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 mistake can create major issues—from reporting errors and compliance violations to lost time and revenue.

The reality is this: AMS360 isn’t like other accounting platforms. It’s built specifically for insurance agencies, and mastering it requires more than a basic understanding of bookkeeping or QuickBooks. At Angela Adams Consulting, we provide customized AMS360 training for bookkeepers, ensuring your agency’s financials are clean, compliant, and aligned with your operations. Here’s why getting this training right matters—and how it protects your agency from costly mistakes.

1. AMS360 Is Powerful—But Also Complex

AMS360 is a robust agency management system that integrates client data, policy details, billing, commissions, and financial records. But that power comes with complexity.

Bookkeepers unfamiliar with AMS360 often:

• Miscode transactions
• Overwrite or skip carrier downloads
• Duplicate or misapply payments
• Fail to reconcile properly between trust and operating accounts

These aren’t just clerical errors. They affect your reports, your compliance, and your decision-making.

Our training gives your bookkeeper a clear roadmap to follow—from daily workflows to monthly reconciliations—using real-world scenarios and your agency’s actual data.

Learn more about our AMS360 Consulting & Training Services.

2. One Mistake Can Lead to Major Compliance Risk

In insurance accounting, the stakes are high. If your trust account isn’t managed properly—or if reconciliation is skipped or done incorrectly—your agency could face:

• Department of Insurance (DOI) audits
• Fines and penalties
• E&O exposure
• Reputational damage

Trust accounts are particularly tricky because they must reflect carrier payables and client funds exactly. If your bookkeeper doesn’t understand how trust accounting works within AMS360, you’re putting your license and livelihood at risk.

Our training emphasizes:

• Proper use of the Chart of Accounts
• Trust vs. operating account best practices
• Monthly reconciliation workflows
• How to prepare for audits with confidence

Already overwhelmed? Our Virtual Accounting Services can help take pressure off your in-house team.

3. Training Saves You Time, Money, and Headaches Later

It’s tempting to “let them figure it out,” especially if your new bookkeeper is smart, experienced, or worked in another industry. 

But insurance accounting has unique requirements that don’t exist in other verticals. AMS360 requires role-specific training, not guesswork.

Here’s what improper training can lead to:

• Hours of cleanup work later
• Inaccurate producer commissions
• Mismatched bank balances
• Reports you can’t trust when you need them most

Investing in proper AMS360 training up front prevents these headaches and ensures your bookkeeper is not just working hard, but working correctly.

4. We Customize the Training to Fit Your Agency

No two agencies use AMS360 the same way. That’s why generic training videos or manuals often fall short.

Our training is:

• Tailored to your AMS360 setup and accounting workflows
• Delivered live, with real-time walkthroughs
• Focused on your specific chart of accounts, trust account structure, and reporting needs
• Backed by templates, checklists, and documentation your bookkeeper can reference daily

Whether your bookkeeper is brand new or just needs a refresh, we meet them where they are and build confidence from there.

5. Clean Books = Smarter Growth

The end goal isn’t just “getting through reconciliation.” It’s building a financial foundation strong enough to support growth.

With proper training, your bookkeeper can:

• Provide accurate, real-time financial reports
• Reconcile AMS360 to your bank and general ledger with confidence
• Support your CPA with audit-ready records
• Free up your leadership team to focus on strategy, not spreadsheets

Accurate books mean you can plan, hire, invest, and grow without hesitation.

Empower Your Bookkeeper. Protect Your Agency.

Your bookkeeper is one of the most important people in your agency’s success—and mistakes made in AMS360 can quietly derail your operations.

Don’t wait until the next reconciliation disaster or surprise audit. Train your bookkeeper the right way with Angela Adams Consulting. 

We’ll ensure they’re confident, capable, and aligned with your agency’s goals.

Book a Meeting Now to get started with customized AMS360 training for your team.