Insure Success, Virtually Assured

ELEVATE

ELEVATE VA LLC provides you the service to delegate tasks to our best skilled, trained and experienced Virtual assistants to handle your Commercial Lines for quoting and servicing. They will help you save time and focus on the activities that Drive Your Success.

  • Commercial Quoting

  • Review and analyze policy applications

  • COI Issuance

  • Generating Proposals

  • Completing Acord Forms

  • Remarketing Policies prior to renewal

  • Invoicing

  • Generating Premium Finance Agreements

  • Processing Endorsements

  • Requesting Loss Runs

  • Sending DocuSigns

  • Assisting with Audits

  • Checking payment status

  • Processing of endorsement

  • And many more!

For example: You have a commercial policy renewal that needs to be remarketed. You assign this task to your VA/commercial lines specialist. The VA/commercial lines specialist can fill out the Acord 125, 126 and 140 for you to review prior to submission. And then they can order the loss runs from all carriers if necessary. This frees you up to focus on revenue generating activities.

SEND US A MESSAGE

If you want to know more about our services,

Insure Success, Virtually Assured

ELEVATE

ELEVATE VA LLC provides you the service to delegate tasks to our best skilled, trained and experienced Virtual assistants to handle your Commercial Lines for quoting and servicing. They will help you save time and focus on the activities that Drive Your Success.

  • Commercial Quoting

  • Review and analyze policy applications

  • COI Issuance

  • Generating Proposals

  • Completing Acord Forms

  • Remarketing Policies prior to renewal

  • Invoicing

  • Generating Premium Finance Agreements

  • Processing Endorsements

  • Requesting Loss Runs

  • Sending DocuSigns

  • Assisting with Audits

  • Checking payment status

  • Processing of endorsement

  • And many more!

For example: You have a commercial policy renewal that needs to be remarketed. You assign this task to your VA/commercial lines specialist. The VA/commercial lines specialist can fill out the Acord 125, 126 and 140 for you to review prior to submission. And then they can order the loss runs from all carriers if necessary. This frees you up to focus on revenue generating activities.

SEND US A MESSAGE

If you want to know more about our services,