Elevate Teams Pt. 1 - Dominic Piccirillo

02/25/25 • 32 min

In this episode of the Insurance Perspectives podcast, host Kenny Hendricks speaks with Dominic Piccirillo, co-founder of Elevate Teams, and Gail Crozier from Woodland Park Insurance Services. They discuss the role of virtual assistants in the insurance industry, the importance of data ownership and security, and the challenges and successes of integrating virtual assistants into insurance agencies. The conversation highlights the value of building relationships and the positive impact of virtual assistants on agency efficiency and employee satisfaction.
Takeaways

Elevate Teams provides high-quality virtual assistants for insurance agencies.
Happy employees lead to happy customers and increased referrals.
Training and integration of VAs require effort but yield significant long-term benefits.
Building strong relationships with VAs can lead to meaningful connections.
The vetting process for Elevate Teams ensures high-quality talent.
Effective communication and training are key to successful VA integration.

Learn more about Elevate Teams:
https://elevateteams.io/
https://www.linkedin.com/company/elevate-teams/
https://www.instagram.com/elevateteams.io/
To get in touch with today's guests, reach out below:

Dominic Piccirillo (click here)
Gail Crozier (click here)

More information about Woodland Park Insurance Services:
https://www.wpins.com/
https://www.facebook.com/WoodlandParkInsurance
https://www.linkedin.com/company/woodland-park-insurance-services/

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Intro/Outro music by Denys Kyshchuk from Pixabay

Elevate Teams provides high-quality virtual assistants for insurance agencies.
Happy employees lead to happy customers and increased referrals.
Training and integration of VAs require effort but yield significant long-term benefits.
Building strong relationships with VAs can lead to meaningful connections.
The vetting process for Elevate Teams ensures high-quality talent.
Effective communication and training are key to successful VA integration.

Dominic Piccirillo (click here)
Gail Crozier (click here)

More information about Woodland Park Insurance Services:
https://www.wpins.com/
https://www.facebook.com/WoodlandParkInsurance
https://www.linkedin.com/company/woodland-park-insurance-services/

Previous Episode

Rhodian Group Pt. 2 - Jim Dahoney

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Jim Dahoney from Marshall+Sterling about how they use Rhodian Group in their agency. Jim discusses the importance of technology in the insurance industry, the unique employee ownership model at Marshall+Sterling, and how partnering with Rhodian Group has transformed their operations. Jim shares insights on the challenges faced by independent agencies and the value of having a reliable technology partner to streamline processes and enhance efficiency.
Takeaways

Rhodian Group provides a comprehensive IT solution for agencies.
The partnership with Rhodian has allowed Marshall+Sterling to focus on core business activities.
Technology in insurance is evolving.
Having a reliable partner can mitigate risks and enhance operational efficiency.
Rhodian Group offers scalable solutions for agencies of all sizes.
Investing in technology can lead to significant time and cost savings.

Learn more about Marshall+Sterling:
https://marshallsterling.com/
https://www.facebook.com/marshallsterling
https://www.instagram.com/marshallsterlinginsurance/

To get in touch with today's guests, reach out below:

Jim Dahoney (click here)
Kris Bryant (click here)

More information about Rhodian Group:
https://rhodiangroup.com/
https://www.facebook.com/RhodianGroup
https://www.linkedin.com/company/therhodiangroup/

Next Episode

Elevate Teams Pt. 2 - Gail Crozier

In this episode of the Insurance Perspectives podcast, host Kenny Hendricks speaks with Gail Crozier, Chief Operations Officer of Woodland Park Insurance Services, and Dominic Piccirillo from Elevate Teams. They discuss the transition of Woodland Park to a fully remote agency, the integration of virtual assistants, and the significant impact Elevate Teams has had on their operations. Gail shares her journey in the insurance industry and how Elevate Teams has helped streamline processes and improve customer service. The conversation highlights the importance of treating team members well and the value of building a supportive work environment.
Takeaways

Elevate Teams provides high-quality virtual assistants for agencies.
The agency has grown significantly despite challenges in California.
Gail emphasizes the importance of a supportive team environment.
Virtual assistants handle non-licensed tasks, allowing agents to focus on sales.
Elevate Teams offers continuous learning opportunities for their VAs.
Gail values the integration of VAs into her agency's culture.

Learn more about Woodland Park Insurance Services:
https://www.wpins.com/
https://www.facebook.com/WoodlandParkInsurance
https://www.linkedin.com/company/woodland-park-insurance-services/
To get in touch with today's guests, reach out below:

Gail Crozier (click here)
Dominic Piccirillo (click here)

More information about Elevate Teams:
https://elevateteams.io/
https://www.linkedin.com/company/elevate-teams/
https://www.instagram.com/elevateteams.io/