how
it
works
Experience the precision of Elevate Teams' Proven Process, where we meticulously build your team for success.
Our 'Mine' phase is selective by design, with less than a 1% acceptance rate, ensuring we discover the finest talent.
Through 'Master', we empower these chosen few with advanced training in industry-standard AMS systems like Applied Epic, Hawksoft, and AMS 360, setting a solid foundation for expertise.
The 'Match' step goes beyond skill — it's about integrating the right person into your agency's culture, ensuring a seamless and dedicated addition to your team.
And our 'Monitor' phase cements our commitment, providing ongoing support and performance enhancements to ensure your team's continuous evolution.
Join us and experience the power of a team that truly fits your vision.
Our 'Mine' phase is selective by design, with less than a 1% acceptance rate, ensuring we discover the finest talent.
Through 'Master', we empower these chosen few with advanced training in industry-standard AMS systems like Applied Epic, Hawksoft, and AMS 360, setting a solid foundation for expertise.
The 'Match' step goes beyond skill — it's about integrating the right person into your agency's culture, ensuring a seamless and dedicated addition to your team.
And our 'Monitor' phase cements our commitment, providing ongoing support and performance enhancements to ensure your team's continuous evolution.
Join us and experience the power of a team that truly fits your vision.
Proven process: the 4 M's
Mine
We find diamonds in the rough (less than 1% acceptance rate)
Master
We educate using our proprietary
training system, built and battle-tested by agency owners
training system, built and battle-tested by agency owners
Match
We curate top-tiered talent
aligned with your agency’s goals.
aligned with your agency’s goals.
Monitor
We provide ongoing support to
elevate your team’s performance
elevate your team’s performance
client testimonials
“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! ”
Click to view case study
Gail Crozier - Woodland Park Insurance
Hawksoft User
Hawksoft User
"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"
Heidi Loosemore - Champions Insurance
AMS 360 User
AMS 360 User
Working with Maria, Gustavo, Oriana and Gabriela has been a pleasure. I love having them on my team. They are quick and attentive to our customers needs. If I ask anything of them, they work on it immediately. Any issues on an account, they try to figure it out on their own. Their willingness to learn is impressive.
Randia Pollock - Seascape Insurance Group
Applied Epic User
Applied Epic User
"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."
Johnathan Tate - Alexander, Greep & Tate Insurance
QQ Catalyst User
QQ Catalyst User