Elevate Teams. Insurance Virtual Assistants

elevate your insurance agency

Bilingual Insurance Virtual AssistantsElevate Teams. Insurance Virtual AssistantsElevate Teams. Insurance Virtual AssistantsElevate Teams. Insurance Virtual AssistantsElevate Teams. Insurance Virtual AssistantsElevate Teams. Insurance Virtual AssistantsElevate Teams. Insurance Virtual AssistantsBilingual Insurance Virtual AssistantsBilingual Insurance Virtual Assistants
We specialize in client-facing virtual assistants and CSRs
to grow your insurance agency
see how it works

we place
people
not tasks

Full-time, dedicated professionals from Latin America, delivering exceptional service starting at just $12.65 per hour

why choose Elevate Teams

Bilingual Insurance Virtual Assistants
Curated Talent
Our Virtual Assistants (VAs) are bilingual, college-educated and meticulously handpicked to align with your agency's specific tasks, needs, and culture.
Bilingual Insurance Virtual Assistants
Time Zone Synergy
Our VAs are based in Latin America and operate in the Eastern, Central, and Pacific time zones, ensuring seamless collaboration with your team
Agency Management System Experts. Hawksoft, AMS360 and Applied EPIC
Specialized Training
Developed by insurance agency owners, our proven 4-week rigorous training program ensures every VA is ready on Day 1 with a strong foundation to succeed.
The Right Fit:
We provide you with a curated list of top-tiered talent that si specifically aligned with your agency's goals and matches your company culture. You interview and select the perfect fit for your
agency.
Elevate Teams Core values
Built for Scalability
After experiencing the benefits of hiring a VA from Elevate Teams, approximately 71% of our clients, hire at least one more VA.
Enterprise Grade Cybersecurity:
Our modern approach to security si DFS compliant and leverages Zero Trust principles that; Prevent, Detect, and
Respond to Cyber Attacks at Machine-Speed.
Agency Management System Experts. Hawksoft, AMS360 and Applied EPIC
AMS Mastery
Our VAs are trained in HawkSoft, AMS360, and Applied Epic.
get ready to elevate

Performing tedious yet necessary admin tasks is costing your insurance company time and MONEY. Your NEW Virtual Assistant Is Based in LATIN AMERICA (right next door)

Let's get you delegating!

Virtual Assistants

Elevate Teams. Insurance Virtual Assistants
notices of cancellation
Elevate Teams. Insurance Virtual Assistants
carrier downloads
Elevate Teams. Insurance Virtual Assistants
AMS admin
Elevate Teams. Insurance Virtual Assistants
billing
Elevate Teams. Insurance Virtual Assistants
simple certificates of insurance

CSRs

Elevate Teams. Insurance Virtual Assistants
audits
Elevate Teams. Insurance Virtual Assistants
assist with quoting
Elevate Teams. Insurance Virtual Assistants
expiration list and remarketing
Elevate Teams. Insurance Virtual Assistants
info for endorsements
Elevate Teams. Insurance Virtual Assistants
complex certificates of insurance

Accounting

Elevate Teams. Insurance Virtual Assistants
invoicing
Elevate Teams. Insurance Virtual Assistants
premium collections
Elevate Teams. Insurance Virtual Assistants
carrier &producer payables
Elevate Teams. Insurance Virtual Assistants
reconciliations
Elevate Teams. Insurance Virtual Assistants
commission statements downloads and uploads
Elevate Teams. Insurance Virtual Assistants
Veronica is doing fabulous. She is smart, follows instructions, and is a quick learner. She is exceeding my expectations in every sense of the word. This is coming from someone who has very high standards... She is doing so well that I would like her to speak with customers on an as-needed basis
Champions Insurance. Insurance Virtual Assistants
Heidi Loosemore
Champions Insurance | AMS 360
Champions Insurance. Insurance Virtual Assistants
Everything has been spectacular. It has taken a lot of stuff off my plate, there is so much stuff we do at our agencies that virtual assistants can do. It’s a leverage play. How much am I worth? Should I be doing tasks? Probably not I should be out selling and prospecting.
Patriotic Insurance Group Insurance Virtual Assistants
Rob Bowen
Patriotic Insurance Group | Hawksoft
Patriotic Insurance Group Insurance Virtual Assistants
Aaron is doing very well so far. He is very responsive and handles whatever tasks we have with detail. We always encourage him to ask questions and he does. However, he seems to figure out a lot of the issues on his own, which is a great trait with insurance business. Aaron has been doing a great job. He pays attention to the details and questions a lot which is a great trait to have.
Wagley Agency Insurance Group. Insurance Virtual Assistants
Robert L Smit
Wagley Agency | Hawksoft
Wagley Agency Insurance Group. Insurance Virtual Assistants
I am so glad I was open to giving this one more chance when I heard about Elevate Teams... I signed on with one VA at first, a month later, I asked for another and then two months later, I got my third! The quality of the talent is top notch! ...the important piece for me is to know that the managers at Elevate treat my VA's well too... I made it clear that I also want to know that they advocate for their VA's happiness as well –and that– communication is KEY!
Woodland Park Insurance Testimonial. Insurance Virtual Assistant
Gail Crozier
Woodland Park Insurance | QQ Catalyst
Woodland Park Insurance Testimonial. Insurance Virtual Assistant
Laura has been great, continuing to grow and learn, having had 3 VAs over the last years what strikes me is that Laura constantly asks “good” questions, I just need to keep incorporating her into workflows around here. To say it another way, once we have Laura loaded up with work on a recurring basis I anticipate reaching back to you for a potential additional team member.
Alexander, Greep & Tate Insurance. Testimonial of Insurance Virtual Assistants
Johnathan Tate
Alexander, Greep & Tate Insurance | Applied Epic User
Alexander, Greep and Tate Insurance. Testimonial Virtual Assistants
Testimonial Insurance Virtual Assistants
We guarantee you'll be happy with your assistant within 30 days or we'll refund your payment.
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