Virtual Assistant Training
Master Essential Skills in Just 4 Weeks
In just 4 weeks, learn how to simplify workflows, manage systems, and provide invaluable support—all while working on your terms.
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What do you like the most about Elevate Teams' training?
FAQs
What skills will I learn?
You will learn to master tasks such as updating customer information, issuing policies, handling renewals and cancellations, and reviewing key documents like endorsements and audits. Additionally, you’ll develop communication skills for working with clients and carriers and gain practical experience in creating essential insurance forms.
How is the program structured?
The program is divided into modules covering insurance basics, system navigation, document handling, and communication tasks. Practical, real-world examples ensure you gain hands-on experience while building confidence in your abilities.
Is it beginner-friendly?
Yes, the program is beginner-friendly. It provides clear, step-by-step instructions and detailed workflows to simplify complex processes. With an emphasis on practical learning, even those new to insurance management systems will feel confident and supported throughout the training.
What tools will I use?
You will work with insurance management systems like HawkSoft, AMS360, and Applied Epic, along with carrier websites to retrieve documents and review billing information. Additional tools include platforms for creating certificates, ACORD forms, and binders, as well as tools like IntelliCorp for motor vehicle record checks. These tools are industry-standard and critical for efficiency in real-world tasks.