Elevate Insurance Advisers
- Company typePrivate
- Founded2024
- HeadquartersLos Angeles, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Elevate Insurance Advisers firmographics
Firmographics- Name
- Elevate Insurance Advisers
- Legal name
- Elevate Insurance Advisers
- Website
- https://elevateinsuranceadvisers.com
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Elevate Insurance Advisers industry classification
Industry- Product category
- Life Insurance Distribution
- NAICS
- Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)
- akta.pro secondary industries
- Simplified Issue Whole Life / UL Insurance (FSAIABAH), Guaranteed Issue Term Life Insurance (FSAIAAAG)
Keywords
Where Elevate Insurance Advisers is headquartered
LocationHeadquarters
- HQ city
- Los Angeles
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Elevate Insurance Advisers business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations
Revenue model
- Insurance Agency Commissions: The company operates as an independent insurance agency earning commissions from multiple insurance carriers for policies sold. Agents are compensated on a 1099 commission basis with average commissions around $750 per policy. The company works with multiple top carriers including Aetna and Mutual of Omaha.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | Final Expense / Equity Protection Insurance |
| Other | Pay-as-you-go | Agent Commission Structure |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
Elevate Insurance Advisers product offering
Product offeringCore offering
Elevate Insurance Advisers is an independent insurance agency that distributes life insurance products to individuals and families nationwide through licensed remote agents and a secure online application portal. It offers a portfolio of seven life insurance products including Mortgage Protection, Equity Protection (Final Expense), Accidental Death Benefit, Indexed Universal Life, General Whole Life, General Term Life, and Term + Return of Premium, working with multiple top insurance carriers such as Aetna and Mutual of Omaha.
Product overview
Elevate Insurance Advisers is a tech-driven insurance agency offering a portfolio of seven life insurance products: Mortgage Protection (pays off mortgage upon death), Equity Protection/Final Expense ($5,000-$50,000 coverage for funeral costs), Accidental Death Benefit rider (additional accident-related payout), Index Universal Life (cash value linked to stock market indices), General Whole Life (lifelong coverage with fixed premiums and cash value), General Term Life (1-30 year affordable coverage), and Term + Return of Premium (term life with premium refund if outlived). The agency serves families and individuals seeking financial security through personalized insurance solutions.
Differentiator
Problem solved
Functional benefit
Products and services
- Mortgage Protection
Quantifiable outcome
- Mortgage protection ensures family can stay in home if breadwinner passes away
- +1 more outcomes
Companies that use Elevate Insurance Advisers
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles2 records
Elevate Insurance Advisers technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Elevate Insurance Advisers partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Multiple Insurance Carriers (Aetna, Mutual of Omaha, and others)coreElevate Insurance Advisers works with multiple top insurance carriers enabling the agency to offer diverse products and competitive rates. Agents can confidently respond to customer questions about specific carriers like Aetna and Mutual of Omaha. This multi-carrier approach allows for personalized matching of customer needs with optimal coverage options.
Scale indicators3 records
Recent moves5 records
Expansion highlights4 records
Elevate Insurance Advisers competitors and assessment
Company assessmentDirect peers
- Policygenius: Online life insurance marketplace that compares policies from multiple carriers and sells direct-to-consumer. Closest digital analogue to Elevate's multi-carrier brokerage model, though more tech-forward and venture-backed.
- Ladder Financial: Digital-first term life insurer offering instant online term life quotes and policies. Competes for the same simplified-issue term life customer that Elevate serves through its mortgage protection and term products.
- Ethos Life: Online life insurance agency offering term and whole life policies across multiple carriers with a simplified online application. Direct competitor in the digital life insurance brokerage category.
- Bestow: Insurtech offering fully digital term life insurance with no agent involvement. Represents the disintermediation risk that pure agency models like Elevate face over time.
- Haven Life: Online term life agency backed by MassMutual, offering simplified-issue term life policies through a digital application. Competes for the same tech-enabled consumer that Elevate targets.
- SelectQuote: Large multi-carrier insurance brokerage selling life, auto, and home insurance through call-center-based agents. Closest large-scale analogue to Elevate's tele-sales, multi-carrier distribution model.
- Quotacy: Online life insurance brokerage comparing policies across carriers. Comparable to Elevate in product scope (term, whole, universal life) and multi-carrier broker model.
Broad incumbents
- Primerica: Large publicly traded multi-level financial services company selling term life insurance through a vast independent contractor sales force. Comparable in distribution model (independent contractor agents) and term life focus, though far larger and more established.
- Bankers Life: Established insurance agency focused on middle-income Americans, particularly for life insurance, annuities, and Medicare products. Direct competitor in the same middle-market final expense / life insurance segment.
- National Western Life: Specialty life insurance carrier offering whole life and universal life products including simplified issue and final expense. Comparable product focus on whole life, UL, and final expense coverage that Elevate distributes.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Elevate Insurance Advisers social profiles
Digital presenceElevate Insurance Advisers financial estimates
Financial estimateRevenue estimate
Valuation estimate
Elevate Insurance Advisers leadership team
Management profileNumber of profiles
Elevate Insurance Advisers funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Elevate Insurance Advisers M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Elevate Insurance Advisers
What does Elevate Insurance Advisers do?
Elevate Insurance Advisers is an independent insurance agency that distributes life insurance products to individuals and families nationwide through licensed remote agents and a secure online application portal. It offers a portfolio of seven life insurance products including Mortgage Protection, Equity Protection (Final Expense), Accidental Death Benefit, Indexed Universal Life, General Whole Life, General Term Life, and Term + Return of Premium, working with multiple top insurance carriers such as Aetna and Mutual of Omaha.
Is Elevate Insurance Advisers a public or private company?
Elevate Insurance Advisers is a private company. It is classified as unknown and is currently operating.
When was Elevate Insurance Advisers founded?
Elevate Insurance Advisers was founded in 2024. It employs 11 to 50 people.
Where is Elevate Insurance Advisers based?
Elevate Insurance Advisers is headquartered in Los Angeles, United States, in the North America region.
How does Elevate Insurance Advisers make money?
One revenue line is on record: insurance Agency Commissions.
Who are Elevate Insurance Advisers's main competitors?
Direct peers on record are Policygenius, Ladder Financial, Ethos Life, Bestow, Haven Life, SelectQuote and Quotacy. Broad incumbents are Primerica, Bankers Life and National Western Life.
Does Elevate Insurance Advisers have an API?
No public API is recorded for Elevate Insurance Advisers.
What industry is Elevate Insurance Advisers in?
Elevate Insurance Advisers's product category is Life Insurance Distribution. Its primary akta.pro industry code is FSAEABAH, Annuity & Insurance-Based Retirement Solutions Advisory, with a secondary code of FSAIABAH, Simplified Issue Whole Life / UL Insurance. Its NAICS code is 52421 and its SIC code is 6411.