Elevate Teams review for insurance agencies: pricing, tasks and licensing
Elevate Teams places one full-time remote assistant with an independent agency. The assistants live in Latin America, train on P&C agency work before they start and handle service tasks during your business hours.
It fits small and mid-size P&C agencies that want a set monthly price. Core is $2,500 a month per assistant on a yearly plan, or $2,700 month to month.
- Best for
- Small and mid-size P&C agencies that want one full-time assistant at a set monthly price
- Price
- From $2,500 a month per assistant on a yearly plan, or $2,700 month to month
- Where they work
- Latin America
- Licensed staff
- No. Licensed work stays with your agency
- Dedicated or shared
- Dedicated, full time
- Minimum term
- Month to month, or a yearly plan at a lower price
- Languages
- English plus Spanish or Portuguese, so ask for Spanish if you need it
Our take
Elevate Teams suits a P&C agency that wants one full-time service assistant without hiring locally. Prices are published and you pick the person from a shortlist.
Core covers everyday service work. Elevated is for agencies that want help with quotes, since its assistants key data into raters and carrier sites for a licensed agent to review.
The assistants aren't licensed, so coverage advice and binding stay with your staff. Every assistant speaks English plus Spanish or Portuguese, so ask for Spanish if you need it.
Pros
- Published monthly prices for Core and Elevated
- Month-to-month option, or a lower price on a yearly plan
- You meet a shortlist and choose your assistant
- Trained on Applied Epic, EZLynx, AMS360 and HawkSoft before placement
- Weekly coaching for the assistant and a success manager for you
- 30-day money-back guarantee
Cons
- Assistants aren't licensed
- Full-time assistants only
- Setup fee amount comes only on the sales call
- No published notice period or exit terms
- No SOC 2 or ISO 27001 report listed
Pricing and setup fees
| Plan | Yearly plan | Month to month | What it adds |
|---|---|---|---|
| CoreEveryday service workWhere most agencies start | $2,500 | $2,700 | Calls, policy changes, downloads, billing questions, certificates and AMS updates |
| ElevatedAgencies that want quote help | $3,000 | $3,250 | Quote preparation, rater entry, ACORD applications, endorsements and audits |
| Elevated+Agencies that want procedures written | Quote only | Quote only | Everything in Elevated plus written procedures and workflow mapping |
Prices are per full-time assistant each month, as of October 2026. Elevate Teams says training, matching, equipment, payroll taxes and benefits are in the monthly price. A separate one-time setup fee is quoted on the sales call, and Elevate Teams doesn't list what it covers.
- Setup fee
- A one-time setup fee, quoted on the sales call
- Partner networks
- Agencies that come through a listed partner, such as Big I Alliance or HawkSoft, get the third month free on a yearly plan
What it would cost you
Cost per month
First-year cost
Cost per hour
Uses the monthly prices per assistant in the table. The setup fee is extra.
What they can do
- Licensed staff
- No. Elevate Teams says its assistants are not US-licensed agents.
- Typical tasks
- Core covers inbound calls, policy changes, carrier downloads, billing questions, cancellations, auto ID cards, renewal reminders, AMS updates, certificates, BOR letters and loss runs. Elevated adds quote preparation, rater entry, ACORD applications, endorsements, audit reviews and complex certificates. Elevated+ adds written procedures and workflow mapping.
Licensed work stays with you. Assistants never bind, recommend coverage, give licensed advice or make underwriting calls. On Elevated they gather quote details and key them into raters and carrier sites, then a licensed agent at your agency reviews and binds.
Who the assistants are
- Where they work
- Latin America
- Hours and time zone
- Your US business hours, in any US time zone
- Languages and phone work
- Every assistant speaks English plus Spanish or Portuguese, so ask for Spanish if you need it. They answer calls, email and chat.
- Insurance experience
- Training before placement on P&C agency work and on Applied Epic, EZLynx, AMS360 and HawkSoft, with weekly tests. Elevated adds two weeks of training on your own workflows.
- Screening
- Candidates are matched to your agency on skills and culture fit.
- You choose the person
- Yes. You meet a shortlist and pick the assistant. Most agencies are matched in about two weeks.
- Dedicated or shared
- Dedicated. One full-time assistant works only for your agency.
Agency systems and carrier portals
- AMS and CRM experience
- Applied Epic, EZLynx, AMS360 and HawkSoft. Elevate Teams is a HawkSoft Solutions Partner.
- Carrier work
- Assistants work in carrier portals and raters for downloads and quote entry.
- Devices and credentials
- Assistants work on professional equipment with high-speed internet and a backup connection. They reach only the systems you approve.
Client data security
Security
Zero-trust access limited to the systems you approve, weekly security training and practice phishing tests. Elevate Teams lists no SOC 2 or ISO 27001 report.
Supervision and backup
- Who supervises
- A success manager checks in with you, and a performance coach meets with the assistant every week.
- Replacement
- If the match isn't working, Elevate Teams finds you a better-suited assistant. A 30-day money-back guarantee also applies.
Who employs them
- Employer
- Elevate Teams runs hiring, training, HR and payroll. You pay no payroll taxes or benefits.
Contract and exit
- Minimum term
- Month to month, or a yearly plan at a lower monthly price.
Elevate Teams alternatives
- Agency VAFrom $2,349 a month per assistantPublished monthly prices plus trained service teams
- InsBOSSFrom $6 an hourFlex costs less a month, but you do the supervising
- Agency AidFrom $9 an hourHourly rates, with a Spanish-speaking tier
- Cover DeskQuote onlySpanish service from Monterrey plus a pay-as-needed team
- PatraQuote onlyDedicated assistants backed by a SOC 2 Type II report
See every option in insurance virtual assistants.
Frequently asked questions
How much does Elevate Teams cost?
Core is $2,500 a month per assistant on a yearly plan or $2,700 month to month. Elevated is $3,000 or $3,250.
Are Elevate Teams assistants licensed?
No. They do unlicensed service work, and binding or coverage advice stays with your licensed staff.
Can I pay month to month?
Yes. The yearly plan costs less each month.
Do I get to choose my assistant?
Yes. You meet a shortlist and pick one, usually about two weeks after your first call.
What if the assistant isn't a good fit?
Elevate Teams matches you with someone else, and a 30-day money-back guarantee applies.
How we researched this review. We based this review on the pricing, terms and product pages published by Elevate Teams, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Elevate Teams quit selling or a contract term that reads different now, let us know and send the link to the page where Elevate Teams has it. Somebody here pulls up that page and checks it before we change anything on ours.