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Pricing Inquiries

Price Rates

How do your rates compare to other insurance back-office solutions?

We offer premium insurance virtual assistant services at competitive rates. Our pricing reflects the specialized knowledge and reliability we bring to your insurance back-office. Unlike generic VAs, our team is well-versed in property and casualty insurance basics. Plus, our monthly subscription includes full coverage with backup support - a feature rarely found in other insurance back-office services. This means you're not just hiring a VA; you're gaining a comprehensive insurance back-office support system.

For a more detailed overview of the additional support included in our premium virtual assistance service, please see the table below:

Price Value of Service

Why are your insurance back-office solutions so expensive?

Our pricing reflects the premium, comprehensive nature of our services, which offer significantly more value than a regular freelancer. With InsBOSS, you're not just getting an insurance virtual assistant; you're gaining access to an entire support team, 100% backup coverage to ensure uninterrupted service, and the protection of both errors and omissions and cybersecurity liability policies.

These features substantially reduce your operational risks and administrative burdens, potentially saving you time, money, and energy in the long run. When you consider the comprehensive support, risk mitigation, and peace of mind our service provides, you'll find that InsBOSS offers exceptional value for your investment.

On-Boarding Process

10-Day Integration Phase

Why do you have a 10-day integration phase for your insurance back-office services?

While our insurance virtual assistants are well-versed in P&C insurance basics, every agency's insurance back-office is unique. The 10-day FREE integration phase allows us to match our insurance back-office support to your specific needs. We use this time to understand the intricacies of your business, ensuring our insurance virtual assistants can seamlessly integrate into your day-to-day. It's our investment in creating a perfect match between our capabilities and your agency's unique insurance back-office needs.

View our 5-Step Proven Process

Setting up of W2

Do I need to set-up W2 and other employee benefits for my VA?

No, you don't need to worry about W2 forms, employee benefits, or any other HR administrative tasks for your insurance virtual assistant. InsBOSS has all of that covered for you. We handle everything from employee benefits administration, payroll processing, and compliance with labor laws. Your only responsibility is to keep your monthly subscription with InsBOSS up to date. This arrangement simplifies your operations, reduces administrative overhead, and allows you to focus on your core business activities. You get all the advantages of a skilled insurance virtual assistant without the complexities of traditional employment, making your experience with InsBOSS as smooth and hassle-free as possible.

VA Location / Remote Set-up

Where do you source your insurance virtual assistants from?

Our insurance virtual assistants are primarily sourced from the Philippines. However, our VAs work remotely and are fully equipped with the necessary tools and technology, including secure internet connections and industry-standard software. Additionally, our insurance virtual assistants report during US time zones and follow US holidays, ensuring seamless integration with your business operations.

VA Selection

How do you screen your insurance virtual assistants?

At InsBOSS, we understand that our insurance virtual assistants are the backbone of our insurance back-office solutions. That's why we screen candidates for our insurance back office through a standard process. This includes initial skills assessments, English proficiency tests, and thorough background checks. Successful applicants undergo a 4-week training program in the basics of Property and Casualty (P&C) insurance, culminating in theoretical and practical exams.

Additionally, we offer clients the opportunity to interview and select their insurance virtual assistant from our pool of trained candidates, ensuring a perfect match for their agency's unique needs.

VA Onboarding

How soon can my dedicated insurance virtual assistant start working on my insurance back-office tasks?

Your dedicated insurance virtual assistant can start handling basic tasks within 10 business days from our initial consultation. Our streamlined process includes screening, strategic planning, and integration. We offer a FREE 10-day integration phase where your VA works under your supervision, learning your specific preferences and standards at no additional cost to you.

VA Onboarding 2

What’s your process for onboarding your insurance virtual assistants?

Our onboarding process for insurance virtual assistants follows a proven 7-step approach designed to seamlessly integrate our back-office support into your operations. We begin with a discovery phase to understand your specific needs, followed by strategic planning to optimize our insurance back office solutions for your agency. Next, we carefully screen and select the most suitable insurance virtual assistants who match your requirements. The integration phase allows your outsourced virtual assistants to familiarize themselves with your specific preferences, tasks, and workflows. During the execution phase, our insurance virtual assistants begin fully managing your assigned back-office tasks. Finally, we enter the client success phase, maintaining ongoing communication to ensure our virtual insurance assistance continues to meet your evolving business needs.

VA Replacement

What if I don’t like the Insurance Virtual Assistant assigned to me? Can I ask for a replacement VA?

Yes, you can request a replacement VA at any time. At InsBOSS, we treat you like family and prioritize your satisfaction. If you're not happy with your assigned insurance virtual assistant, simply contact your dedicated account executive or client success manager and explain your concerns. We'll work with you to understand your needs and assign a more suitable insurance virtual assistant. This process is free of charge and reflects our commitment to providing you with the best possible service.

Benefits and Service Features

TQM & Task Monitoring

How do you monitor the productivity of your insurance virtual assistants?

We monitor our VA’s productivity using our Task Queue Management (TQM) Tool. It makes insurance back office work easier, giving freedom and peace of mind to every client we help. The TQM provides comprehensive oversight of your insurance back-office operations, meticulously tracking VA productivity and ensuring a consistent 95% utilization rate. We monitor VA activities daily, focusing on one task at a time for improved accuracy and efficiency. It also generates customized end-of-day reports detailing completed tasks, time spent, and overall efficiency of your insurance virtual assistant, offering a clear, data-driven picture of your day-to-day. This results in an efficient, well-monitored VA team that consistently delivers quality work without requiring constant client attention.

Specific Benefits of InsBOSS

What makes InsBOSS stand out in insurance back-office solutions?

InsBOSS isn't just another insurance back-office provider. Our Insurance Virtual Assistants come trained in the basics of P&C Insurance and are ready to adapt to your specific processes.

We ensure business continuity through our 100% backup coverage system and maintain consistent quality via our rigorous QA processes.

Additionally, you not only get insurance back-office support from your VA, but also from our team of Subject Matter Experts, Client Success Managers, and our Operations Manager, ensuring you have a smooth experience with us.

Lastly, we have a proprietary task management tool designed specifically for insurance back-office needs, generating reports tailored to your agency's requirements.

The best part? All of this support comes for free when you get a VA with us!

See The Benefits Of Working With Us

Previous Negative Experience with VAs

How is InsBOSS different from freelancers I’ve worked with before?

With InsBOSS, you're getting more than just an insurance virtual assistant – you're partnering with an entire support system tailored for the insurance industry.

Unlike freelancers, our VAs are insurance specialists backed by a comprehensive team. You'll have a dedicated Account Executive (AE) overseeing the management of your account with us, a Client Success Manager ensuring your satisfaction with our services, and a Quality Assurance team maintaining high standards.

We provide 100% coverage with our backup VA system and prompt IT support. This collaborative environment addresses common freelancer pitfalls, offering you a reliable, professional solution that adapts to your agency's needs.

Unlike freelancers, we take full responsibility for our work quality through our Errors & Omissions (E&O) policy. This policy protects you from costly mistakes, which are typically not covered when working with freelancers.

In essence, InsBOSS combines the personalized service of an insurance virtual assistant with the resources and reliability of a full-fledged insurance back-office team.

Objections to Needing The Service

Why does my agency need an insurance virtual assistant if we’re already doing well on our own?

Even well-running agencies can benefit from insurance back-office solutions. Our insurance virtual assistants help streamline operations, allowing you and your team to focus on high-value tasks like sales and client relationships. Many of our clients find they can take on more business and improve customer satisfaction without increasing in-house staff. It's not about fixing what's broken – it's about optimizing your agency for even greater success and growth.

Back-up policy if VA resigns

What would happen to my InsBOSS subscription if my dedicated insurance virtual assistant resigns?

We have a 100% backup policy in place to ensure uninterrupted service. If your dedicated VA resigns, we'll promptly notify you and immediately begin the process of assigning and training a new VA for your account. This new VA will be thoroughly trained on your specific processes and requirements, ensuring a seamless transition with minimal disruption to your operations.

Our backup policy guarantees that you'll always have a trained, dedicated insurance virtual assistant managing your back-office tasks, even during unexpected staff changes. This entire process is covered under your existing subscription at no additional cost, reflecting our commitment to providing reliable, consistent support for your insurance agency.

Data Security

Data Security

How do you protect sensitive insurance data?

We take the security of your insurance back-office seriously. Our Insurance Virtual Assistants only access the data necessary for their tasks. We implement strict access controls, comprehensive Non-Disclosure Agreements, and robust data protection policies. Once our service ends, we will remove all access to your information. Your sensitive insurance data remains just that - yours.

See our access and security policy here

Access to Sensitive Data

How do you monitor how your employees access and manage my sensitive data?

At InsBOSS, we understand that data security is a top concern for our clients. That’s why we’ve implemented a robust system to safeguard your sensitive information. At the heart of our approach is Teramind, a sophisticated monitoring tool that watches how our insurance virtual assistants handle your data. Additionally, our IT team regularly checks the company-provided computers our VAs use to clean up the PC history. We also have strict workflow processes for those who can access specific client files. It's all part of our commitment to protecting your data as if it were our own, giving you one less thing to worry about as you run your business.

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