Tired of Waiting for Better Financial Results Next Month? 3 Things You Can Do Now, to Start Being More Proactive with Your Insurance Agency’s Financial Management

tired of waiting for better results next month 3 things to do now to start being financially proactive

Tired of Waiting for Better Financial Results Next Month? 3 Things You Can Do Now, to Start Being More Proactive with Your Insurance Agency’s Financial Management If you follow Angela’s Foundational Elements for Success, you know that the 3rd element for Insurance Agency Success is proactive financial management.  However, you might be wondering… what does […]

Why the “Collaborative Team Model” is Essential to Insurance Agency Survival

why the collaborative team model is needed for agency survival do you know the five componets?

Why the “Collaborative Team Model” is Essential to Insurance Agency Survival Why is the Collaborative Team Model Essential to any Insurance Agency’s Survival? This model increases efficiencies, reduces cost, and assigns the proper employee to the proper tasks. The collaborative team model can be done by training new employees, monitoring their activities, and setting them […]

If Your CSRs and Account Managers are Overworked, It May be Time to Implement Download

if your csrs & accounting managers feel overworked it may be time to implement download

If Your CSRs and Account Managers are Overworked, It May be Time to Implement Download As an Agency Principal, We’re Betting You Have a Full Plate.  You are probably hearing complaints from your account managers and CSR’s about being overworked, not having enough time in the day, or that they are drowning!  This challenging market […]

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.

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