finding the right insurance VA for your agency
We don’t flood you with resumes. We introduce you to a shortlist of qualified candidates who align with your agency’s workflows, communication style, and culture. Ensuring the right person, the right agency, the right fit.
how we match the right VA to the right agency
By the time a candidate reaches matchmaking, they've already cleared our recruitment filters and completed our insurance training program. This is where we turn a qualified virtual assistant into your next team member. Our process is structured, human led, and built specifically for insurance agencies that need more than task support, they need someone who fits.
Agency Discovery & Workflow Mapping
Every placement begins with a deep dive consultation designed to understand how your agency actually operates. We map your workflows, identify bottlenecks, and learn your communication style, management approach, and team dynamics. This isn't a form, it's a strategic conversation where we focus on solving real challenges and identifying where a virtual assistant will create the greatest impact.
Profiling Potential Matches
We evaluate every virtual assistant that is ready for placement across multiple dimensions: communication style, responsiveness, work habits, personality type, and AMS strengths. Technical skill gets them through training, but matchmaking is about who they are, how they work, and where they'll thrive. We assess long term compatibility, not just task coverage.
A Placement That Feels Natural
When the right match is made, your insurance virtual assistant integrates naturally into your team, not as an external resource but as a real member of your operation. Our focus on alignment and compatibility is why Elevate Teams' placements stick, and why agencies scale with us long-term instead of cycling through replacements.
the person behind the perfect match
Our matchmaking process is led by professionals who know the difference between someone who can complete tasks and someone who can truly integrate into your agency’s workflow and culture.
Cari Gelber
Head of Talent Curation & Matchmaker
Favorite core value: Hustle
A natural born matchmaker and sales powerhouse, Cari blends instinct with experience to pair top tier talent with the right teams. From hospitality to hiring, she’s closed millions in business and now helps companies grow with perfectly matched virtual assistants.
Get matchedreal 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
frequently asked questions
Here are some common questions about our matchmaking process to help you understand it better.
We start with a consultation to understand your workflows, challenges, and goals so we can recommend the right type of support.
Yes. Every match is tailored based on your agency’s structure, culture, and operational needs.
We evaluate communication style, technical skills, responsiveness, work habits, and personality alignment.
You’ll typically meet 1–3 highly qualified candidates who are closely aligned with your requirements.
Yes. Every candidate has been screened, evaluated, and trained in insurance operations before being introduced. If your agency needs additional training on specific workflows or tasks, our Elevated tier includes two extra weeks of custom training tailored to how your team operates.
Absolutely. We provide context on each candidate and support you through the interview and decision-making process.
Because candidates are pre vetted and trained, agencies can often move from introduction to placement in just a couple of weeks.
We refine the match and continue working with you until the right fit is found.
Yes. Our focus on compatibility ensures your VA integrates naturally into your workflow and team dynamic.
Our model is designed for long term placements that grow with your agency, not temporary or task-based support.
Always. You interview every candidate we present and make the final call. We handle the screening, training, and matchmaking but the hiring decision is yours.