We don't send people. We build operations.
SBSO builds and runs the back office behind growing service businesses — insurance agencies, roofing contractors, and beyond — so your team stays focused on customers, not buried in admin work.
Six managed functions. One accountable operation.
Each one is built around your existing systems and supervised daily — you set the targets, we run the execution.
Operations Coordination
Task tracking, inbox management, scheduling, and vendor coordination — the daily execution work that keeps a business moving.
Agency Back-Office Support
Policy servicing, renewals, COIs, and carrier follow-up — run inside your AMS, not around it.
Estimating Support
Takeoffs, bid prep, and proposal coordination, built inside your existing estimating software.
Client Support Operations
Inbound calls and emails, retention follow-up, and renewal reminders — handled on U.S. business hours.
Sales Development & Appointment Setting
Lead follow-up, outbound prospecting, and appointment setting that keeps your pipeline warm.
Billing & Collections Management
Billing inquiries and collections follow-up, integrated into QuickBooks or your existing system.
An owned function, not a staffed seat.
Most outsourcing means managing someone else's employee. With SBSO, you review outcomes — we own the process behind them.
- 01 — You define itSet the KPIs that matter: turnaround time, accuracy, response rate, retention.
- 02 — We build itSOPs written around how your business actually operates, not a generic playbook.
- 03 — We staff itA specialist hired and trained specifically for your workflow before they touch your systems.
- 04 — We supervise itA dedicated supervisor manages daily performance. You never manage an individual directly.
Built for two industries. Expanding into a few more.
Every specialist trains on the workflow of the industry they support — not generic back-office tasks.
Insurance Agencies
Policy servicing, renewal follow-up, COIs, and carrier communication — for agency owners and principals who need retention protected without adding CSR headcount.
Roofing & Exterior Contractors
Estimating, permit paperwork, and job coordination — for owners, GMs, and estimating managers who need more bids out the door.
Auto Dealerships
Applying the same managed-operations model to service coordination, follow-up, and back-office support for dealership teams.
Plumbing & Home Service Trades
Scheduling, billing, and customer follow-up support for plumbing and other home-service trades — an emerging focus alongside our core industries.
One call to start. No guesswork after that.
Four steps, in this order, every time.
One knowledge-transfer call
We learn your workflow, systems, and priorities in a single call — not a drawn-out discovery process.
We build the SOPs
Documented specifically around how your business actually operates — not a generic outsourcing playbook.
You approve the specialist
We source and screen a candidate matched to your exact workflow, then present them for your approval — you're never assigned someone sight-unseen.
A dedicated supervisor runs it daily
You review outcomes against the KPIs you set. You never manage an individual team member directly — and if it's ever not the right fit, we replace the specialist at no cost to you.
Same working day. Different overhead.
Real-time overlap, not overnight hand-offs
El Salvador runs on Central Time. Your morning is our morning — no waiting until tomorrow for something logged today.
English-fluent, workflow-trained
Every specialist is trained specifically for the workflow they support — not generic virtual-assistant tasks.
Led personally by Josh Román
Founder & Managing Director — SBSO stays small enough that every account gets direct oversight, not a hand-off to whoever's available that day.
See if your business is a fit for a fully managed operation.
One call. We'll tell you honestly whether SBSO fits how you work.
Book a free discovery call