We Help Independent Insurance Agencies

With employees spanning coast-to-coast, we are a nationally recognized and respected firm dedicated to supporting insurance agencies across the United States. Our expert team brings a wealth of experience and industry knowledge to help your agency thrive.

Focus on Growing Your Insurance Agency

We'll Do Everything Else.

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Insurance Accounting

We’ve earned the trust of hundreds of agencies, large and small, coast to coast, by providing cost-effective solutions, accurate results, and peace of mind.
Accounting and "Insurance Accounting" are 2 different worlds. Learn how our expertise can make all the difference for your agency.
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Back Office Support

Our team is US-based and are licensed. We’re proud of our proven track record of increasing efficiency and achieving success. Our licensed, U.S.-based team
Free up your team and let our expert CSR support handle the details that keep your agency moving forward.
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Agency Consultants

Clients receive results-focused advice from the industry’s premier team of consultants. We capitalize on the combined strength of your team and technology.
Work with consultants who’ve walked in your shoes and know exactly how to guide your agency to success.
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System Training

Our experts specialize in system-specific training and consulting, tailored to meet the unique needs of your agency. From Vertafore’s AMS360 products such as
Learn from the most sought-after trainers in the industry and empower your team to unlock the full potential of your systems.
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Marketing

Our marketing team is here to transform your agency’s online presence and customer experience. We offer all things marketing!
Partner with marketing experts who bring creativity, strategy, and results to help your agency stand out and grow.
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Human Resources

Our HR team provides a full suite of à la carte services to support your agency’s growth and efficiency.
Simplify your HR with experts who understand your agency’s unique needs, from hiring to compliance and beyond.
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Helping Insurance Agencies Be the Best They Can Be Since 2001

Angela began her career in 1985 in agency accounting.  Before starting her own business in 2001, Angela worked as an Agency Owner, Chief Financial Officer, and Commercial and Marketing Manager.  Her experience working in agencies and deep understanding of the technology they use makes her an in-demand presenter for organizations across the country, including NetVU.  She also maintains a close relationship with Vertafore. As an Orange Partner, Angela Adams Consulting often works closely with Vertafore on testing new releases and discussing agency needs.  Angela truly understands agency culture and staff dynamics, and through her work leading Angela Adams Consulting, she has built a team of 100+ customer-focused and experienced individuals.

A TEAM OF EXPERTS TO GUIDE YOUR INSURANCE AGENCY​

Guiding Your Success at Every Stage​

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Start an Agency

Starting an agency can be complex, but our advisory team is here to help. From due diligence to manuals, setups, and finding the right staff, we work with new agency owners regularly.

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Operate an Agency

We are operations experts, helping your agency run efficiently with trained employees, optimized management systems, accurate finances, best practices and so much more. 

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Grow an Agency

We help grow your agency through renewals, retention, smart marketing, financial analysis, and more. Our support strengthens client relationships, improves profitability, and drives growth.

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Sell an Agency

Do you know what you need to have in order to get the best price for your agency? We’ll help you understand how to increase value, consult you through the process, and more.

Has Your Insurance Agency Mastered the Foundational Elements for Success?​

We’ve noticed that our most successful clients all excel on the same Foundational Elements. Our goal is to share these elements with agencies and help them prioritize their time and initiatives around these pillars to achieve success that will last for years to come.

The Foundation For Success
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EXPERTLY CRAFTED MARKETING RESOURCES

for Insurance Agencies

NEED SYSTEM SPECIFIC CONSULTING AND TRAINING?​

Start Here

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Vertafore

We are experts in most Vertafore products, let us help you!
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AMS360

We are experts in AMS360 and can help you master this software.
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AgencyZoom

We are experts in AgencyZoom and can help you master this software.
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ClientCircle

We are experts in ClientCircle and can help you master this software.

We've Helped Thousands of Independent Insurance Agencies

See Why They Love Us

Angela Painter

Consultant

Angela is a popular speaker at NetVU conferences whether it be a local Chapter meeting, virtual webex session or National Conference. This is due to her experience with the Insurance Industry and passion for Insurance Agency Professionals. Angela has been in the Insurance Industry since 1980. She has held various positions with Carriers including System Interaction Specialist, Personal Lines Underwriter, Commercial Lines Underwriter. In 1992 Angela became a Licensed Property & Casualty agent for a large Brokerage firm in the Washington area specializing in Financial Products before joining Vertafore in 1996. While at Vertafore Angela Painter worked primarily in Development as a Senior Business Analyst and Product Manager on AfW and the AMS360 product since its inception. As the AMS360 Product Manager Angela worked closely with Agencies, Sales, Support, Implementation, Training and Development Teams to analyze, research, prioritize, design, and implement features within the AMS360 system.