Angela Adams Consulting Services
I just wanted to say again how much your firm has meant to the success of our agency. Our association with you, which goes back over ten years now, has enabled us to maintain a competitive edge when it comes to computing, accounting and customer service. I look forward to many more years of your continued consulting services. As we grow and our needs change, I am confident that you will be there every step of the way and we will continue to reap the benefit of your experience and expertise.
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The AMS Users Group is pleased to announce its newest Silver Corporate Partner, Angela Adams Consulting Services. For more than a decade, Angela Adams Consulting Services has been recognized as a trusted partner, advisor and educator for Vertafore agencies.
“It all began in 1985,” says Angela Adams, “when I went to work in insurance agency accounting. I got involved with helping other agencies through the Users’ Group. I became an agency owner, Chief Financial Officer, Commercial Lines Manager, and one thing led to another. I was driven by my desire to help others. Twenty five years later, and we have created a national team of top consultants that focus on everything from accounting services, to AfW, Prime and AMS360 training, migration consulting, CSR services, procedure manuals, and new employee training.
One thing that makes Angela Adams Consulting Services unique is the fact that they specialize in product training exclusively for Vertafore agencies. Emily Murphy of Pablo Beach Insurance Group LLC in Jacksonville, FL, says “Angela Adams Consulting Services has truly been a lifesaver for our agency. When we converted about eighteen months ago, I can't tell you how overwhelmed we were. Almost a year later it's hard to believe how far we’ve come. It's great to know that help is just an e-mail away. I can honestly say that my CPA is a lot happier this year with my financial reports!”
Will Burke, of Burke Insurance Group LLC, in Las Cruces, NM had this to say about Angela Adams Consulting Services, “Angela Adams' consultants have trained a number of our CSRs, have assisted with streamlining our accounting department, and provided a number of management tools. Her group is efficient, knowledgeable and no nonsense. The money I spent with Angela Adams Consulting Services is one of the best investments I have made in the agency.”
In addition to their consulting and accounting services, Angela Adams Consulting Services is recognized as industry education leaders, teaching on both the local and national level. Many Angela Adams consultants teach at the AMSUG National Conference, as well as at local group meetings. This year, Angela Adams Consulting Services will sponsor new start Chapter meetings, by providing trainers, free of charge, to newly formed groups. Those interested in forming new local Chapters can contact Sara Krueger for more information.
President Elect, Carl Schlotman, added , “I’ve known and worked with many Angela Adams consultants over the years, and the Users Group is pleased to have their support as a Silver Corporate Partner. Angela Adams Consulting Services’ active participation is a win-win for both the Users Group and Vertafore agencies.”
Procedure Manuals are essential in all businesses as they outline company practices to help employees learn and to facilitate management decisions. We’ll customize your Procedure Manual to focus on your agency’s priorities as well as provide you with the auditing tools necessary to guarantee the procedures are being followed.
How do we do it? We take the time to visit your office to discuss and learn your agency culture, philosophy, goals, and workflow standards. This enables us to develop procedures that are unique to your agency. Our qualified staff has years of insurance industry experience and includes previous agency owners, agency management, accountants and CSR’s. We’ll specifically design what you need including agency standards, workflows and procedures for all of the major departments in your agency, job descriptions, form letter reviews, and step by step Procedure Manuals. Our process ensures that you end up with a Procedure Manual that does not sit on a shelf.
We believe that the first step in holding people accountable for their actions is to set standards. With proper standards, your staff will know what is expected of them and management can easily measure an employee’s performance. A customized Procedure Manual will ensure that a new staff member’s orientation into your agency will become effortless.
Contact us to get started on your Procedure Manual today at 1-888-485-7779 or email us at consulting@AngelaAdamsConsulting.com.
AMS Support is the right source for fixing system problems and error messages, but they are not designed to help agencies with exactly “how to” do something. That is why we created the How To Desk. This is an easy way for agencies to get quick answers to those nagging questions regarding how to use AMS360 or AfW. Angela Adams Consulting Services offers a 2 hour response time during working hours and we utilize 30 associates with expertise in all areas of insurance agency operations on both AfW and AMS360.
Enrollment is FREE and there's no online subscription fee. Sign up today!
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This comprehensive private class is scheduled at your convenience!
Your CSR instruction will be customized to meet your agency's needs and will cover Basic Navigation, Renewal, Endorsements and other workflows, Submission workflows, Import and Export, Form Letters, and Certificates.
Contact us today at consulting@AngelaAdamsConsulting.com!