Elevate Teams. Insurance Virtual Assistants

real people. real skills. real long term support

Each Virtual Assistant profile highlights skills, experience, and work style backed by Elevate Teams' training and performance standards.

how we support long-term performance

We don’t disappear after onboarding. Our structured success framework ensures both agencies and virtual assistants receive ongoing guidance, performance monitoring, and operational support.
Structured Onboarding
We set both your agency and your virtual assistant up for success from day one through a structured onboarding process. This includes aligning expectations, clarifying workflows, and establishing clear communication standards. Early check-ins ensure everything is running smoothly, allowing us to address potential gaps before they turn into friction.
Performance Monitoring & Coaching
Our team actively monitors performance and engagement to support long-term success. Through regular check-ins with both your agency and your VA, we identify opportunities for improvement, address communication or workflow gaps, and provide coaching when needed. We take a proactive approach, preventing issues rather than reacting to them.
Operational Support
You’re never managing alone. Our success team provides ongoing operational support behind the scenes, handling scheduling adjustments, time off coordination, performance concerns, and process clarification. This allows you to stay focused on running your agency while we ensure everything continues to run smoothly.
Continuous Quality Improvement
We continuously gather feedback from both agencies and VAs to strengthen performance and maintain alignment. This process helps improve collaboration, support professional development, and ensure long term retention. Our goal is not just successful placement but sustained success over time.

the team behind your success

Our client success managers specialize in supporting insurance agencies and remote virtual assistants. They understand agency workflows, service expectations, and operational standards. They work proactively to keep your VA aligned with your goals.
Thomie Venisee
Head of Client Success
Favorite core value: Hustle
Thomie brings more than a decade of executive leadership experience in Customer Success, managed services, and organizational strategy, with a track record of leading complex teams and helping businesses scale. His background spans enterprise technology, professional services, and operations, with a focus on improving client outcomes, strengthening retention, and building systems that support sustainable growth.

With deep experience aligning people, processes, and technology, Thomie has led global teams, managed large-scale service organizations, and helped businesses turn strategy into measurable results. He brings a practical, data-driven approach to leadership, using technology, AI, and operational insight to create stronger client experiences and more effective teams.
Ready for Support That Scales With Your Agency?
Work with a team that ensures your virtual assistant continues to grow, perform, and contribute long after placement.
Book a Call

frequently asked questions

Here are some common questions about our success process to help you understand it better.
What happens after my insurance VA is placed?
We guide both your agency and your VA through a structured onboarding process. Aligning expectations, workflows, and communication standards so the transition is smooth from day one.
Do you provide ongoing support after placement?
Yes. Our success team stays actively involved for the duration of the placement, not just the first few weeks.
How do you track virtual assistant performance?
Through regular check-ins with both your agency and your VA, covering performance, communication, workflow alignment, and any areas that need attention.
What if issues come up with my virtual assistant?
We step in quickly. Coaching, adjusting, or escalating as needed to resolve issues before they impact your operations.
Do you help with communication between the agency and VA?
Yes. We identify and resolve communication gaps proactively so collaboration stays smooth.
Can you assist with scheduling or time-off coordination?
Absolutely. Our team helps manage logistics so you don’t have to.
How do you monitor my virtual assistant's productivity?
We use Hubstaff to track work hours, activity levels, and productivity across every placement. You get full visibility into your VA's output and our success team uses that data to coach performance and catch issues early.
How do you ensure long-term success?
Through continuous monitoring, regular feedback loops, performance coaching, and making sure both your agency and your VA feel supported.
Do VAs receive ongoing coaching?
Yes. When performance gaps or development opportunities come up, we provide targeted coaching to maintain high standards.
Is this support included or an add-on?
Ongoing success support is included with every Elevate placement, it's built into how we operate, not an upsell.
How long does support last?
For as long as your virtual assistant is placed with your agency. We don't put an expiration date on support.