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 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
through our full suite of virtual assistance services:
APPLICATION
Fill out ACORD forms and
upload data in your AMS
BINDING
Organize binding documents,
bind quotes with your carriers,
and submit bind requests to
agencies
SERVICING
Endorsements, cancellations
reinstatements, certifications,
renewals, rewrites, and more
QUOTING
Quote with carriers, submit
accounts to agencies, and
send proposals to insureds
POLICY ISSUANCE
Send policies to insureds and file
policies into your AMS
OTHER TASKS
Customer services, inbound/
outbound calls, commission
reconcilations, and many more
Benefits of Delegating Your Back Office to Us
MONEY-BACK
GUARANTEE
Eligibility-based refund
NO LOCK-IN
CONTRACT
Monthly subscriptions at a fixed
rate, with full-time or part-time
options
DATA SECURITY
& PROTECTION
Error & Ommissions and
Cybersecurity policies in
place to safeguard you
TOOLS & BENEFITS
PROVIDED
VAs come with laptops and tools,
as well as healthcare and
insurance benefits
TRAINED FOR
P&C INSURANCE
Six weeks of training &
assessment
VOICE - CAPABLE
VAs
VAs who can make and take
calls for you
FULL SUPPORT
TEAM
Customer Experience Manager,
Operations, Quality Control, IT
and back-up VA at no extra cost
FREE INTEGRATIONS
PROCESS
Complimentary integration
phase for seamless alignment of
business standards
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 application or inquiries about open positions,
please refer to our recruitment email at careers@insboss.net
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 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
through our full suite of virtual assistance services:
APPLICATION
Fill out ACORD forms and
upload data in your AMS
BINDING
Organize binding documents,
bind quotes with your carriers,
and submit bind requests to
agencies
SERVICING
Endorsements, cancellations
reinstatements, certifications,
renewals, rewrites, and more
QUOTING
Quote with carriers, submit
accounts to agencies, and
send proposals to insureds
POLICY ISSUANCE
Send policies to insureds and file policies into your AMS
OTHER TASKS
Customer services, inbound/
outbound calls, commission
reconcilations, and more
Benefits of Delegating Your Back Office to Us
MONEY-BACK
GUARANTEE
Eligibility-based refund
NO LOCK-IN
CONTRACT
Monthly subscriptions at a fixed rate, with full-time or part-time options
DATA SECURITY
& PROTECTION
Error & Ommissions and
Cybersecurity policies in
place to safeguard you
TOOLS & BENEFITS
PROVIDED
VAs come with laptops and tools,
as well as healthcare and
insurance benefits
TRAINED FOR
P&C INSURANCE
Six weeks of training &
assessment
VOICE - CAPABLE
VAs
VAs who can make and take
calls for you
FULL SUPPORT
TEAM
Customer Experience Manager,
Operations, Quality Control, IT,
and back-up VA at no extra cost
FREE INTEGRATION
PROCESS
Complimentary integration
phase of seamless alignment of
business standards
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 application or inquiries about open positions,
please refer to our recruitment email at careers@insboss.net
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
Fill out ACORD forms and upload data in your AMS
BINDING
Organize binding documents, bind quotes with your carriers, and submit bind requests to agencies
SERVICING
Endorsements, cancellations, reinstatements, certifications, renewals, rewrites, and more
QUOTING
Quote with carriers, submit accounts to agencies, and send proposals to insureds
POLICY
ISSUANCE
Send polices to insureds and file policies into your AMS
OTHER TASKS
Customer services, inbound/outbound calls, commission reconcilations, and more
Benefits of Delegating
Your Back Office to Us
MONEY-BACK
GUARANTEE
Eligibility-based refund
DATA SECURITY
& PROTECTION
Error & Ommissions and Cybersecurity policies in place to safeguard you
NO LOCK-IN
CONTRACT
Monthly subscriptions at a fixed rate, with full-time or part-time options
TOOLS & BENEFITS
PROVIDED
VAs come with laptops and tools, as well as healthcare and insurance benefits
TRAINED FOR
P&C INSURANCE
Six weeks of training & assessment
VOICE - CAPABLE
VAs
VAs who can make and take calls for you
FULL
SUPPORT TEAM
Customer Experience Manager, Operations, Quality Control, IT, and back-up VA at no extra cost
FREE INTEGRATIONS
PROCESS
Complimentary integration phase for seamless alignment of business standards
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 ng bansa na nag-eespañol.
For application or inquiries about open positions,
please refer to our recruitment email at careers@insboss.net
