Insurance agencies and brokers
Grow and operate your agency without adding headcount.
About ProElevate
A coordinated team of AI agents and human experts.
ProElevate pairs AI agents with seasoned human experts. The agents perform repeatable labor, while experts and your team retain the judgment calls.
The operating system
A coordinated team of AI agents and human experts
What gets delivered
Operational work prepared inside an accountable workflow
The customer journey
Connected support across acquisition, conversion, and account growth
Control
Approval-based workflows with people retaining judgment
Who ProElevate is designed for
Insurance teams, credit unions, and community banks.
ProElevate supports insurance agencies and brokers, as well as credit unions and community banks. Workflows are shaped around policyholders for insurance teams and members for financial institutions.
Credit unions and community banks
Support member growth, marketing, and operations.
The AI team
Four agents working inside one operating model.
ProElevate gives independent insurance agencies a team of AI agents that bring in new policyholders and run the work behind them — local search, campaigns, servicing, renewals, and commission reconciliation. A full marketing and operations team, no new hires.
Monitoring visibility
Get Found
Build local visibility so more of the right policyholders can discover your agency.
Preparing campaigns
Lead Generation
Prepare connected campaigns that turn local attention into qualified quote requests.
Ready for review
Sales Assist
Help producers follow up consistently and surface the next conversation that matters.
Human checkpoint
Client Management
Support the service work that keeps policyholders informed and the book moving.