Back-Office Service

Voice Package

LITE Monthly

✅ Accounting software management
✅ 1 Assigned Staff
✅ $499 One-Time Fee

$499 / month


✅ Accounting software management
✅ 1 Assigned Staff
✅ $499 One-Time Fee

$499 / month


✅ Accounting software management
✅ 1 Assigned Staff
✅ $499 One-Time Fee

$ 2,199


The Benefits of working with our Virtual Accountants

Always know where you are financially

We’ll help you set up an automated framework that seamlessly integrates your accounting software and payments application.

Comprehensive financial analysis to get your financials back on track

We’ll review and audit your books to make sure all transactions are accurately recorded, reflecting your actual book of business.

Bank on expert analysis all year round

When you work with our qualified CPAs, you have access to their knowledge throughout the year—not just tax season.

Get value for your money

InsBOSS virtual assistants are intensively trained. Delegate the day-to-day tasks that consume your 9-5 to professionals you can trust.

Work with CPAs who can adapt to the best tools and software in the industry

If you’re already using cloud-based platforms, our accounting team can quickly adapt to your software.

Holistic approach

Every task is thoughtfully executed. Every time we execute a task, we assess the impact to your financial statements as a whole as opposed to piecemeal bookkeeping.

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.

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

Need a reliable insurance back-office support? We got you!
Delegate your insurance back-office tasks to the right people, and enjoy the freedom to be more and do more!