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 more out of your hours by focusing on the things that matter—nurturing relationships, closing a sale, and growing your business.
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.

Get 100% back-up coverage

With InsBOSS, you do not only get a dedicated VA — you get support from our whole team. Enjoy emergency back-up services in case of your VA’s absence.

Know more About Back-Office Solutions

Application
We’ll fill out accord forms and upload data in your Agency Management System.
Quoting

We can quote with direct carriers, submit accounts to agencies for quotes, and send proposals to your insureds

Binding

We organize binding documents, bind quotes with your direct carriers, and submit bind requests to agencies.

Policy Issuance
We’ll send policies to your insureds and file policies and upload corresponding documents into your Agency Management System
Servicing
We can process: endorsements, cancellations, reinstatements, invoices, payments, certificates, audits, recommendations, renewals, and rewrites.
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.

Let’s work together.

Insurance

Back-Office Services

All hands on deck. Helping hands-free you of the tasks that keep you from doing more.

Insurance

Telemarketing Services

Business with a personal touch. Grow sales and nurture customer relationships.

Get the freedom to do more.

Grow your business with InsBOSS

Take back your freedom now

Just answer a few quick questions and we’ll match you with the back-office services you need to unlock more free time than you ever thought possible.