get matched with the perfect insurance virtual assistant

Stop wasting your producers' time on admin work. Scale your agency with bilingual virtual assistants from Latin America, trained on HawkSoft, EZLynx, Applied Epic and AMS360.

Get Matched How It Works

Elevate Team's mascot, Ellie the giraffe.

Powering growth for independent insurance agencies across the U.S.

more than an insurance virtual assistant a true extension of your team

As former insurance operators, we don't just fill seats. We match your agency with highly vetted, bilingual virtual assistants from Latin America who seamlessly take over time-consuming workflows so your producers can focus on selling.

Elevate Teams bilingual insurance virtual assistant working remotely.

Alignment

Culturally aligned professionals who integrate seamlessly into your agency.

Elevate Teams insurance virtual assistant working with an independent agency.

Communication

Fluent English and Spanish / Portuguese. Clear communication across every interaction.

Elevate Teams virtual assistant for independent insurance agencies.

Collaboration

Real time collaboration across all U.S. time zones.

Elevate Teams insurance virtual assistant at work.

Commitment

Full time professionals committed to long term growth.

Ready to scale your agency with the right people?

Get matched

everything an insurance virtual assistant takes off your plate

From time-consuming data management to essential client support, our trained professionals handle the heavy lifting.

AMS and carrier downloads

Daily downloads processed, policies matched to accounts, documents filed, and mismatches flagged for review.

Billing and payments

Due-date and late reminders, auto-pay setup, carrier confirmations, and discrepancy follow-ups. Non-advisory.

Client communication

Calls, emails, and chats covered. Renewal reminders sent, and anything needing a license routed to your team.

Certificates of insurance

Requests logged and verified, routed to your cert team, completed COIs delivered, and saved to your AMS.

Policy servicing

ID cards and dec pages pulled, endorsement forms pre-filled, and service requests tracked to resolution.

Elevated

Quoting support

Quote info gathered, entered into your rater, and prepped so your agents can approve and bind.

How many hours is your team losing on these tasks?

See how much of your team's week goes to tasks a VA can own,
and how much could go to growth instead.

Run the numbers

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

how we find your perfect insurance virtual assistant

How we source, train and match the perfect insurance virtual assistant to your agency.

Elevate Teams bilingual insurance virtual assistants from Latin America.

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