Elevated Plus - ElevateTeams

no workflows? no time? no problem

For independent insurance agencies that want to scale but lack documented processes, Elevated+ builds your SOPs, workflows, and delegation structure so you can successfully onboard and maximize a trained assistant.

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Does this sound like your agency?

breaks that cycle

Elevated+ gives you the right hire and the systems to support them—built with you for long-term growth.

Standard VA

Elevated VA

Culture-fit matching:

Matched on skills, personality, communication style, and values — not availability.

Workflow documentation:

What’s in your head is captured and turned into SOPs and checklists — reviewed and approved before finalizing.

Custom training before day one:

Your VA is trained on your real processes before they ever start working.

Hands-on support on the first 30 days:

Involvement to refine workflows, troubleshoot issues, and adjust in real time.

The Result? A fully trained team member who truly understands your agency, and a growing library of SOPs you own and can reuse every time you scale.

no sops? no problem.

Here’s where we start: We work with your agency to identify your biggest pain points and build the systems that will create the most immediate impact.

Personal Lines

Policy changes
Renewal prep & remarketing support
Billing issues & non-pay cancellations
Policy downloads & documentation
Inbox management & follow-ups

Commercial Lines

Certificates of insurance (COIs)
Endorsements & policy servicing
Renewal prep & tracking
New Business Submission intake & carrier follow-ups
Document management & downloads

Map your first systems with Elevated+

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real agencies, real growth

From increasing quoting capacity to reducing payroll pressure, our partners grow without compromising service or culture

“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

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real agencies, real growth

no more starting from scratch

Elevated+ includes:

Complete operational documentation
A fully trained virtual assistant
Systems you own forever
Weekly accountability & 30-day support

Contact sales for pricing

Every month without systems costs you. Lost productivity. Failed hires. Growth you can't capture because you're stuck doing everything yourself.

Elevated+ breaks that cycle.

Book a Strategy Call

frequently asked questions

How is Elevated+ different from a regular VA?

A regular VA adds support to your existing operations. Elevated+ builds the structure those operations run on.

With Elevated+, we first document and optimize your workflows, clarify delegation, and create the systems your VA will operate inside. Then we integrate and train your assistant within that structure.

How long does the buildout take?

Typically 2–3 weeks from kickoff to your VA's first day, depending on role complexity. We move fast because we know you need help now—not in 3 months.

What happens after 30 days?

That's exactly why we start with guided sessions. We'll walk through your day, identify the repeatable tasks eating your time, and help you prioritize what to document first. You don't need to figure this out alone.

What happens after 30 days?

Your VA keeps working, and we keep building your systems library with you.

Here's how it works: We build 3 core workflows in your first 90 days to get your VA fully operational. After that, we add 1 new SOP every 30 days—whether that's expanding into new tasks, refining existing processes, or documenting workflows you've been meaning to capture.

The result? A growing library of systems you own forever, always building on a strong foundation instead of starting from scratch.

Who makes the final decisions on processes?

You do. We document, you approve. Nothing gets trained or implemented until you sign off. These are your systems; we just help you build them.

What if I have the workflows but not the time to train?

We'll audit your existing processes, refine them for efficiency, and handle all the training before your VA's first day. If anything's outdated or needs adjusting, we'll work with you to update them so they actually reflect how things work today.