A human-supervised AI workforce that turns local searches, leads, and renewals into new policyholders and members — without adding headcount.
ProElevate workspace
Growth command center
SEO & AI Visibility
Local visibility review
Account Management
Cross-sell opportunity brief
Renewals
Upcoming outreach queue
Active workflow
Campaign approval
Judgment stays with your team.
The work is different, but the operating model is the same: AI agents handle repeatable labor, seasoned experts steer the work, and your team remains in command.
Running a small agency means being the producer, the service rep, and the marketing department at once. Win the clients searching “insurance near me,” round out monoline accounts, and save every renewal — while your AI workforce does the marketing you never have time for.
Win younger members, grow deposits and loans, and stay compliant — with always-on marketing your lean team steers, and every send approved before it goes out.
Six AI agents. One supervised workforce. Each agent does a job you'd otherwise hire for. Our human experts steer them, and nothing reaches a client, member, or public channel without your approval.
Your numbers, already read.
Pulls GA, Search Console, Google and Meta ads into one leadership dashboard — weekly and month-end — and tells you what to fix next.
Be the answer, everywhere people ask.
Works local rankings and Google Business Profile — and makes you the answer ChatGPT and Gemini give when someone asks for insurance or loans in your town.
From a brief to a live campaign.
Audience and budget in, ready-to-run creative out across Google, Meta and email — staged in your approval queue, never sent without you.
A month of content, planned and written.
Calendar and drafts for posts, pages and newsletters — in your voice, inside your compliance rules.
First impressions, handled.
Welcomes every new policyholder and member with the right sequence — documents, introductions, first cross-sell moment.
No relationship slips away.
Watches for lapsing renewals, monoline accounts, single-product members and quiet customers — drafts the outreach that saves them, ready for sign-off.
Shared context
Work moves between agents without becoming six separate projects.
Human checkpoints
Experts and your team retain judgment throughout the workflow.
One operating rhythm
Marketing, sales, and service work stay connected.
ProElevate supports the operating workflow around every agent. Repeatable work gets prepared efficiently, while experts and your team retain control over context, quality, and important actions.
A signal or recurring task enters the operating workflow.
An AI agent handles the repeatable research and preparation.
A seasoned human expert checks context, quality, and judgment.
Your team keeps control of external sends and important actions.
Approved work moves forward through the agreed workflow.
The AI ops tools won't win you new customers. The marketing agencies can't run inside your systems. ProElevate does both.
What gets delivered
Dashboards that hand the work back to you
Executes end to end
The team
A retainer plus three tools, with you in the middle
One supervised workforce
Compliance
Generic software you bolt the rules onto
Built for insurance and community-FI compliance
Headcount
Hiring you can't justify
Zero new headcount
Time to value
Months of contracts and migrations
Live in days, inside your systems
~1 in 5
of new leads at United Texas Bank now come from AI search channels.
A detailed blueprint on optimizing local search, managing reviews, and driving organic quotes to your agency.
Read playbookEmail scripts, timing strategies, and automated cross-sell playbooks to expand your wallet share.
Setting up proactive alerts, personalized save-sequences, and cross-carrier coverage checks automatically.
Start with how the team operates, where people stay involved, and what the six agents are designed to support.
Local financial businesses: independent insurance agencies (roughly $2–20M revenue), credit unions, and community banks that want marketing and operations handled without adding headcount.
Trained ProElevate specialists supervise every agent. The agents perform the repeatable labor, our experts steer and stay accountable for quality, and nothing goes out without your approval.
Yes — we work inside them rather than replacing them. For credit unions and community banks that means your core, including Jack Henry, Fiserv and Symitar, alongside your CRM and ad platforms. For insurance agencies it means your agency management system, including Vertafore. There is no rip-and-replace and no migration to sit through.
Your data stays yours, inside your systems. It is encrypted in transit and at rest, every agent action is logged, and outputs are human-approved before they leave your control. See the Security page for the full detail.
They never act alone. Agents draft and stage work only — a local social post, a member email campaign, a renewal outreach sequence — and it waits in your approval queue. Pulse is read-only and sends nothing at all.
Days, not months. We work inside the systems you already run, so there is no migration. Regulated workflows are set up with your compliance officer in week one.
You choose the services you want and run them on a monthly plan — a fraction of the cost of one hire, with no long contract to sign first. Book a demo and we will scope it against your team, your systems, and the work you actually need covered.
You can watch an existing demo or book a conversation with the ProElevate team to explore how the AI-and-human operating model could map to your workflow.
ProElevate runs the marketing to win them and the follow-up to keep them, without adding a single hire.
