Official Partner ofWe Insuregrow your book.
not your overhead
Elevate Teams places insurance-trained remote staff from Latin America directly into We Insure agencies looking to scale capacity. Bilingual (EN / ES), same time zone, and trained in Applied Epic before you meet them. We match every Virtual Assistant on skillset, work habits, communication style, and personality, so you can stay focused on selling.
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
I tell everyone about Elevate!
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.
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 Applied Epic, the system your whole network runs on, 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
We Insure and Elevate, better together
We Insure is built so its agents can focus on one thing: selling. Service and back office run centrally, and every agency in the network runs on Applied Epic. We are proud to be an approved partner. For We Insure agencies, that means insurance-trained, bilingual talent that we recruit, train, and manage, plus a free 3rd month to get started.
★ We Insure agencies get a free 3rd month of serviceready to grow your book, not your overhead?
Meet a VA who already knows Epic, matched to your team and ready to go, plus a free 3rd month to start.
Get StartedCommon 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 because the whole We Insure network runs on Applied Epic, we train on Epic before you ever interview a candidate. They know your system on day one.
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 We Insure agencies.