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We have solutions to overcome a variety of challenges that agencies face!  From recruiting and onboarding new hires, to ensuring current staff are efficient and accurate… to helping agencies think more strategically and grow in our ever-changing environment.  Whether you have operational challenges, accounting or CSR needs,  or need help making strategic decisions to ensure your agency’s long-term success, Angela Adam’s Consultants have the expertise your agency needs!

Talk with one of our Consultants today to learn more about how we can help!

Upcoming Lighthouse Lessons

 

Vertafore Agency Platform Series

3-part Series Starting this week!

July 12, 2017- Preparing Your Agency

How do you prepare your team for success with the Platform? First you need to understand what you purchased and what was in your Bundle from Vertafore.

After you review what items you have, you need to decide who should access what Capabilities. Will you use QuickNavs? Is your agency using the key elements and features of AMS360? Discover other issues you should be considering as you launch the Platform in your Agency.

July 19, 2017 – Platform Capabilities Explored:

Do you understand what you purchased as part of your Vertafore Agency Platform Bundle? Have you setup all the capabilities, products, and features? Is your VSSO enabled and configured correctly? We will explore your bundle of capabilities and the possibilities of the Platform together!

July 26, 2017 – Business Processes & QuickNavs:

Before you begin to use QuickNavs in the Platform, you must understand your agency’s business processes. Have you discussed and outlined how your agency handles New Business, Renewals, and Cancellations? We’ll discuss key steps in starting this review and help you begin a discussion with your team to get these processes down to a simple, outlined approach. And then, how to create QuickNavs to make these processes consistent between your skilled, long-time employees and brand new employees.

*This is a three-part session which is priced as a package at $350

Insurance 101 – Session 1

Friday July 14, 2017

Insurance is a very complex industry. We will discuss the different types of insurance, the various positions in an agency, Brokers vs Brokerage vs Direct Writers, and how each transaction plays into the life of an account.

Insurance 101 – Session 2

Friday July 21, 2017

The Second Part to a complex subject. In this session we will delve deeper into what Insurance is and not just AMS360 language. We will discuss who is covered, what is Replacement Cost vs Actual Cash Value and other enhancements or limitation commonly seen on policies. Who needs insurance and Who is an Insured as well as what goes into rating and writing a policy.

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