Staff Boom review for insurance agencies: pricing, tasks and licensing
Staff Boom runs insurance back-office and customer service teams from Peru and the Philippines. It focuses on commercial lines servicing, submissions, renewals and accounting.
It fits agencies on Applied Epic or AMS360 that want pooled help without hiring one person. Shared Services costs $1,199 a module, and dedicated teams are quoted.
- Best for
- Commercial lines agencies on Applied Epic or AMS360 that want pooled help or a small dedicated team
- Price
- Shared Services $1,199 a module. Module 1 is the required base, so two modules cost twice that
- Where they work
- Peru and the Philippines
- Dedicated or shared
- Shared Services modules or a dedicated team of two or more
- Minimum size
- Two employees on a dedicated team, or Module 1 on Shared Services
- Languages
- English and Spanish
Our take
Staff Boom is a team service, not a one-assistant placement. Shared Services sells blocks of support time, and a dedicated team starts at two people.
Shared Services only works if you run Applied Epic or AMS360. Spanish service and around-the-clock customer service help agencies with Spanish-speaking or after-hours callers.
No license details or contract terms are published. Get the term, notice and licensing rules in your agreement.
Pros
- Published module price for Shared Services
- Spanish and English service
- Customer service offered around the clock
- Tested training manuals and checklist policy review
- Staff Boom says the staff are its own employees
Cons
- Shared Services supports only Applied Epic and AMS360
- Dedicated teams need at least two people
- No license details for staff
- No published term, notice or exit rules
- No SOC 2 report posted
Pricing and setup fees
| Option | Price | What you get |
|---|---|---|
| Shared ServicesAgencies on Applied Epic or AMS360Published price | $1,199 a module | 3,300 minutes of support a month per module. Module 1, Document Management, is the required base. Each added module costs the same again |
| Dedicated teamAgencies with steady volume | Quote only | At least two Staff Boom employees on your work |
| Spanish SolutionsSpanish-speaking clients | Quote only | Spanish and English service during your business hours |
Price as of October 2026. By our math, 3,300 minutes is 55 hours, so one module works out to roughly $22 an hour. The other modules cover accounting, certificates, policy checking, policy servicing and submission prep.
What they can do
- Typical tasks
- Policy servicing, certificates, renewals, endorsements, carrier downloads and notices, policy checking, applications and submission packages, quote gathering and proposals, commission statements and reconciliation, first notice of loss intake, mail processing and lead generation support.
Ask about licensing. Quote gathering is on the task list, but no license details are posted. Keep advice and binding in-house.
Who the assistants are
- Where they work
- Peru and the Philippines
- Hours and time zone
- Customer service is offered around the clock by phone, chat and email. Spanish Solutions works your business hours, and data conversion can run on night shifts.
- Languages and phone work
- English and Spanish. Customer service covers phone, live chat and email.
- Insurance experience
- An insurance-trained team focused on commercial lines servicing, submissions, renewals and accounting
- Dedicated or shared
- Both. Dedicated teams have at least two employees. Shared Services pools capacity and sells it in modules.
Client data security
Security
Encrypted VPN connections, data security tools and intrusion prevention. Staff Boom posts no SOC 2 report.
Supervision and backup
- Who supervises
- A dedicated management contact, tested training manuals, time tracking down to the minute in some operations, checklist-based policy review and reports you set up.
- Replacement
- Staff Boom retrains a replacement when someone leaves.
Who employs them
- Employer
- Staff Boom says the staff are its own employees in Peru and the Philippines, and handles their employment.
Staff Boom alternatives
- PatraQuote onlyInsurance-only operations firm with licensed account managers
- ReSource ProQuote onlyManaged operations at scale with ISO 27001 and SOC reports
- SelectsysQuote onlyWorkflow desks with trained backups and a SOC 2 badge
- Cover DeskQuote onlyPay-as-needed team plus Spanish service from Monterrey
See every option in insurance virtual assistants.
Frequently asked questions
How much does Staff Boom cost?
Shared Services is $1,199 a module, with 3,300 minutes of support a month in each. Module 1 is always included, so adding a second module doubles that. Dedicated teams are quoted.
Are Staff Boom staff licensed?
No license details are posted. Treat them as unlicensed until Staff Boom confirms otherwise.
Which agency systems does Staff Boom work in?
Applied Epic and AMS360. Shared Services is built for those two.
Does Staff Boom offer Spanish-speaking staff?
Yes. Spanish Solutions handles Spanish and English client service during your business hours.
How we researched this review. We based this review on the pricing, terms and product pages published by Staff Boom, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Staff Boom quit selling or a contract term that reads different now, let us know and send the link to the page where Staff Boom has it. Somebody here pulls up that page and checks it before we change anything on ours.