Partners Elevate Teams

Solution Partner
Virtual Assistant CRM / Marketing Automation

Contact info

To learn more, contact:

HawkSoft-trained bilingual remote support staff.

What makes us unique?

Elevate Teams doesn't merely match resumes to job descriptions—we connect people to agencies. Our carefully selected Latin American talent aligns with your agency's values, pace, and culture, fostering lasting chemistry. Working in your time zone with the same drive and cultural insight, our bilingual professionals fluently speak both your clients' language and your operational language.

Unlike generic staffing solutions, our talent is insurance-ready from day one: pre-vetted, pre-trained in HawkSoft, and proven to excel in real P&C agency environments—so you don't waste time on uncertainties.

Features and Workflow

Elevate Teams VAs are seamlessly integrated into your daily HawkSoft workflows, managing everything from policy servicing and renewals to bilingual client communication. Here’s what your agency benefits from:

  • HawkSoft & P&C Pre-Trained.
  • Significant Cost Savings & ROI.
  • Focus Licensed Agents on Sales.
  • Dedicated, Culture-Matched U.S. Time Zone Staff.
  • Bilingual Capabilities (English/Spanish).
  • Flexible Tiers with Ongoing Management Support.

Resources

Guest Blogs

Webinar Recordings

News

Data Ownership Policy

HawkSoft was provided the following resources from Elevate Teams:

More information can be found in our Privacy Policy.

HawkSoft has reviewed the resource(s) provided above by Elevate Teams. HawkSoft finds that Elevate Teams supports our general position that an independent insurance agency owns the data they produce. Specifically, the section "Sharing of Information" of Elevate Teams' Privacy Policy states: "We do not sell, rent, or share your personal information with third parties, except in the following cases:"

  • Service Providers: Trusted third parties that assist in operating our business (e.g., CRM platforms, email marketing providers).
  • Legal Compliance: To comply with applicable laws, regulations, or legal processes.
  • Business Transfers: In the event of a merger, acquisition, or sale of assets.

This should not be interpreted as legal advice provided by HawkSoft. HawkSoft recommends that you carefully review the provided resource(s) from Elevate Teams to make your own informed decisions for your business.