Ready to sell more policies?

Boost productivity with
our insurance-trained
virtual assistants

Reclaim time to focus on sales and
clients, while we take over the admin
workload that’s slowing you down.

Ready to sell more policies?

Boost productivity with
our insurance-trained
virtual assistants

Reclaim time to focus on sales and clients,
while we take over the admin workload
that’s slowing you down.

Ready to sell more policies?

Boost productivity
with our
insurance-trained
virtual assistants

Reclaim time to focus on slaes
and clients, while we take over
the admin workload that’s
slowing you down.
0 +

Tasks completed from hundreds of clients all over the United States

100 %

Extremely low margin of error based on QA audits, ensuring exceptional precision and reliability in our services

0 %

Average client satisfaction rating every month

One of the top choices of insurance brokers in the United States

Trusted by:

Brook Insurance Associates
Sunnyside Insurance
Texas Shield Insurance
DJAM Insurance
Myers and Hayden Insurance
Ohio Insurance Agents
Insurance Solutions Group

Smart Insurance Solutions, Powered by Global Expertise

Featured in:

Big I Independent Agent

Committed to serving the needs of independent insurance agents and brokers nationwide.

Kansas Association of Insurance Agents

Your trusted resource for insurance professionals in Kansas.

ISG United

A leading global technology research and advisory firm.

Ohio Insurance Agents

Where independent insurance agents are at the heart of everything they do.

A Trusted and Accredited Company Across the Nation

BBB Accredited Business
5-Star Rating on Google

Accredited with the highest standards of trust and integrity in the marketplace

Beyond Virtual Assistants, Your Partner in Growth

As an insurance broker, your day is filled with administrative and repetitive tasks, from quoting policies to processing renewals and responding to client requests. Here’s where we lend a hand. We lift the weight off your shoulders by taking on these tasks.

More than virtual assistants, we work alongside you as your partner and as an extension of your team, so you can focus on what truly matters: growing your business and enjoying life outside of work.

InsBOSS virtual assistant training and quality assurance

TRAINING AND QUALITY THAT YOU CAN TRUST

Our VAs are rigorously trained to take on up to 90% of back office from completing ACORD, to quoting, binding, managing renewals, to post-sale.

With consistent QA audits, you can trust your work is handled with precision and care.

LEARN MORE about our VA training and quality
InsBOSS holistic support team

HOLISTIC TEAM SUPPORT EVERY STEP OF THE WAY

Your VA comes with a complete team across Customer Success, QA, Subject Matter Experts, and Account Management.

In the absence of your primary VA, a backup VA steps in immediately, ensuring zero disruption to your workflow.

LEARN MORE about our holistic team support
Full transparency with real-time VA reporting

FULL TRANSPARENCY BRINGING PEACE OF MIND

Tools and systems are in place to give you real-time visibility into every VA task, providing clarity and oversight.

Detailed reporting is included at no cost, enabling you to track progress and uncover insights that guide business decisions.

LEARN MORE about our full transparency and reporting

Real Humans, Real Support Across Your Business Lifecycle

Real growth comes from having a partner who supports you at every stage. We go beyond completing individual tasks. Rather, we provide end-to-end support across your business ecosystem, evolving with you as your business grows.

Our Journey Together Starts Now

Our partnership begins in 4 simple steps, with real support every step of the way.

UNDERSTAND YOUR CHALLENGES
CREATE A PLAN
INTEGRATE SEAMLESSLY
CONTINUOUS SUPPORT
UNDERSTAND YOUR CHALLENGES
Step 1

UNDERSTAND YOUR CHALLENGES

We start by learning your workflow, identifying bottlenecks, and understanding the support your agency needs most.

Our Client Stories

Trusted by hundreds of U.S. insurance brokers, discover how InsBOSS has helped them scale and grow.

InsBOSS client testimonials
5.0
(46+ reviews)
google
Nathan Edge
April 3, 2025

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!

google
Brian V
April 1, 2025

Very happy we decided to use InsBOSS for our VA service.

google
William
April 1, 2025

Great work and quick response time.

google
Lisa Folks
April 1, 2025

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!

google
michelle haskins
March 28, 2025

I just celebrated my one year anniversary with Insboss and I am very pleased. Highly recommended.

google
Renee Reese
March 28, 2025

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!

google
April Goldberg
March 28, 2025

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.

google
David Beck
March 28, 2025

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.

google
Mike Guity
March 27, 2025

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.

Frequently Asked Questions

Our rate starts for as low as $6/hour. The exact cost depends on the solution that best fits your business needs, including the type of service such as Back Office Support, Spanish-speaking Support, Telemarketing, Virtual Accounting, or a combination of these, and whether you opt for part-time or full-time coverage.

Training is included in the package. Every VA completes a rigorous 6-week training program, equipping them with P&C Insurance foundational knowledge. VA tools and benefits are also provided at no additional cost.

You can be assured that your investment delivers long-term value. Not only can you save up to 70% compared to local hiring, but more importantly, you gain complete and sustainable support. Your investment includes 100% backup coverage. If your dedicated VA is unavailable, a backup is ready to step in, ensuring zero disruption to your operations. Additionally, you'll have access to a full team, from Client Experience, to Operations, Quality Control, and IT, providing ongoing support beyond your dedicated VA.

We'd love to help you find the right solution for your business! Explore our services and pricing guide here (InsBOSS services and pricing guide).

Compared to traditional VA providers, InsBOSS offers Virtual Assistants who are comprehensively trained in U.S. Property & Casualty insurance fundamentals. You're not getting a generic VA, you're getting someone who already knows the basics of insurance, equipping them to adapt and learn your own agency's processes.

Unlike other insurance-focused VA providers, we offer more than just staffing. Firstly, we provide a complete support ecosystem from Client Experience, to Operations, Quality Control, IT, and Subject Matter Expert teams who work together behind the scenes to support your VA, while our backup coverage ensures business continuity in the event that your VA is unavailable.

Secondly, we provide flexible engagement options. We tailor our services to fit your business needs. Whether you need part-time or full-time support, or prefer a fully managed experience with our Premium Plan or greater control through our Flex Plan, we give you the flexibility to choose. Plus, with a money-back guarantee and no lock-in period, getting started with InsBOSS is completely risk-free.

Lastly, we have built-in security and data protection so you can have peace of mind that your company data is safe.

At InsBOSS, you're not simply hiring a VA—you're investing in a reliable and flexible outsourcing solution designed especially for insurance brokers like you.

Here at InsBOSS, protecting our clients' data is a top priority. We maintain strict information security standards through a combination of secure technology, controlled access, and continuous monitoring.

Strictly Role-based Data Access
All employees only have access to the information required to perform their responsibilities. Additionally, all InsBOSS employees are bound by a Non-Disclosure Agreement (NDA).

Company-Issued Workstations
All employees use InsBOSS-issued computers configured exclusively for company work. Personal devices are not permitted. Each workstation is centrally managed by our IT Department and configured according to company security standards.

Endpoint Protection & System Security
All company devices are equipped with multiple layers of security protection to help defend against malware, ransomware, viruses, phishing attempts, and unauthorized system changes.

Secure VPN Access
Employees must connect through InsBOSS's secure Virtual Private Network (VPN) before accessing company systems or client information. VPN access provides encrypted communication, protects data transmitted over residential internet connections, and helps prevent unauthorized access or interception of sensitive information.

Activity Monitoring & Security Oversight
We utilize Teramind, a user activity monitoring platform, on all company-issued workstations. Teramind provides our IT with visibility into all activities performed on company devices, helping identify potential risks and strengthen security controls.

Through these measures, you can trust that InsBOSS provides a secure and controlled environment designed to protect your business information while enabling efficient remote operations.

Our VAs are located in the Philippines and Colombia. Across both locations, we follow strict performance and security standards. Quality Control processes are in place, as well as security protocols and systems to safeguard data and maintain the highest standards of confidentiality. Regardless of where your VA is based, they work in sync with your business hours, whether you're on Eastern, Central, Pacific, or Mountain time, ensuring consistent communication and real-time support throughout your workday.

No, our VAs are dedicated to one client only. When you onboard a VA through InsBOSS, they're assigned exclusively to your agency. We don't split time between multiple brokers or accounts.

That level of focus helps with consistency, quality, productivity, and confidentiality.

Compared to hiring in-house, you can save up to 70% on staffing costs while also reducing the time and resources required for training, onboarding, tools, benefits, and day-to-day supervision.

Here at InsBOSS, each VA has completed a 6-week training and assessment program on the basics of P&C Insurance, and only those who successfully pass move forward as VAs. This means your VA already has the foundational knowledge and skills needed to learn your agency's own processes, reducing the time and effort typically required for onboarding and training. InsBOSS also provides the VA tools and benefits, so you wouldn't have to worry and spend on these.

Beyond training, we also have dedicated Quality Control processes in place to monitor performance and productivity across all VAs. We also use proprietary tools to track and manage VA tasks, providing you with performance reports on a regular basis, giving you full visibility without requiring hands-on supervision.

Overall, with InsBOSS, you will definitely regain back time and freedom to focus on your business growth, as we lessen your burden when it comes to training, onboarding, and staff management.

What truly sets InsBOSS apart is that we don't simply deploy a trained VA. We are committed to setting both you and your VA up for long-term success. All InsBOSS VAs complete a comprehensive 6-week training program on the basics of U.S. Property & Casualty insurance. But that is not enough. We make sure that our VA gets to seamlessly integrate with your agency's processes.

That's why we've developed a structured onboarding process designed to ensure a smooth transition into your agency. As part of this process, we provide an integration period at no additional cost: 10 business days for Back Office and Telemarketing services, and 5 business days for Virtual Accounting.

During the integration period, your VA focuses on your top three tasks. This allows us to understand your workflows, identify opportunities for improvement, and make necessary adjustments before your VA's official start date.

Throughout the integration, your VA is supported by their Team Leader and our Subject Matter Experts to ensure they receive the guidance needed to perform successfully. Each session is recorded for future reference and continuous improvement.

After integration, we officially begin execution, marking your VA's official start date and the commencement of your billing period.

Rather than simply "plugging and playing", we invest the time and resources to ensure your VA is fully integrated into your business, creating a smooth onboarding experience and setting the foundation for a successful partnership.

You don't have to worry about those. Since our VAs are employed and managed by InsBOSS, you're not hiring them directly.

There's no payroll setup, tax filings, and employment classification concerns on your end.

If your VA is out, we have internal back-up coverage readily available at no additional cost, ensuring zero disruption to your business operations. Whether it's planned leave or an emergency, we don't leave clients stranded, our team steps in to keep things moving.

P&C insurance is our specialty. We provide insurance-trained Virtual Assistants for back-office support, Spanish-speaking support, and telemarketing services for Property & Casualty insurance agencies.

However, our virtual accounting services are for ALL industries. So no matter your industry, if you need reliable virtual accounting support, you can count on us. We can help you with bookkeeping, financial statements preparation, payroll management, AR/AP management, inventory management, and many more. Accounting and financial tasks shouldn't be a headache, and that's what we're here for.

Our Premium Plan is an end-to-end VA solution wherein we handle everything from Sourcing, Training, Payroll and Compliance, up until Operations management and Quality Control. This is perfect for you if you want to fully outsource your VA operations.

Our Flex Plan is an Employer of Record solution. In this setup, we handle the employment logistics—including sourcing, training, payroll, and compliance—while you retain full control over your VA's day-to-day operations. This option works best if you already have established workflows that you'd like your VA to follow.

Ultimately, it comes down to how you prefer to work: full outsourcing with the Premium Plan or with operational control with the Flex Plan. The choice is yours.

Discover What Your Business Needs in 4 Quick Questions

Take this quick survey and we’ll match you with the solution that best fits your unique needs.

Streamline your business with actionable insights

Visit our blog for tips and guidance on Virtual Assistants, Telemarketing, Virtual Accounting, and Spaning-Speaking Support. Discover practical advice on how to improve efficiency, increase productivity, and scale smarter through virtual assistance.

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