Official Partner ofThe ACgrow your book
not your overhead
Elevate Teams places insurance-trained remote staff from Latin America directly into independent agencies looking to scale capacity. Bilingual (EN / ES), same time zone, and fully managed. We match every Virtual Assistant on skillset, work habits, communication style, and personality, so your team can focus on relationships and growing your book.
We'll find your perfect match
Right person, right seat.
- Team support & client servicing
- Workflows & process
- KPIs & reporting
- De-escalation & coaching
- Multi-channel client support
- CRM management
- Follow-up & retention
- Objection handling
- Inbound calls & service
- CRM & account updates
- Follow-up
- De-escalation & accuracy
- Quality assurance & SOPs
- Scheduling & admin
- Data entry & reporting
- Compliance & audits
What your VA handles
What agencies say
These ladies have really stepped up and are doing at least 80% if not more of the renewals.
I don't even like calling them virtual assistants. They're core members of my team.
We would recommend Elevate 10 out of 10 times.
I tell everyone about Elevate!
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.
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.
We recruit
A 30+ step screening keeps only the top 1 to 2% of 6,000+ applicants.
We train
Insurance fundamentals plus your AMS (EZLynx, HawkSoft, AMS360, Applied Epic), before day one.
You choose
You interview candidates who have finished our training, then pick the one who clicks.
We manage
Onboarding, performance monitoring, and long-term success, all handled by us.
Choose the level that fits
Core
- Inbound calls, billing, and policy processing
- Carrier downloads and communication
- Cancellations and auto ID management
Elevated
- Everything in Core, plus quoting support
- ACORD applications, endorsements, audits
- Complex certificates and 2 weeks of specialized training
Elevated+
- Everything in Elevated, plus custom SOPs
- Workflow mapping and process optimization
- Hands-on operational support
The AC and Elevate, better together
The AC has built one of the most respected networks in the business, giving independent agencies the tools, markets, and community to grow. We are proud they chose Elevate as their VA partner. For The AC agencies, that means insurance-trained, bilingual talent that we recruit, train, and manage, plus a free 3rd month to get started.
★ The AC members get a free 3rd month of serviceready to grow your book, not your overhead?
Meet a VA who is trained, matched, and ready to go, plus a free 3rd month to start.
Get MatchedCommon 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 HawkSoft, EZLynx, AMS360, and Applied Epic.
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 The AC members.