Jim Boos

Captain
DISC Type : DS

Founder & CEO at Policivo

Palo Alto, California, United States

Overview

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.

Personality Overview

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.

Topics They Care 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.
FinTech Innovation
[Predicted] His current venture sits at the intersection of insurance, finance, and technology, indicating a strong interest in technology-driven solutions for financial services.

Media Appearances

Jim has no verified media appearances

Work History

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

Education

Accounting from British Columbia Institute of Technology
Bachelor of Commerce - BCom from The University of British Columbia

More Information

Social Presence :

Prographics :

Exp : 30 Location : Palo Alto, California, United States Job Level : Leadership Designation : Founder & CEO at Policivo
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Suggest clear next steps with confidence, don't be vague or hesitant
  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't shy away from asking hard questions, but be extra polite
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Jim

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Jim take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Jim

Personality Compatibility


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