Insurance Back – Office Solution Systems (InsBOSS)

Point of Contact:  Emma Gallegos, CCO

Website:  http://www.insboss.net

Available Services: Insurance Virtual Assistance, Telemarketing Services, Bookkeeping & Accounting Services

IAOA Members Exclusive Discount :

  • Get $100 OFF every single month (save $1200  annually)
  • First 10 days FREE of charge
  • With 60-day money-back guarantee, no questions asked.

At InsBOSS, we are committed to provide freedom while helping insurance agency owners grow their business.

We are an insurance-industry-focused back-office company offering three services specifically tailored for your needs. Founded in 2017 by Joe Gallegos, an insurance underwriter in Morstan for over 11 years, and  Chris Gallegos with vast experience in the Business Process Outsourcing, InsBOSS continue to serve the US insurance industry by giving agency owners time to focus on things that matters such as making sales & build client relationships.

Back-Office Virtual Assistance

Our Virtual Assistants are well versed in the basics of US Property and Casualty Insurance. They undergo more than 160 hours of intensive training.

Tasks they can do for you:

  • Application
  • Quoting
  • Binding
  • Policy Issuance
  • Servicing
  • Miscellaneous (customer service, phone calls, commission reconciliation, etc)

Telemarketing Services

Get those leads converted into actual sales! Win the game by setting up your very own telemarketing operations without lifting a finger. We do the call. You get the sales.

  • Average calls per day: 125 – 250 dialed calls
  • Average calls per week: 1,000 dialed calls
  • Average calls per month: 7,000 – 10,000 dialed calls
  • *Average warm transferred calls: 21-25 per month

 

*Proven and tested

*Up to 38 warm lead transfers in a month

 

Accounting Services

Gain clarity on your financials. Elevate and automate your accounting process. Experience CPAs expertise all year round.

  • Accounting & Bookkeeping
  • Accounts Receivables & Payables
  • Financial Statements Preparation & Analysis
  • Daily task updates
  • Reports
  • Expert CPAs consultancy

With InsBOSS, you don’t just get your VA, Telemarketer or Accountant. You get a whole Client Success Team working on your account to ensure high quality of service.