At the Office

Experience the freedom to do more

We'll free your time, money and energy -- Your freedom is our business. 

 
 

Trusted by Insurance Brokers and Agents all over the United States

Insurance Brokers Agents Trust InsBOSS
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Insurance brokerage/agency

Kim Bassford, Insurance Agencies Inc.

"Our biggest fear was we had to rely on InsBOSS to provide a qualified Virtual Assistant. This fear was unfounded. Rey, our virtual assistant has been wonderful. InsBOSS made the transition to working with a virtual assistant seamless by providing a platform for training via screen  sharing. InsBOSS leadership and Rey have been flexible and accommodating meeting the changing needs of the agency. Rey's role continue to evolve and he has met and exceeded all of our expectations."

Insurance brokerage/agency

Josephine Gabriele, Fairmont Insurance

"InsBOSS has provided us with high quality service and go the extra mile to ensure our satisfaction. They strive to work hard and work closely with our team to provide a fast resolution for any issues that arise. We are very happy with the service and hope to bring more InsBOSS virtual assistants to our team in the near future."

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Brittany Farranto, MB Insurance Agency

"You magically find time to do things like.... eat lunch! Knowing how easy it is to work with them, it is not something I would even think twice about."

 
 

InsBOSS 
Insurance Back Office Solution Systems

We'll free your time, money and energy -- Your freedom is our business. 

We are an insurance industry focused back office company. We provide insurance brokers and agents with well trained virtual assistants who alleviate a lot of the daily tasks that are time consuming and non-income generating. This gives our clients time to focus on sales and building closer customer relationships.

Our Virtual Assistants are well versed in the basics of US Property and Casualty Insurance. They go through more than 160 hours  of intensive training. we prepare our VAs through a comprehensive simulated experience so they have a working knowledge by the time we start integrating with your organization.

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Thomas McKee, Thomas McKEE Insurance Agency

“I was amazed by the Quality Control that InsBOSS has”

“I always refer you. The fact that I refer people to you or boast about you is important. If I was unhappy I’ll move to those other companies, but you guys are doing a really, really good job. I’m very happy with what you’re doing.”

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Tom Baker, Insurance Agency Growth Coach

“One single reason that I did business for any other agency - it is secured data. It’s private data, E&O exposure, people are not going to sell and steal my data.” 

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Richard Caranante, RPC Insurance

“The experience was excellent. We came at a time when we needed back-up support, someone who is up and running and trained. It was a very smooth experience… We don’t have to train them that much.”

WHAT WE DO

  • Fill out acord forms including endorsement requests, cancellation requests, etc.

  • Fill out affidavits and total cost form

  • Research data on the property or risk such as construction, year built, distance to coast, crime rate, etc.

  • ​Quote and prepare quote proposal

  • Follow up on open quotes with your prospect

  • ​​Issue certificates of insurance or binders

  • Send policy documents to your customers

  • Request for endorsements

  • Send renewal letters

  • Follow up on open quotes with your prospect

  • ​​Issue certificates of insurance or binders

  • ​Organize your files based on your preference

  • Follow up or reach out to your customers to follow up for payments, recommendation compliance etc.

Business Video Call

InsBOSS 
Insurance Virtual Assistance

Focus on growing your business

while we take care of:

Timely Quoting

Policy Issuance

Renewals

Endorsements

Claims Processing

Policy

Servicing

Daily Monitoring

Reports on Transactions

Prompt Customer Service

Monthly Business Recaps

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Have the freedom to focus on developing customer relationships and growing your business.

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SIGN UP NOW AND SAVE!!!

$2,000 Sign Up Fee

$5,000 in Training Fees

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Overhead Costs

Infrastructure Costs

More importantly...YOU SAVE TIME!

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CONTACT US

450 Sunrise Highway

Unit 2H

Rockville Centre, NY 11570

inquiries@insboss.net

Tel: 833-467-2677

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