Strategize, Grow and Elevate!
FirstChoice members receive a FREE 3rd Month of service when you hire a dedicated Virtual Assistant from Elevate Teams.
Performing tedious yet necessary admin tasks is costing your insurance company time and money.
Unlock your insurance agency's full potential with skilled bilingual Virtual Assistants from Elevate Teams. Our professionals are trained to optimize your back-office operations, customer service, and accounting tasks - giving you more time to focus on what matters most:
achieving your strategic goals
Virtual Assistants
notices of cancellation
carrier downloads
AMS admin
billing
simple certificates of insurance
CSRs
audits
assist with quoting
expiration list and remarketing
info for endorsements
complex certificates of insurance
Accounting
invoicing
premium collections
carrier &producer payables
reconciliations
commission statements downloads and uploads
What makes us unique?
Specialized Insurance Expertise: Ready from day one, our VAs are meticulously trained in industry-leading platforms like Applied Epic, Hawksoft, and AMS360.
Enterprise Grade Cybersecurity: Our modern approach to security is DFS compliant and leverages Zero Trust principles that; Prevent, Detect, and Respond to Cyber Attacks at Machine-Speed.
Client-Facing Excellence: Our bilingual, college-educated VAs undergo rigorous selection to perfectly complement your agency's culture and client interactions.
The Right Fit: We provide you with a curated list of top-tiered talent that is specifically aligned with your agency’s goals and matches your company culture. You interview and select the perfect fit for your agency.
Seamless Collaboration: Located in Latin America, our VAs operate within your time zone (Eastern, Central, or Pacific) for smooth communication and workflow integration.
Built for Growth: Experience the transformative power of a dedicated VA! 71% of our clients add additional VAs after witnessing the significant benefits they bring to their agency.
Cost-Effective Solution: Hiring a dedicated VA will add significant value to your team without exceeding your budget.