide freedom to every life we touch, elevate your insurance back office with our premium services tailored specifically to meet the unique needs of your business.

Features you get to enjoy with InsBOSS

Unlock the following incentives when you hire a virtual assistant with InsBOSS:

Insurance-focused Back-office service

We only cater to the US Property & Casualty Insurance Industry.

Free Integration Phase

We offer a free 10-day integration phase for alignment of business standards.

No Hidden Fees

You can cancel anytime and enjoy freedom from initial fees with our no lock-in contract and no sign-up fee policies.

Security & Protection

We have Error & Omissions and Cybersecurity policies in place for your security and protection. Our InsBOSS VA’s also use Teramind to protect your sensitive data and personal information.

Flexible service

Whether you need back office support in a full-time or part-time capacity, we have flexible monthly plans to cater to your unique needs.

Let’s work together!

Customize virtual assistant services that fit your unique needs
Insurance Telemarketing Services Business with a personal touch. Grow sales and nurture customer relationships.
Virtual Accounting and Bookkeeping Services Discover custom accounting services done by the book.

Get the freedom to do more.

Grow your business with InsBOSS

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.

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