Get to Know Our Back Office Solutions
Optimize your back office with our premium virtual assistants services including:
Application
We’ll fill out acord forms and upload data in your Agency Management System.
Binding
We organize binding documents, bind quotes with your direct carriers, and submit bind requests to agencies.
Servicing
We can process: endorsements, cancellations, reinstatements, invoices, payments, certificates, audits, recommendations, renewals, and rewrites.
Quoting
We can quote with direct carriers, submit accounts to agencies for quotes, and send proposals to your insureds.
Policy Issuance
We’ll send policies to your insureds and file policies and upload corresponding documents into your Agency Management System.
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.
When virtual feels personal. Entrust your back-office tasks with professionals
Benefits of Working with
InsBOSS Premium Virtual Assistants
Streamline your insurance back office services with the following perks:
Work with trained insurance virtual assistants
Get freedom to do more as you save time and effort on training. InsBOSS VA’s receive 160 hours of intensive training on the basics of P&C Insurance. Enjoy the flexibility and ease that comes with knowing you don’t need to start from scratch.
Up to 90% of your tasks covered
Enjoy more hours to focus on growing your business with our Insurance Virtual Assistants capable of supporting up to 90% of your daily operations. Leave the back office to us, while you focus on the income-generating aspects of your business.
Support team included
Experience genuine care like we are family as you get support from our InsBOSS family at no additional costs. Get a customer success team, quality control, subject matter experts, and an account executive for seamless back office support.
Get 100% back up coverage
In our effort to treat your business like it is our business, you do not only get a dedicated insurance virtual assistant, you get support from our whole team. Enjoy emergency full-coverage in case of your VA’s absence. Savor the peace of mind that comes with uninterrupted daily operations.
Voice-capable insurance virtual assistants
Gain agile and dynamic administrative support with insurance virtual assistants who can make and take calls for you. Our voice-capable VA’s will help you ensure that you maintain meaningful relationships with your customers.
Experience premium services
With our goal to provide freedom to every life we touch, elevate your insurance back office with our premium services tailored specifically to meet the unique needs of your business.
Features you get to enjoy with InsBOSS
Unlock the following incentives when you hire a virtual assistants with InsBOSS:
Insurance-focused Back-office service
We only cater to the US Property & Casualty Insurance Industry.
Free Integration Phase
We offer a free 10-day integration phase for alignment of business standards.
No Hidden Fees
You can cancel anytime and enjoy freedom from initial fees with our no lock-in contract and no sign-up fee policies.
Security & Protection
We have Error & Omissions and Cybersecurity policies in place for your security and protection. Our InsBOSS VA’s also use Teramind to protect your sensitive data and personal information.
Flexible service
Whether you need back office support in a full-time or part-time capacity, we have flexible monthly plans to cater to your unique needs.
Let’s work together!
Customize virtual assistant services that fit your unique needsGet the freedom to do more.
For more details about how we can help your insurance business, contact us by clicking the button below. You may also choose to chat with us via the Live chat!
Grow your business with InsBOSS
Want to learn more about our back office support? Connect with us and let’s discuss how our insurance VAs can help elevate your business. Click the button below to submit an inquiry!
For other concerns, send us a message or click the Live chat button.
For application or open position inquiry, refer to our recruitment email.
