Who we work with

Built for two industries. Expanding into a few more.

Every SBSO specialist trains on the workflow of the industry they support — the tools, the terminology, the pace — not generic back-office tasks.

Primary focus

Insurance Agencies

Independent agencies drowning in policy admin instead of writing new business. We handle policy servicing, renewal follow-up, COIs, and carrier communication inside your AMS — so retention stops depending on whoever has time that day.

Primary focus

Roofing & Exterior Contractors

Owners, GMs, and estimating managers who need more bids out the door. We handle takeoffs, estimate building, permit paperwork, and job coordination inside your existing estimating software.

Also growing into

Auto Dealerships

Applying the same managed-operations model to service coordination, follow-up, and back-office support for dealership teams. A newer focus for SBSO, run with the same KPI-driven supervision as our core industries.

Plumbing & Home Service Trades

Scheduling, billing, and customer follow-up support for plumbing and other home-service trades. An emerging focus alongside insurance and construction, not yet a primary vertical.

Why industry-specific matters

Generic back-office help doesn't know your workflow.

A generalist VA learns your systems on your dime. Every SBSO specialist already understands the workflow of the industry they're placed in before they ever touch your account.

01

The terminology is already known

FNOL, COI, endorsements, takeoffs, tear-offs — no ramp-up spent explaining basic vocabulary.

02

The tools are already familiar

AMS platforms, estimating software, CRM systems — specialists are matched to what you already use.

03

The pace is already understood

Insurance runs on renewal cycles. Construction runs on bid deadlines. Support is built around the rhythm that actually matters to your business.

✓ YOU REVIEW OUTCOMES — WE RUN THE OPS

Don't see your industry listed?

Tell us what you run. If it's a fit for a managed operation, we'll say so honestly.

Book a free discovery call