Elevate Teams. Insurance Virtual Assistants

matchmaking

how we find your agency's perfect match

understanding your needs

a personal consultation to deeply understand each agency’s core

potential matches

we maintain close relationships with our talent, enabling precise, values-aligned matchmaking.

perfect match

creating partnerships that feel like a natural extension of the team.

the right person with the right agency

how elevate teams finds your agency's perfect match

find your match

how matchmaking works

take the quiz

Understanding your needs

Elevate Teams begins with a personal consultation to deeply understand each agency’s core—how it operates, its challenges, internal culture, and the specific kind of support needed to enhance performance. A brief intake form helps guide this process.

Profiling potential matches

Each virtual assistant is evaluated not only for skills, but also for communication style, personality, and workflow compatibility. Elevate Teams maintains close relationships with its talent, enabling precise, values-aligned matchmaking.

The perfect match

Only candidates who truly align with the agency’s needs and culture are introduced. Elevate Teams facilitates the interview process, guiding agencies toward confident decisions—and creating partnerships that feel like a natural extension of the team.

meet our matchmaker

find out how the head of talent curation can help elevate your agency

book a call with Cari

united states

cari gelber

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.

matchmaking

At Elevate Teams, we don’t believe in rolling the dice with talent. When it comes to virtual assistants for insurance agencies, fit matters. That’s why we’ve built a matchmaking process that’s as thorough and intentional as our recruitment and training programs.

We don’t just look for a VA who can do the job—we find the one who’s built to thrive inside your agency’s culture, workflow, and expectations.

understanding your needs

Before we ever recommend a candidate, our team works to deeply understand your agency. We look at your business model, team dynamics, tech stack, communication style, growth goals, and pain points. Whether you’re a lean operation looking for someone self-directed or a large team needing structure and scalability, we tailor our search accordingly.

This isn’t just about job descriptions. It’s about chemistry, values, and what actually helps your team move faster and smarter.

the power of a human matchmaker

Every match is curated by Cari, our expert insurance matchmaker. Cari taps into everything we know about your agency and our VAs to find the right person for the role. That includes:

Work style compatibility
Communication preferences
Technical strengths
Career background
Soft skills that align with your agency’s tone and client base

This is why our placements stick—because they’re not just functional, they’re fitted.

what you can expect

personalized recommendations: You’re not getting a flood of resumes. You’re getting 1–3 curated candidates who’ve been chosen specifically for your agency.
full transparency: You’ll see detailed profiles with video intros, work samples, and everything you need to make a confident decision.
support through the match: From interviews to onboarding, we walk you through the process and give you the context behind every recommendation.

when it’s done right, it feels effortless

With the right match, a VA doesn’t feel like a new hire—they feel like a natural extension of your team. That’s the goal. That’s our standard.

And that’s why Elevate Teams doesn’t just staff roles—we build partnerships that last.