Insurance agencies and brokers
Grow and operate your agency without adding headcount.
Explore this audienceAbout ProElevate
A coordinated team of AI agents and human experts.
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.
The operating system
Executes end to end
The team
One supervised workforce
Compliance
Built for insurance and community-FI compliance
Headcount
Zero new headcount
Time to value
Live in days, inside your systems
Who ProElevate is designed for
Insurance teams, credit unions, and community banks.
Local financial businesses: independent insurance agencies (roughly $2–20M revenue), credit unions, and community banks that want marketing and operations handled without adding headcount.
Credit unions and community banks
Support member growth, marketing, and operations.
Explore this audienceThe AI team
Six agents working inside one operating model.
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.
Pulse
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.
SEO & AI Visibility
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.
Campaign Creation
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.
Content Planning & Creation
Calendar and drafts for posts, pages and newsletters — in your voice, inside your compliance rules.
First impressions, handled.
Customer Onboarding
Welcomes every new policyholder and member with the right sequence — documents, introductions, first cross-sell moment.
No relationship slips away.
Account Management
Watches for lapsing renewals, monoline accounts, single-product members and quiet customers — drafts the outreach that saves them, ready for sign-off.