Ready to multiply your premium?
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
Smart Insurance Solutions,
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Stay ahead in the dynamic insurance landscape with our insightful articles on industry best practices. Partner with a globally recognized outsourcing leader to streamline your operations and achieve remarkable growth. As featured in:
Committed to serving the needs of independent insurance agents and brokers nationwide.
Your trusted resource for insurance professionals in Kansas.
Accredited with the highest standards of trust and integrity in the marketplace.
A leading global technology research and advisory firm.
Where independent insurance agents are at the heart of everything they do.
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.
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.
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.
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.
4 Easy Steps To Get Started with Insurance Back Office Support
Discover our easy 4-step proven process designed for busy brokers needing immediate back office support.
We follow a clear, simple process:
Discover how independent brokers outsource their insurance back office to professionals:
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.
Why clients choose InsBOSS
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!
5.0
(46+ reviews)
Outstanding Virtual Assistant Services - We couldn’t be happier with the virtual assistant services provided by InsBOSS. From day one, our assigned assistant, Cel, has been an incredible asset to our team. She is highly efficient, detail-oriented, and proactive in handling daily tasks, allowing our in-house employees to focus on our client interactions. The amount of workload she has taken off our team has been invaluable. Since bringing her on board, we’ve seen a noticeable improvement in productivity and workflow efficiency. Not only does Cel bring professionalism and dedication to every task, but she also integrates perfectly with our company culture, making collaboration smooth and effortless. The impact of having a reliable virtual assistant has been a game changer, and we highly recommend InsBOSS to any business looking to streamline operations and free up valuable time for their employees!
Our agency has been very impressed with InsBOSS and with our VA Donna. The process to get started was quick, efficient and professional. The communication with the team at InsBOSS has been great and they are always very responsive. Donna is great at completing tasks and is willing to learn new things and take on more responsibility as needed. It's been a great investment for our agency and our VA has helped the agency be more efficient in this hard market!
I just celebrated my one year anniversary with Insboss and I am very pleased. Highly recommended.
My VA, Kai is awesome! She always meets any challenge that I throw at her. I feel so lucky to have her helping me every day!
I am very happy with the service I have received from InsBoss. Anna, our VA has been great to work with and has become a valuable member of her team. I highly recommend InsBoss top anyone looking for a VA.
InsBoss has been a great partner for my agency. Nara is an absolute God-send. She is efficient and on time in every task. I wish I had partnered with them sooner.
Chris has recently had some struggles with Zd tickets and figuring out where to triage them. As a result of the errors, tickets have been sitting in limbo for longer than normal. Joy is progressing well with her management of tickets.
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