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 agencies assume that having AMS360 in place means their financials are “handled.” But what they’re missing is the critical layer of insurance-specific accounting expertise that ensures the numbers in AMS360 are not just accurate, but meaningful.

At Angela Adams Consulting, we don’t just know AMS360—we live and breathe insurance agency accounting. Our team understands how to connect your daily operations to your financial outcomes in a way that most CPAs and bookkeepers simply can’t.

Here’s why that matters.

1. AMS360 Knowledge Isn’t Enough Without Accounting Accuracy

We love AMS360. We use it every day. But having someone on your team who “knows the system” isn’t enough if they don’t also understand how insurance accounting works.

We’ve seen it all:

• Trust and operating accounts that aren’t balanced
• Direct bill commissions posted incorrectly
• Carrier statements misaligned with what’s in the system
• Reports that don’t reflect reality

Why does this happen? Because many agency teams are trained on how to click through AMS360—but not on how to make sure those clicks result in clean, compliant financial records. We go beyond system knowledge. We train our team (and yours) on what the numbers mean, where they come from, and how to keep them accurate.

Learn more about our Insurance Accounting Services and how we ensure the numbers behind your AMS360 reports are rock solid.

2. Most Bookkeepers and CPAs Don’t Specialize in Insurance

Your CPA may be excellent at tax preparation. Your in-house bookkeeper may be detail-oriented.

But neither of them is likely trained in:

• Trust account management
• Carrier statement reconciliation
• Commission matching
• Agency billing workflows
• Producer pay structures

These are the accounting realities that define your financial health as an agency. And if they’re not handled correctly in AMS360, it throws off your P&L, misrepresents your revenue, and creates compliance risk. We bridge the gap between traditional accounting and insurance agency operations. We know how to interpret AMS360 reports and how they connect to your books and your bank accounts.

If your internal team needs a boost, we offer Bookkeeper Training for AMS360 to help your staff build confidence, reduce errors, and ensure your numbers are right the first time.

3. Clean AMS360 Data = Reports You Can Actually Trust

We’ve worked with hundreds of agencies who say the same thing:

“I don’t trust our reports.”

If you’re second-guessing the accuracy of your income statements, producer performance metrics, or trust balances – it’s time to take a closer look at how your AMS360 is set up and managed.

Our team ensures that:

• Chart of accounts is structured correctly
• Bank reconciliations match AMS360 balances
• Trust and carrier payables are aligned
• Your system workflows reflect real financial transactions

When AMS360 is configured and maintained correctly by people who understand both technology and accounting, your reports become powerful decision-making tools – not just exports you ignore.

4. Compliance Starts with Accurate Accounting

Compliance issues rarely begin with fraud. More often, they stem from sloppy books and misunderstood trust responsibilities. As an insurance agency, you’re responsible for managing premium dollars—many of which belong to clients or carriers until settled. That’s why trust accounting compliance is non-negotiable.

Our team:

• Performs accurate monthly trust reconciliations
• Flags discrepancies before they snowball
• Ensures audit readiness for state DOI and E&O coverage
• Maintains clear separation between trust and operating funds

You can’t rely on general bookkeepers or part-time staff to manage something this important.

You need insurance accounting specialists.

5. We Turn Financial Clarity Into Business Confidence

Ultimately, knowing AMS360 is about more than mastering software—it’s about gaining clarity on your agency’s financial health so you can grow with confidence.

With clean books and accurate reports, you can:

• Forecast cash flow and revenue more effectively
• Make smart hiring and compensation decisions
• Evaluate producer performance fairly
• Plan for investments, expansion, or ownership transitions

And if you want to go beyond the numbers, we also offer Financial Coaching for agency owners who want to lead with more strategy and less stress.

Explore our Financial Management Services to turn data into direction.

You Deserve More Than System Knowledge – You Deserve Financial Accuracy

At Angela Adams Consulting, we’re more than AMS360 consultants. We’re insurance accounting experts who understand your system, your industry, and your financial needs. If you’re tired of second-guessing your books – or if you’re unsure whether your AMS360 reports are telling the whole truth—it’s time to partner with a team that can help.

Book a Meeting Now to learn how we can get your books, your AMS, and your confidence aligned.