Speaker Resources

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Flexible & Customizable Topics

This is just a sampling of the variety of presentations we have provided over the years.  If you have an particular area of interest that you do not see listed, contact us and we can develop a session catered to your audience’s needs!

AMS360 Topics

AMS360 Accounting Best Practices

AMS360 CSR Workflows


AMS360 Sales Center

AMS360 Tips and Tricks

AMS360 Reports

What is new in AMS360

An Agency Principal’s Guide to AMS360 Accounting

Top Ten Cool Features of AMS360

Accounting Automate your Renewals with Renewal List Tool

CSR Submissions A to Z

AMS for the Unenlightened

Vertafore Reporting and Classic Reports

A Day in the life of a CSR

DocDesigner Specialty Lines of Business

Target list and campaigns

Using the Platform to make your agency more efficient

Sagitta Topics

Standard Commercial

Standard Personal

Goofy Coverages

Invoicing & Advanced Invoicing

Tips & Tricks

Data Auditing

Marketing Prospecting using Sagitta


New Employee Training

Crystal Reports with Sagitta Report Builder

Integrated Letters

Integrated Proposals


Health Checks

Automated Direct Bill Reconciliation

All Systems Topics

Internal Audit

Microsoft Office

Producer Plus

Imaging Options

Time Management

Disasters D.P.R. (Defining, Planning, Recovery)

Train the Trainer

Forensic Accounting

Using your Management System to Monitor and Audit your Agency

Collaborative Team Model

Why WorkSmart is going to Transform Agencies

WorkSmart Tips and Tricks

WorkSmart Workflow Reviews

Virtual Topics

Is there a Button I can push to…?

The Proactive Bookkeeper

The Paperless Accounting Department

What You Don’t Know About DBCD

Automate your Renewals with AMS360

Renewal List Tool

Producer Plus

Policy Detail Entry

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