from first conversation to long term impact
Recruitment — Finding the right fit
We source, screen, and assess top talent across Latin America to identify bilingual professionals with strong communication skills and insurance aptitude.
• 30+ step application and screening process
• Skills assessments and behavioral interviews
• Insurance knowledge evaluation
• Background and reference checks
Training — Built for real agency work
Every assistant completes a structured, insurance focused training program built by agency operators and grounded in real workflows.
• Hands-on platform training (Epic, EZLynx, AMS360, HawkSoft)
• Process documentation and task execution
• U.S. insurance fundamentals
• Communication and client service standards
Matchmaking — Perfect fit
We match based on skillset, communication style, personality, and work habits to ensure seamless integration with your team.
• Role-specific matching
• Culture and communication alignment
• Workflow compatibility
• Collaborative onboarding
Success — Support that scales with you
We provide ongoing support, performance monitoring, and long term success management to ensure your assistant continues to grow with your agency.
• Structured onboarding support
• Ongoing performance check-ins
• Dedicated account management
• Long-term growth planning
more than a virtual assistant company, your long term growth partner
Elevate Teams was built by insurance operators who understand the demands of running an agency. We provide dependable, insurance trained professionals supported by systems designed for long-term success.
Freelancers
Traditional Outsourcing
Dedicated Full Time Support
A commited team member embeded in your agency, not shared or project based help.
Insurance Ready from Day One
Structured insurance specific training before palcement so your VA contributes immediately.
Culture Fit that Sticks
Matched on skills, communication style, and values, not just availability.
Ongoing Growth Support
Hands on onboarding, performance monitoring, and long term success management.
Build the team that unlocks your next stage of growth
Get Matchedwhat our virtual assistants unlock
So your producers stay in revenue-driving conversations, not service queues.
See how agencies are scaling
Read case studiesintentional matchmaking, built for long term growth
Scaling your agency isn’t about filling a seat, it’s about finding the right fit. Our hands on matchmaking process ensures every assistant is aligned with your culture, workflows, and growth plans.
Learn about matchmakingUnderstanding your needs
We identify what is limiting your agency's capacity and define the support that will unlock growth.
Profiling potential matches
We curate candidates based on skills and true alignment, not just availability.
The perfect match
You meet only strong fits, choose the one who clicks, and gain a team member who feels embedded from day one.
not just matched. insurance ready before day one.
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