BOSS PolicyAssist
Make your policy operations easier, cut costs, and boost your underwriting team's productivity with BOSS PolicyAssist. Our certified U.S.-based experts work directly in your systems to handle incoming documents, complete transactions, and take care of exceptions - quickly, accurately, and by the book. We help carriers lower operational workload while improving service and underwriting performance.
Removing the Daily Friction in Underwriting Operations
BOSS solves these day-to-day operational challenges so that your team can focus on higher-value work.
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Document & Transaction Overload
Underwriting teams face constant intake, third-party follow-ups, and routine processing.
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Delays in Quote-to-Bind
Tasks like inspections, endorsements, cancellations, and money transfers consume valuable internal resources.
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Compliance Risk from Manual Processes
Exceptions and overrides drain time and increase regulatory exposure.
Document Review & Transaction Processing
Accelerate underwriting decisions by delegating documentation review and mid-term policy servicing to trained professionals who understand your products, workflows, and compliance standards.
We handle:
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Reviewing inspection reports and flagging key issues for underwriters
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Sorting and uploading non-standard policy documents
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Verifying and attaching third-party reports like MVRs, CLUE, and ISO
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Making coverage updates, endorsements, and mid-term changes
What you get:
More time for underwriters to focus on complex risks
Faster quoting and binding thanks to cleaner submissions
Fewer errors and less rework with consistent, rule-based processing
Lower operating costs by shifting repeat tasks to a skilled, cost-effective team
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Incoming Document Management
Our intake team ensures that every document—regardless of how it’s received—is processed, filed, and linked accurately to the right policy. From scanning mail to managing fax queues, we make sure your records are up-to-date and audit-ready.
We handle:
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Centralized processing of all incoming mail, emails, and faxes
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Smart tagging of documents by type, urgency, and policy
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Direct uploads into your system with quality checks
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Rerouting of documents with missing or incorrect info for quick correction
What you get:
Free up internal teams from scanning, sorting, and filing
Make policyholder documents instantly available for underwriter review
Reduce risk and admin workload with consistent workflows
Boost output without adding staff - helping improve your bottom line
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Exception Processing
We handle high-complexity, low-frequency policy tasks that often become bottlenecks—ensuring each exception is resolved quickly, cleanly, and in full compliance with carrier protocols.
We handle:
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Premium reallocations, refunds, and write-offs
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Policy corrections, cancellations, and reinstatements
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Manual renewals for policies that don’t auto-renew
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Agent of record changes and related documentation updates
What you get:
Fewer delays and backlogs in exception handling
More accurate policy and billing records
Happier agents thanks to faster turnaround on complex issues
Scalable support that helps reduce fixed overhead and lower admin costs