Episode Details

In this episode of the Insurance Perspectives Podcast, host Michael Ley reconnects with Dominic Piccirillo and Stanley Meytin, co-founders of Elevate Teams, for an update since their last podcast appearance in March 2025. Elevate Teams has always been known for its rigorous pre-training model but the big news this time is Elevate Plus, a new offering that audits an agency's existing workflows, builds out SOPs, and trains the incoming VA on how the agency actually operates. Dominic and Stanley also get into their matchmaking philosophy, why low churn is the real proof point, their take on AI, and why the future of the independent agency is still built on relationships.

Key Takeaways

• Elevate Plus builds your SOPs before your VA starts. 
• Pre-training before placement changes everything. 
• Matchmaking keeps churn low. The right fit for both sides means nobody quits in two months.
• Delegate so you can focus on what only you can do. Sell and serve.
• Go talk to your clients. Proactive touchpoints build referrals before anything else does.
• The relationship game isn't going anywhere. 

Previous episodes featuring Elevate Teams:
Elevate Teams Pt. 1 - Apple Podcasts and Spotify
Elevate Teams Pt. 2 - Apple Podcasts and Spotify

Learn more about Elevate Teams:
https://elevateteams.io/
https://www.linkedin.com/company/elevate-teams/

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

• Stanley Meytin (click here)
• Dominic Piccirillo (click here)
• Michael Ley (click here)

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