Index
1
A quick look into Elevate Teams' proven method.
2
Meet Cari, our Head of Talent Curation and expert insurance matchmaker.
3
Explore the unique profiles of our VAs.
4
Explore the solutions that power your agency’s next level.
5
Why insurance agencies choose Elevate Teams, and why you should too.
6
Our 4-week path to success in insurance.
7
A detailed list of tasks our VAs are trained to do.
8
A quick look at the safeguards keeping your data secure.
9
Real people, real results: hear from clients who have scaled with Elevate.
10
From one agency’s challenge to a game-changing solution
11
The heartbeat of our mission.
How it works
Elevate Teams' proven method.
1
Recruitment
We methodically recruit top-tier talent from Latin America.
2
Training
Our candidates undergo a 4-week training program under insurance experts.
3
Matchmaking
We match the right people with your agency's needs, goals and culture.
4
Monitoring
We provide ongoing support to your team to elevate your agency's growth.
Meet the matchmaker
Finding the right Virtual Assistant for your agency isn't just about skills—it's about the perfect match. That's where our expert insurance matchmaker comes in. With years of experience in sales, talent scouting, and team building, Cari brings a rare mix of intuition and precision to our matchmaking process. Her superpower? Truly understanding people—how they work, what they need, and who they’ll thrive with.
How matchmaking works:
1. Understanding your needs
Cari personally meets with you to understand your agency’s core—how you work, what your pain points are, your internal culture, and exactly what kind of support would elevate your agency’s performance.
2. Profiling potential matches
She assesses each VA not just for skills, but for personality, communication and working style. Cari knows every VA’s strengths and quirks—and curates a shortlist based on true alignment.
3. The perfect match
You meet only candidates who truly fit your agency. Cari guides you through the interviews, and you choose the one who clicks. The result? A seamless partnership that feels like they’ve always been part of your team.
Our services
Our training program
What can our VAs do
Agency Management System (AMS) & Carrier Download Support
- Monitor and process carrier daily downloads into AMS (new business, renewals, endorsements, cancels)
- Match downloaded policies to client accounts
- Upload/download and attach policy documents to correct AMS folders
- Enter or verify billing details and due dates in AMS
- Enter/update client contact and policy info in AMS (address, vehicles, drivers)
- Flag mismatches between downloads and AMS records for agent review
- Pull and prepare AMS reports for expiring policies, pending quotes, etc.
- Tag or label client files for marketing, renewals, or cross-sell campaigns
- Maintain detailed call/email logs and documentation in client records
- Create follow-up tasks or reminders in AMS for agent/CSR teams
Billing & Accounting Support (Non-Advisory)
- Monitor and send billing due/late payment reminders
- Notify clients of failed or returned payments (non-advisory)
- Email or upload billing schedules, invoices, and payment instructions
- Set up EFT/auto-pay with client
- Track and document payment confirmations from carriers
- Pull and forward cancellation warning notices (non-advisory)
- Verify installment plans or account balances from carrier portals
- Follow up on billing discrepancies flagged by agents or clients
- Send receipts or proof of payment (if available online)
- Assist with reinstatement paperwork process (agent must initiate)
Client Communication & Admin Support
- Answer inbound calls, emails, chats, triage or escalate to licensed staff
- Schedule calls or appointments for licensed agents
- Confirm receipt of documents or applications
- Send reminders for documents, forms, payments, or renewals
- Respond to general inquiries (“When is my due date?” / “Did my ID card get mailed?”)
- Follow up on open service requests or pending client actions
- Send customer service surveys or feedback forms
- Send welcome or onboarding packets
Certificate of Insurance (COI) Support
- Intake and log COI requests
- Verify required information is present in COI request
- Forward COI requests to licensed staff or certificate team
- Email completed COIs to requesters
- Save COIs to client record in AMS
- Maintain COI request and delivery logs
Policy Servicing Support (Non-Binding)
- Request ID cards or declaration pages from carrier portals
- Email ID cards, dec pages, or endorsements to clients (no advising)
- Pre-fill endorsement or cancellation forms for agent review
- Log and track service requests and their resolution status
- Follow up on pending endorsements or changes with the carrier
- Update lienholder or mortgagee info (with licensed agent direction)
Quoting & Renewal Support (Pre-Binding | Elevated VAs)
- Collect quote info (drivers, VINs, address, prior carrier, etc.)
- Enter data into comparative rater or carrier systems
- Prepare quote spreadsheets or summaries (no advising)
- Submit quote info to carriers for agent approval
- Send renewal questionnaires to clients
- Pull prior policy info from AMS to prep renewals
- Track and organize quotes awaiting client or agent response
- Flag renewals with premium jumps for agent review
- Save quote results to AMS/client folders
- Log quote activities and status in tracking spreadsheet
How we protect your data
Secure access anywhere
Imagine giving your VAs a VIP pass that lets them securely access your network from any location, eliminating typical online risks and preventing data exfiltration.
Zero trust network
Your data is as secure as if it were in a vault—accessible only by those who absolutely need it. We rigorously verify that every access request must be authorized to ensure your information remains protected.
Faster, safer web use
By routing their internet connections through U.S.-based servers, your VAs' online activities become faster and shielded from rogue websites.
Full access to AS360's cybersecurity compliance portal
Utilizing AS360's portal, we ensure continuous compliance with evolving cybersecurity regulations and best practices.
VA cybersecurity awareness
Regular training sessions are conducted to keep our team informed about the latest cybersecurity threats and best practices, with weekly micro-training to ensure vigilance is maintained and a culture of security is embedded.
Social engineering defense
Through regular simulated phishing exercises, our VAs are equipped to recognize and respond to social engineering attacks.
Next-gen endpoint protection
Our suite includes antivirus, anti-malware, anti-ransomware and EDR technologies, safeguarding all endpoints from malicious activities.
Web filter security suite
We restrict access to only authorized websites, blocking potentially harmful ones.
Automated Patch Management
We minimize the attack surface by closing vulnerabilities created by outdated and unpatched operating systems and third-party applications, ensuring they are up-to-date with the latest security fixes.
Firewall management and network security
Including managed firewalls and Unified Threat Management (UTM) subscriptions, alongside network monitoring for lateral or unusual movement, we provide comprehensive network protection.
Advanced cyber event management
Utilizing an Advanced Cybersecurity Event (ACE) appliance, we offer network detection, alerting, and response capabilities.
Continuous monitoring and reporting
Leveraging a Single Pane of Glass SIEM with SOC services, we offer real-time monitoring, reporting and responding to cybersecurity events.
Comprehensive risk assessments and management
Initial and ongoing risk assessments, including asset inventory and management with end-of-life protocols.
Third-party security alignment
Ensuring our partners adhere to our stringent security and compliance controls.
Regulatory compliance
Adhering to Department of Financial Services rules, with monthly alignment reviews, and responses to customer and regulatory inquiries.
Our story
Every insurance agency faces a turning point: to scale or to stagnate. We reached ours seven years ago. Faced with the all-too-familiar challenges of scaling, efficiency, and finding the right help, we turned not to traditional solutions but to untapped potential in Latin America.
The impact? Transformative. Our agency didn't just grow; it soared, fueled by dedicated virtual assistants who became the backbone of our operations. This wasn't luck; it was strategy—a strategy born from real struggles and real successes.
Now, through Elevate Teams, we're bringing this proven solution to you. We've lived the challenges of insurance agency ownership. We've navigated the complexities of scaling. With Elevate Teams, we're here to guide your agency to its next chapter of growth, leveraging the same game-changing approach that worked for us.
The impact? Transformative. Our agency didn't just grow; it soared, fueled by dedicated virtual assistants who became the backbone of our operations. This wasn't luck; it was strategy—a strategy born from real struggles and real successes.
Now, through Elevate Teams, we're bringing this proven solution to you. We've lived the challenges of insurance agency ownership. We've navigated the complexities of scaling. With Elevate Teams, we're here to guide your agency to its next chapter of growth, leveraging the same game-changing approach that worked for us.
Ready to elevate?