training

At Elevate Teams, we don’t believe in generic onboarding. Our virtual assistants go through a specialized, insurance-focused training program that prepares them to integrate seamlessly into US-based insurance agencies from the very start.

This isn’t a crash course—it’s a rigorous, structured journey built by industry veterans who know exactly what it takes to support brokers, agents, and agency teams remotely. Over four weeks, our trainees build the technical, administrative, and communication skills needed to thrive in the insurance world—and support your operations without missing a beat.

what our training covers

Our comprehensive curriculum focuses on four core areas:

• insurance fundamentals: We cover personal and commercial lines, core terminology, and workflows from quoting to renewals.
• customer service & soft skills: From phone etiquette to client conflict scenarios, we train VAs to represent your agency with professionalism and empathy.
• technical proficiency: Our VAs get hands-on with the tools and software they’ll be using on the job, focusing on the four industry leading AMS: Applied Epic, EZLynx, AMS360 and HawkSoft.
• policy management: We teach them to handle endorsements, COIs, audits, and document handling with precision.

elevating the best: customized training for elevated VAs

While all of our VAs receive robust baseline training, some go above and beyond.

Elevated VAs are the top of their class—earning standout scores on internal assessments and demonstrating exceptional English fluency, communication, and leadership potential. For agencies with more complex operations or higher expectations, these professionals undergo customized training tailored to your workflows, systems, and service model.

These aren’t just assistants. They’re long-term growth partners with the skills and initiative to match.

the result?

By the time a VA reaches your desk, they’ve completed a multi-week bootcamp grounded in the realities of insurance operations. You’re not getting someone who might be trainable—you’re getting someone who already speaks your language, understands the pressure, and is ready to go.

This is how we turn virtual support into a competitive advantage.