we place people
not tasks

Elevate Teams. Insurance Virtual Assistants

see our impact in action

case study: woodland park insurance services

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!

- Gail Crozier

woodland park insurance

Our client is an independent insurance agency owner seeking to enhance productivity and customer service. They had previously engaged with another virtual assistant provider but faced issues with the quality of candidates and the retention of trained VAs. The client's primary objective was to find a reliable, efficient, and committed VA solution to support their agency's growth.

overview

This case study showcases how Elevate Teams restored the faith of a skeptical client in the "Virtual Agent" concept after a disappointing experience with another company. By emphasizing a robust selection process, a commitment to VA happiness, and a results-driven approach, Elevate Teams demonstrated the true potential of virtual assistants in the insurance industry.

solutions offered by elevate teams

elevate teams introduces a comprehensive solution tailored to client's needs:

rigorous candidate selection process:
It ensures the highest caliber of talent. All VAs are college-educated, bilingual, and possess relevant work experience. Additionally, they undergo a rigorous 5-week training program led by an industry expert.

implementation and process

after the initial consultation, elevate teams carefully evaluated the client’s requirements and identified suitable virtual assistant candidates that would match the client’s culture. They swiftly matched the client with a highly competent VA, initiating a seamless onboarding process. The client’s team and the VA established effective lines of communication to facilitate a smooth collaboration.

transparent communication and advocacy for VA's: elevate teams values open communication and actively advocates for VA happiness. Ensuring a positive work environment is a key aspect of their strategy to retain motivated and skilled virtual assistants.

conclusion

elevate teams’ partnership with the client exemplifies the positive impact of well-trained, motivated virtual assistants that match the client's culture in the insurance industry. By overcoming skepticism and delivering exceptional results, elevate teams enabled Woodland Park to focus on growth and high-level customer service. Their commitment to transparent communication and VA happiness fostered a sustainable and thriving collaboration.

sounds like your agency?

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

Champions Insurance. Insurance Virtual Assistants

Heidi Loosemore

Champions Insurance | AMS 360

Everything has been spectacular. It has taken a lot of stuff off my plate, there is so much stuff we do at our agencies that virtual assistants can do. It’s a leverage play. How much am I worth? Should I be doing tasks? Probably not I should be out selling and prospecting.

Patriotic Insurance Group Insurance Virtual Assistants

Rob Bowen

Patriotic Insurance Group | Hawksoft

Aaron is doing very well so far. He is very responsive and handles whatever tasks we have with detail. We always encourage him to ask questions and he does. However, he seems to figure out a lot of the issues on his own, which is a great trait with insurance business. Aaron has been doing a great job. He pays attention to the details and questions a lot which is a great trait to have.

Wagley Agency Insurance Group. Insurance Virtual Assistants

Robert L Smit

Wagley Agency | Hawksoft