Elevate Teams. Insurance Virtual Assistants

scale your insurance agency with the right match

Strategic growth starts with the right people. Bilingual virtual assistants, insurance trained, and matched for culture and performance.
Powering growth for independent insurance agencies across the U.S.

more than a virtual assistant company, we build teams that scale agencies

Elevate Teams was built by insurance operators who understand the pressures of running an agency. We place bilingual insurance virtual assistants from Latin America with independent agencies across the U.S., building dependable teams that scale with your business.
Alignment
Culturally aligned professionals who integrate seamlessly into your agency.
Communication
Fluent English and Spanish / Portuguese. Clear communication across every interaction.
Collaboration
Real time collaboration across all U.S. time zones.
Commitment
Full time professionals committed to long term growth.
Ready to scale your agency with the right people?
Get matched

a proven system that powers your growth

How we source, train and match virtual assistants to your agency.
Step 1: Recruitment
We source and vet bilingual professionals across Latin America who meet high standards for communication, professionalism, and insurance aptitude so you don't waste time interviewing unqualified candidates.
Step 2: Training
Every candidate completes a four week insurance training program built by agency owners and grounded in real workflows including Epic, EZLynx, AMS360, and HawkSoft. They do not start from zero. They start prepared.
Step 3: Matchmaking
Matchmaking is what sets us apart. We match based on skillset, communication style, personality, and work habits, so your virtual assistant integrates seamlessly into your existing team, not just your task list.
Step 4: Success
We stay involved after placement with structured onboarding support, performance monitoring, and long term success management because real growth does not end at hiring.
See full process

real agencies, real growth

Insurance agencies across the U.S. are growing capacity, reducing payroll pressure, and keeping their culture intact with Elevate Teams.
“I couldn’t have asked for a better experience."
If I could clone Alejandra for every one of your clients looking for an assistant for their Personal Lines, I would do it. She has been such a great addition to our team here. It's a match made in heaven. I couldn't have asked for a better experience with Elevate.
EAB Insurance
New Jersey
“We would recommend Elevate 10/10 times.”
Based on our experience with Maria we would recommend Elevate 10 out of 10 times. The rate at which she is able to adapt to ever changing business guidelines is impressive and comparable to seasoned insurance professionals. She has easily become family to us - we appreciate her so much! If she was any better we'd all be out of a job.
Brightway Insurance
North Carolina
“I tell everyone about Elevate!”
Carla and Aline are taking our agency to another level! I love to brag about how wonderful they both are. They have both taken on crucial roles on the team which allows our agency to grow. I tell everyone about Elevate! The program and process you have developed to match VAs with agents is brilliant!
Whitney Commercial Advisors
Florida
"I don't even like calling them virtual assistants."
They're core members of my team.
Community Risk Advisors
Virginia
"Integral part of our commercial team."
These ladies have really stepped up and are doing at least 80% if not more of the renewals for the agency. They are eager to learn everything regarding the insurance industry and do not shy away from any task given. They are very easy to communicate with.
DSM Insurance Group
Texas
"Her work ethic and attention to detail have made her a valuable asset to the team."
Erika has played a key role in our growth over the past year. She consistently demonstrates strong execution skills, handling tasks efficiently and meeting deadlines reliably. She's helped me tremendously.
Wilcox Family Insurance
Florida
"I've never had a more pleasant training experience with an individual."
Tatiana is honestly amazing! I can sincerely say that. She is very intelligent and capable, and has picked up complicated insurance concepts remarkably quickly. She has been a huge asset to our team, and we look forward to continuing working with her.
SRS Insurance Brokerage
New York
"Everybody in this office worships the place he steps on."
Isaac is a wonderful, productive, hard-working addition to our team. Always has such a positive attitude, he is very organized and keeps on top of all his work. We are so happy he is a part of our organization. We can't say enough how thankful we are for him. If he ever leaves us we are going to cry! 
Ashmead Insurance
Pennsylvania
"I haven't regretted our decision for a second."
Jose is a pleasure to work with. He is extremely smart and adapts quickly, and my favorite of all, he is proactive. He thinks ahead and does and creates things that we didn't ask him to do but are extremely useful. He sees ahead and tackles the issues head-on with efficiency and brings ideas to the table. He meshes perfectly with our culture.
Trawick Financial Services
Kentucky
"She is highly efficient with excellent communication, responsiveness and attention to detail."
Jess turned out to be exactly what we needed in a VA! Eager to learn and definitely looking to take on more responsibility as we continue to work with her. Definitely a team player. 
Lott & Gaylor Insurance
Florida
"We are not sure how we functioned before she came along."
We are extremely happy with Ligia's performance. She is a go-getter and taking on everything we give her with great efficiency and accuracy. She communicates any problems and is not afraid to ask questions. Our team loves her!
Bubela Partners
Texas
Read case studies

scaling smarter starts with the right team

Four tiers of insurance virtual assistants, built for where your agency is today and where it's growing.

admin

Back Office Support
$13.25 / hour
Policy Processing
Carrier Downloads
Cancellations
Auto ID Management
Get matched

client facing

Client Support Specialist
$14.40 / hour
*Everything in Admin, plus:
Inbound Calls
Billing Inquiries
Carrier Communication
Client Intake Management
Get matched

elevated

Advanced Insurance Operations
$16.10 / hour
*Everything in Client Facing, plus:
Audit Reviews
Quoting Support
ACORD Applications
Endorsements
Complex Certificates
2 Weeks of specialized training
Get matched

elevated+

Workflows, onboarding & training
Contact sales for pricing
*Everything in Elevated, plus:
Custom SOP Development
Workflow Mapping 
& Documentation
Process Optimization
Hands-on Operational Support
2 Weeks of specialized training
Get matched
We guarantee you’ll be happy with your assistant within 30 days or we’ll refund your payment.
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