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  • Cari Gelber
  • Head of Talent Curation
  • Email
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About

Elevate offers curated talent from Latin America—bilingual professionals working in your time zone and handpicked to match your agency’s tasks, needs and culture. Trained through a rigorous, four-week program built by insurance agency owners, every Elevate assistant is equipped to hit the ground running.

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Experience the precision of Elevate Teams’ Proven Process, where every step is designed to build your team for success.

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•  Elevate Teams' Recruitment phase is selective by design, with less than a 1% acceptance rate, ensuring Elevate discovers the finest talent.

• In Training, Elevate empowers these chosen few with advanced training in industry-standard AMS systems like Applied Epic, Hawksoft, EZLynx, and AMS 360, setting a solid foundation for expertise.

•  The Matchmaking step goes beyond skill — it's about integrating the right person into your agency's culture, ensuring a seamless and dedicated addition to your team.

•  And the Success phase cements Elevate’s commitment, providing ongoing support and performance enhancements to ensure your team's continuous evolution.

Due to the diversity of our Members and their individual needs, we cannot and do not recommend any specific vendor for an individual Member’s use, but encourage Members to independently investigate those of interest to them. As with all contracts you consider entering into, we recommend a thorough review of the terms and conditions prior to signing, especially related to the use and protection of your data. Please note: The vendor listings reflect the vendors’ own representations of their services
We have not evaluated the cybersecurity measures employed by the vendors on this list. If the Vendor will be accessing your agency’s information and/or information systems, you will want to make sure that the person or entity gaining access has appropriate cybersecurity measures in place to protect your agency’s nonpublic information, PII, and informational systems.

CMS Nested List

Virtual Support Service Provider