Jim Boos
Founder & CEO @Policivo
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WORK HISTORY
Founder & CEO @Policivo
Palo Alto, CA, US
Founded and launched Policivo, a vertical SaaS platform purposebuilt for independent agencies, brokers, and MGAs to modernize insurance billing workflows.• Designed and architected full-stack platform using modern web technologies (React, TypeScript, Node.js, PostgreSQL) • Built configurable billing engine supporting agency bill, direct bill, MTAs, multi-policy invoicing, and compliance-sensitive workflows.• Integrated Stripe Connect, automated payment processing, PDF invoice generation, and physical mail fulfillment APIs.• Developed pricing architecture, tiered subscription model, and goto-market strategy targeting 2–100 employee agencies.• Led product design, UX, data modeling, and systems architecture from zero to production launch.Implemented secure multi-tenant infrastructure with scalable cloud deployment.• Built outbound GTM engine leveraging targeted insurance operator outreach and LinkedIn-led demand generation.• Positioned Policivo at intersection of revenue recognition, cash flow visibility, and operational efficiency for agencies.• Created compliance-aware invoicing logic addressing premium tax, surplus lines, and reconciliation complexities.
EDUCATION
The University of British Columbia
Bachelor of Commerce - BCom, Accounting
British Columbia Institute of Technology
Accounting
SKILLS
ABOUT JIM BOOS
I’m the Founder & CEO of Policivo, a billing platform built specifically for independent insurance agencies, brokers, and MGAs.After 25+ years in insurance finance and operations, I saw the same problem everywhere: billing workflows that don’t reflect how insurance actually works, especially in a world dominated by direct bill, endorsements, refunds, and regulatory scrutiny.Policivo fixes that.We help agencies and MGAs issue clean, compliant invoices, handle refunds and negative MTAs correctly, and reconcile billing without workarounds.If you’re running an agency or MGA and your billing process feels fragile, manual, or risky — that’s exactly what we built this for. Learn more: Or DM me if you want to see how this works in practice.
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