Jim Boos in

Jim Boos

Captain · DISC type DS
Founder & CEO at Policivo
📍 Palo Alto, California, United States

Jim Boos is the Founder and CEO of Policivo, a billing platform for the insurance industry. Leveraging over 25 years of experience in finance and operations at companies like AIG, the CPA is solving long-standing billing workflow challenges. Colleagues describe him as a creative, hard-working, and consummate professional.

Despite his deep background in finance, Jim personally designed and architected the full-stack Policivo platform using modern web technologies like React, TypeScript, and Node. js.

Read the full overview →
Experience
30 Years
Current Role
Founder & CEO
Job Level
Leadership
Location
Palo Alto, California, United States
Personality Overview

How Jim shows up

Decisive But Calm
Output-Driven
Dynamic But Sincere

They are very professional in their approach and can weigh multiple perspectives together. They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time.

Priorities

Topics Jim cares about

Insurance Billing
He founded Policivo specifically to fix complex billing workflows (direct bill, agency bill, refunds) for insurance agencies, a problem he identified over his 25-year career.
Vertical SaaS
He built Policivo as a vertical SaaS platform for a specific niche. His experience at SaaS company TriNet also points to his expertise in this business model.
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Career

Work history

9-2025
Founder & CEO
Policivo
12-2024 - 4-2025
Strategic Finance Consultant (Contract)
Confidential UHNW Clients
7-2023 - 11-2024
VP Strategic Finance
Private Client Select
2020 - 7-2023
VP Due Diligence & Strategic Initiatives
AIG
2017 - 2019
Vice President, Financial Planning & Analysis
TriNet
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Accounting
British Columbia Institute of Technology
Bachelor of Commerce - BCom
The University of British Columbia
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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