AMS360 CSR Training for New Hires: Start Them Off the Right Way

AMS360 CSR Training for New Hires - Start Them Off the Right Way

AMS360 CSR Training for New Hires: Start Them Off the Right Way Bringing on a new Customer Service Representative (CSR) should be a moment of relief—not a source of stress. But for many insurance agencies, onboarding a new CSR quickly turns into a frustrating process of trial and error, system mistakes, and inconsistent workflows. Why? […]

We Know AMS360 – But More Importantly, We Know Insurance Accounting

We Know AMS360 But More Importantly - We Know Insurance Accounting

We Know AMS360 — But More Importantly, We Know Insurance Accounting If your insurance agency is using AMS360, you’ve already invested in one of the most powerful agency management systems on the market. But here’s the truth: AMS360 is only as good as the data you put into it—and the people managing it.   Many […]

Why Insurance Agencies With a Marketing Plan Outgrow the Ones Without One

Why Insurance Agencies With a Marketing Plan Outgrow the Ones Without

Why Insurance Agencies With a Marketing Plan Outgrow the Ones Without One When it comes to growth, insurance agencies often focus on sales goals, client service, and staffing. But one factor consistently separates thriving agencies from those stuck in neutral: a well-defined marketing plan. In fact, agencies with a clear marketing strategy not only attract […]

Train Your Bookkeeper on AMS360 the Right Way (and Avoid Costly Mistakes)

Train Your Bookkeeper on AMS360 the Right Way

Train Your Bookkeeper on AMS360 the Right Way (and Avoid Costly Mistakes) When it comes to managing your insurance agency’s finances, accuracy is everything. Your bookkeeper plays a critical role in ensuring trust accounts are balanced, commissions are tracked, and reports are accurate. But if your bookkeeper isn’t trained specifically on AMS360, even a small […]

If You’re Not Confident in Your AMS360 Numbers, You’re Not Alone – Let’s Fix It

Are you not confident in your AMS360 numbers?

If You’re Not Confident In Your AMS360 Numbers, You’re Not Alone – Let’s Fix It In the fast-paced world of insurance agencies, accurate financials aren’t optional – they’re the foundation of everything.  Yet, we hear the same story over and over again: “I’m just not confident in my AMS360 numbers.”   If this sounds familiar, […]

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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