With InsBOSS, we value:
Integrity
Discipline
Professionalism
Positivity
Growth-mindset
Family
Communication
Insurance Back Office Solution Systems or InsBOSS
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 2 months of intensive training which eliminates the need for our clients to train their own.
WHAT WE DO
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Fill out acord forms including endorsement requests, cancellation requests, etc.
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Fill out affidavits and total cost form
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Research data on the property or risk such as construction, year built, distance to coast, crime rate, etc.
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Quote and prepare quote proposal
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Follow up on open quotes with your prospect
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Issue certificates of insurance or binders
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Send policy documents to your customers
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Request for endorsements
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Send renewal letters
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Follow up on open quotes with your prospect
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Issue certificates of insurance or binders
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Organize your files based on your preference
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Follow up or reach out to your customers to follow up for payments, recommendation compliance etc.
WHAT YOU GET
With InsBOSS you don’t have to...
Things you have to think about as an employer
Where your MONEY IS INVESTED TODAY
Capital for:
- Office Space
- Computer Equipment & Printers
- Communication Devices
- Software Applications
- Office Furniture
Working Fund for:
- Employee Recruitment & Skills Training
- Employee Salaries & Bonuses
- Employee Benefits for Health Insurance
- Leaves for Vacation/Sickness
- Employee Pension/Retirement Plans
- Employer Liability Insurance
- Federal & State Income Taxes
- National Insurance Coverage
Because with us you will have...
Your Very Own Virtual Assistant:
- Trained by experts in insurance & backed by an
experienced business team
- Who is only a phone call away whenever and
wherever you are
- Guaranteed to have a replacement to assist you
as and when needed
YOU will be assisted with:
- Timely Quoting, Policy Issuance, Renewals,
Endorsements, Claims Processing, Policy
Servicing
- Daily Monitoring Reports on Transactions
- Prompt Customer Service
- Monthly Business Recap
SIGN UP NOW AND SAVE!!!
$2,000 Sign Up Fee
$5,000 in Training Fees
Overhead Costs
Infrastructure Costs
More importantly...YOU SAVE TIME!
TESTIMONIALS
CONTACT US
450 Sunrise Highway
Unit 2H
Rockville Centre, NY 11570
Tel: 833-467-2677