Elevate Teams. Insurance Virtual Assistants
John Galt InsuranceOfficial Partner ofJohn Galt Insurance

grow your book.
not your overhead

Your producers should be selling, not chasing paperwork. Elevate Teams places insurance-trained remote staff from Latin America directly into John Galt agencies, so the unlicensed work comes off your plate and your licensed people stay in front of clients. Bilingual (EN / ES), same time zone, and fully managed. We match every Virtual Assistant on skillset, work habits, communication style, and personality.

John Galt agencies: your 3rd month is on us.
LATAM Talent
U.S. time zone, bilingual (EN / ES), fluent English
Trained on Your Stack
4 weeks min. with Applied Epic & EZLynx
Increase Capacity
give your Producers & AMs 80% of their time back
30-Day Guarantee
love your match or your money back

We'll find your perfect match

Right person, right seat.

STRONG FIT
Laura
Laura
Colombia
  • Team support & client servicing
  • Workflows & process
  • KPIs & reporting
  • De-escalation & coaching
Leonardo
Leonardo
Brazil
  • Multi-channel client support
  • CRM management
  • Follow-up & retention
  • Objection handling
Alvaro
Alvaro
Nicaragua
  • Inbound calls & service
  • CRM & account updates
  • Follow-up
  • De-escalation & accuracy
Vanessa
Vanessa
Colombia
  • Quality assurance & SOPs
  • Scheduling & admin
  • Data entry & reporting
  • Compliance & audits

What your VA handles

Certificates & COIs
Endorsements
Renewals & remarketing
Inbound calls & service
Policy checking
Billing & data entry
DocuSign & document chasing
Quoting & proposals
Customer service & follow-up

Already approved. Already working. Elevate is an approved John Galt vendor, so there is no new vendor approval to chase. The security and IT setup runs through your existing IT team as an established process. We are already placing VAs with several John Galt agencies.

What agencies say

Rob Bowen of Patriotic Insurance Group, Elevate Teams success story

These ladies have really stepped up and are doing at least 80% if not more of the renewals.

DSM Insurance Group · Texas

I don't even like calling them virtual assistants. They're core members of my team.

Community Risk Advisors · Virginia

We would recommend Elevate 10 out of 10 times.

Brightway Insurance · North Carolina

I tell everyone about Elevate!

Whitney Commercial Advisors · Florida

Why agencies pick Elevate

Producers can spend most of their week on work that does not require a license. We take that off their plate, with talent you would not find on your own.

Matched, not assigned

We match on skillset, workflow, and personality, not just who is free.

Fully managed

Recruiting, training, HR, payroll, and client success are all on us.

Rigorously vetted

We hire the top 1 to 2% of more than 6,000 applicants.

In your time zone

Latin America based, bilingual (EN / ES), working your U.S. hours.

Secure by design

DFS-compliant, zero-trust access, and weekly cybersecurity training. We already work inside John Galt's IT process.

Grows with you

71% of clients add another VA, and you can level up any time.

How it works

From first call to placement in about two weeks. You interview our trained graduates and make the final call.

1

We recruit

A 30+ step screening keeps only the top 1 to 2% of 6,000+ applicants.

2

We train

Insurance fundamentals plus your AMS, including Applied Epic and EZLynx, before day one.

3

You choose

You interview candidates who have finished our training, then pick the one who clicks.

4

We manage

Onboarding, performance monitoring, and long-term success, all handled by us.

Choose the level that fits

A fraction of a U.S. hire. A full-time in-house CSR runs $55,000+ a year before benefits, taxes, and PTO. An Elevate VA starts at $2,500 a month, fully managed, with no overhead.

Core

from $2,500/mo
Essential agency operations.
  • Inbound calls, billing, and policy processing
  • Carrier downloads and communication
  • Cancellations and auto ID management
MOST CHOSEN

Elevated

from $3,000/mo
Advanced operations, including quoting.
  • Everything in Core, plus quoting support
  • ACORD applications, endorsements, audits
  • Complex certificates and 2 weeks of specialized training

Elevated+

custom
Built around your workflows.
  • Everything in Elevated, plus custom SOPs
  • Workflow mapping and process optimization
  • Hands-on operational support
Official Elevate partner

John Galt and Elevate, better together

John Galt Insurance is one of the fastest-growing agency franchise networks in the country, built on a simple idea: agents should be selling. Elevate is an approved John Galt vendor, and several John Galt agencies already work with us. For John Galt agencies, that means insurance-trained, bilingual talent that we recruit, train, and manage, already familiar with your systems and your IT process, plus your 3rd month on us.

★ John Galt agencies get their 3rd month on us

ready to grow your book, not your overhead?

Meet a VA who is trained, matched, and ready to go, plus your 3rd month on us.

Get Matched

Common questions

How fast can we get matched?

Most agencies are matched within about two weeks of the first conversation, since every candidate is already vetted and fully trained. You interview our graduates and make the final call.

Are they trained on our systems?

Yes. Every VA completes at least four weeks of insurance training and works in your AMS, including Applied Epic and EZLynx, along with HawkSoft and AMS360.

Do we need corporate approval first?

No. Elevate is already an approved John Galt vendor, and the security and IT setup runs through your existing IT team as an established process.

What if it isn't a fit?

You are covered by a 30-day money-back guarantee. Love your match or your money back.

Where are the VAs based?

Across Latin America, working your U.S. business hours and fluent in English and Spanish.

Is our client data secure?

Yes. We are DFS compliant and run a zero-trust model, so your VA can only reach the systems you authorize. Every VA completes weekly cybersecurity training and phishing simulations, and works on professional equipment with backup internet.

What does it cost?

We keep pricing public and transparent. Core is $2,500 a month and Elevated is $3,000 a month on an annual plan (a bit more month-to-month), and Elevated+ is custom. No setup fees, no long-term lock-in, and a 30-day money-back guarantee, plus a free 3rd month for John Galt agencies.