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Boost your Productivity using InsBOSS

Increase your sales using our proven virtual assistance solutions curated for insurance businesses​ like yours

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Tasks completed from hundreds of clients all over the United States

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Extremely low margin of error based on QA audits, ensuring exceptional precision and reliability in our services

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Average client satisfaction rating every month

One of the top choices of US insurance agents and brokers for quality insurance back-office solutions

How Can Virtual Assistants Help Your Business?​

By enhancing productivity, your agents can serve more clients and ultimately contribute to

higher sales and profitability

Improving Agent Productivity

InsBOSS virtual assistants can handle all tasks that can be performed by unlicensed insurance agents. Developed and perfected over the years, our Insurance Back Office Solution Systems (InsBOSS) have been designed and refined by industry experts, tested and proven to drastically streamline the productivity of insurance agencies and brokerages like yours.

Finding Quality Staff

Part of InsBOSS is a rigorous Quality Assurance (QA) process to meticulously measure, review, and evaluate the quality of completed tasks assigned to your virtual assistant. Our dedicated QA team audits around 56,000 insurance back office tasks to ensure top-notch quality so your customers are excited to do business with you.

Attracting & Keeping Clients

*78% of insurance customers say they will switch insurance agencies/brokerages for a better experience. We have virtual assistants (trained in P&C insurance) that will help you track your conversations with prospective/current clients, track renewals and follow up with leads for you so that you take advantage of every opportunity to grow your business. *According to a study by Bain & Company care of the Insurance Journal

How can InsBOSS​ help you increase your sales?

Discover the power of outsourcing virtual assistants for your insurance back-office needs, with genuine care that feels like family.

Lead Generation

Our insurance telemarketers reach out to your leads, offer your services, and set appointments like an extension of your team. Once a lead is qualified, our VAs transfer the call to your agents in real-time, helping your brokers close sales with hot leads instantly.

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Back Office Servicing Support​

With meticulous attention to detail and QA standards in place, our team can manage insurance applications, quotes, binding, and policy processes in your AMS.

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Virtual Accounting Support

Our virtual accountants manage your bookkeeping and finances, helping insurance brokers keep track of transactions and reports. With a deep understanding of insurance, we provide clear, up-to-date financial data so you can make smart decisions.

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Comprehensive Post-Sale Service

From endorsements to claims filing, our insurance virtual assistants can handle up to 90% of your end-to-end admin tasks and other post-sale follow-up support.

Where To Find A Virtual Assistant?

More and more Insurance agencies are wasting time on administrative tasks. At InsBOSS, our insurance trained VAs will take over your repetitive work. Take back hours everyday and start focusing on growing your business.

Trusted and recommended by Insurance Agents and Brokers all over the United States

Our insurance virtual assistants can take your business to the next level. But don’t just take our word for it—find out what our clients say about our back-office services and the benefits of outsourcing with us!

Ben Rodriguez

I am very pleased with both Anna and Lott(InsBOSS VA) – they have become important parts of our team that we can rely on . They have been professional and thorough, and I have no doubt they will both continue to evolve in the process.

Eli Cohen

Bash(InsBOSS VA), you really go above and beyond of what’s required every single day! It’s clear that you care so much about helping each and every client, and your work makes a huge impact on the growth of our company! Keep up the amazing work!

Christian Huth

Thank you, Dane(InsBOSS VA)! Great job working through the quotes. I’ve been very impressed with your ability to get through our tasks today. I’m excited to continue growing our relationship and getting to know you better.

Dan Chadwell

Ram(InsBOSS VA), we are very thankful you are part of our team and have come along way in just a short time. Great job so far, and please keep up the good work!

Nick Arrigo

Edward(InsBOSS VA) has been doing a great job.

Both Spencer and I have been extremely impressed with his work ethic and knowledge.

Justin Thomas

I’ve used many virtual assistants in the past, but none as reliable and consistent as InsBOSS.

Discover What You Need In 4 Quick Questions

Take this quick survey and we’ll match you with the insurance back-office solutions that best fits your unique needs.

Get free insights to all things insurance back-office

Visit our blog for tips and guidance on insurance back office services, insurance virtual assistants, insurance telemarketing, and virtual accountants. Get practical advice to improve your business operations and stay informed.

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