SOURCE-BACKED AGENCY PROFILE

Elevate Teams

Full-time Latin American insurance virtual assistants for independent agencies

3Sourced claims
NonePublic rating sources
2026-09-17Last reviewed
BEST SUITED FOR

Independent P&C agencies wanting a bilingual, U.S.-time-zone-aligned assistant for unlicensed service and administration.

Assessment checked 2026-09-17
AGENCY OVERVIEW

At a glance.

Support model
Full-time, dedicated, insurance-trained virtual assistants with success manager and performance coach
Commitment
Annual or month-to-month; no setup fee; 30-day money-back guarantee (vendor terms)
Starting price
$2,500
Price basis
Vendor-published current page or custom pricing where no usable price is public
Talent geography
Latin America
EDITORIAL ASSESSMENT

What stands out, and what still needs checking.

Key strengths

Insurance-only focus for independent agencies. · Clear task and licensing boundaries: COIs, endorsements, renewals, billing follow-up, AMS updates, and quote preparation, not binding or coverage advice. · Current pricing and plan structure are unusually transparent.

Limitations and tradeoffs

The lowest monthly price requires an annual plan; month-to-month costs more. · Security statements including DFS compliance and zero-trust architecture are vendor claims without a public audit artifact. · No qualifying independent review-platform record found.

Questions to confirm before signing

Full fee schedule; minimum hours or seat count; contracting and employing entity; candidate location and employment status; tasks that require a license; proposed worker's actual licenses; AMS/carrier experience; security-control evidence; E&O and cyber coverage limits; replacement terms; leave coverage; termination and refund language.

Management and support

Full-time, dedicated, insurance-trained virtual assistants with success manager and performance coach. Confirm who manages day-to-day performance, who trains on the agency's specific workflows, and what backup or replacement coverage is contractual.

Security and compliance

Treat every security, privacy, licensing, insurance, or compliance statement as vendor-stated unless the buyer receives current documentary evidence. Confirm least-privilege access, managed devices, MFA, background checks, confidentiality terms, incident handling, data location, and audit/certificate scope.

SOURCE-BACKED RESEARCH

What we found and where it came from.

3 claims

General3 claims

Core full-time pricing is $2,500 monthly annually or $2,700 month-to-month.

Agency-statedMedium confidenceSource

VAs are based in Latin America, bilingual, and dedicated full-time.

Agency-statedMedium confidenceSource

Elevated quoting-support plans cost $3,000 monthly annually or $3,250 month-to-month.

Agency-statedMedium confidenceSource

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