enhance your team with virtual assistants
Discover the perfect match for your insurance agency.
Looking for someone who understands your management style and adapts to your company culture?
Let us find the right person to complement your team!
see how it worksLooking for someone who understands your management style and adapts to your company culture?
Let us find the right person to complement your team!
the perfect fit for your company
Meet your bilingual, college-educated virtual assistants—tech-savvy professionals with extensive experience in customer service,
account management, and office administration, trained in industry-standard AMS systems like Applied Epic, Hawksoft, EZLynx and
AMS 360.
account management, and office administration, trained in industry-standard AMS systems like Applied Epic, Hawksoft, EZLynx and
AMS 360.
Transform your business as Rob did. Watch his success story:
meet your new team
We offer three types of professionals, each equipped to meet your agency's specific needs:
Client Facing VA
Our client-facing virtual assistants are fluent in English and Spanish (or Portuguese), and trained to handle all front office operations with professionalism and care.
From managing incoming calls to assisting with billing and customer service inquiries, our VAs ensure every client interaction leaves a lasting impression.
From managing incoming calls to assisting with billing and customer service inquiries, our VAs ensure every client interaction leaves a lasting impression.
Back Office VA
Our back office virtual assistants provide top-tier support for insurance agencies, handling critical, detail-oriented administrative tasks with precision and efficiency.
They keep your back office running smoothly while you to focus on growing your business.
They keep your back office running smoothly while you to focus on growing your business.
Elevated VA
With customized training, our elevated virtual assistants are dedicated to providing comprehensive support tailored to the needs of insurance agencies.
Our services are designed to optimize your operations, improve client satisfaction, and ensure your agency runs smoothly.
Our services are designed to optimize your operations, improve client satisfaction, and ensure your agency runs smoothly.
Discover the extensive range of skills and expertise that our virtual assistants bring to the table—each designed to elevate your insurance agency's performance.
Client Facing Virtual Assistants
- Act as the first point of contact for your agency, answering incoming client calls with professionalism and efficiency. They route calls to the appropriate departments, take detailed messages and ensure no client inquiry goes unanswered.
- Provide responsive customer support by addressing client questions related to policies, coverage options, claims status and general service needs. They help maintain high client satisfaction by resolving issues quickly or escalating when necessary.
- Address client questions about invoices, payment schedules and billing discrepancies.
- Assist clients with making payments, setting up auto-pay and ensuring all transactions are properly recorded.
- Work with carriers and internal teams to clarify and resolve billing issues, ensuring accurate and up-to-date payment records.
- Serve as the liaison between your agency and carriers by calling carriers to obtain policy updates, resolve service issues and confirm coverage details.
- Facilitate smooth communication with carriers for tasks such as verifying client coverage, processing updates and addressing endorsement needs.
- Assist in onboarding new clients by walking them through forms, explaining required documentation and ensuring a seamless onboarding experience.
- Keep client data current in agency management systems, ensuring all communications, forms and transactions are accurately logged.
Elevated Virtual Assistants
Document and data entry, policy renewals and reminders, policy reviews, audits, document preparation.
- Handling more comprehensive certificate requests, quoting for personal lines and commercial lines (BOP/WC/Auto), and carrier website training.
- Reviewing audits, obtaining worksheets and assist in audit disputes.
- Capable of personal lines rating system using Epic Quotes (EZ Lynx and PL Rater)
Managing renewal processes such as expiration lists and renewal solicitations, follow up for quotes and additional information from insureds as needed.
Handling complex tasks related to certificates, including reviewing contracts, lease agreements, endorsements, AI, WOS, and PNC requests.
Back Office Virtual Assistants
- Manage daily tasks within AMS systems (EZLynx, AMS360, Epic, Hawksoft), including creating and updating client profiles, attaching carrier correspondence, logging activities, and running reports. Ensure all policy documentation, certificates, and endorsements are accurately filed for easy retrieval.
- Review active policies to ensure all client information — such as named insureds, coverage limits, deductibles, and effective dates — is accurate and up to date. Update records to reflect endorsements, policy changes, or corrections, ensuring compliance with carrier requirements and proper documentation in the AMS.
- Monitor upcoming renewals, review expiring policies for necessary changes, and prepare renewal documents. Coordinate with clients and carriers to finalize renewals, ensuring continuous coverage and updating records post-renewal.
- Generate Auto ID cards for clients when new vehicles are added or policies are issued. Review card details for accuracy (such as VIN, policy numbers, and effective dates) and distribute them promptly.
- Monitor daily downloads from carriers, reconcile incoming data with existing records, and investigate any mismatches. Correct discrepancies by liaising with carriers or internal teams, ensuring that billing, claims, and policy details are always current and error-free.
- Review notices of cancellation, verify reasons for cancellation, and notify account managers of urgent cases. Coordinate with clients to resolve payment or documentation issues that could lead to cancellation. If reinstatements are needed, handle submission and follow-up with carriers, updating the AMS once resolved.
- Prepare and submit BOR letters to carriers to transfer policies to your agency. Track carrier responses and update the AMS upon acceptance. For loss runs, request claims history reports from carriers, follow up on pending requests, and file reports appropriately to assist with renewals or quoting processes.
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Experience the benefits of a dedicated virtual assistant from Elevate Teams. Increase your agency's productivity, save time, and achieve your business goals with our highly skilled professionals.
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