If your insurance agency uses AMS360, you already know it’s a powerful system designed to streamline agency operations. But here’s the truth: even the best tools are only as effective as the people using them. Without proper training, your team risks inefficiencies, errors, and missed opportunities – all of which can directly impact profitability and client satisfaction.

At Angela Adams Consulting, we specialize in custom AMS360 training plans designed for bookkeepers, CSRs (Customer Service Representatives), and administrative staff. Instead of relying on generic tutorials or outdated materials, our training is hands-on, role-specific, and built to match your agency’s unique workflows.

Here’s why tailored AMS360 training is essential for your team – and how our customized approach sets your agency up for success.

1. Role-Specific Training for Maximum Efficiency

Not every team member needs to learn every function within AMS360. Generic training wastes time on irrelevant features while leaving gaps in the areas that matter most. That’s why our training is designed to be role-specific:

• For Bookkeepers: We focus on trust accounting, carrier download reconciliation, direct bill commission tracking, and financial reporting. Your accounting team learns how to maintain accurate records and prepare audit-ready reports with confidence.
• For CSRs: Training covers daily service workflows, including policy changes, renewals, client communication tracking, and document management – so CSRs can serve clients faster and with fewer errors.
• For Admins: We cover system setup, user permissions, report building, and maintenance tasks, ensuring your administrative staff keeps AMS360 running smoothly and securely.

This targeted approach means every team member learns exactly what they need for their role, improving productivity across your entire agency.

Learn more about our AMS360 Consulting & Training Services.

2. Hands-On, Real-World Learning

Many agencies rely on static manuals or generic training videos – but those methods don’t stick. Our AMS360 training is interactive and hands-on, conducted using your agency’s live data and real workflows.

This approach allows your staff to:

• Practice in real-world scenarios they encounter daily.
• Immediately apply their learning to current client files and agency tasks.
• Receive instant feedback and coaching from our AMS360 experts.

By training directly within your agency’s environment, we ensure your team gains practical, applicable skills – not just theoretical knowledge.

3. Customizable Training Plans for Every Agency

Every agency operates differently, even if they use the same AMS360 system. We create training plans tailored to your team size, processes, and goals, whether you need:

• Onboarding training for new hires to get them up to speed quickly.
• Refresher courses for existing staff to improve efficiency and accuracy.
• Advanced workflow optimization to help experienced teams leverage lesser-known AMS360 features.

Our flexible approach means training can be delivered virtually or onsite, in group sessions or one-on-one – whatever fits your agency best.

4. Reduce Errors and Compliance Risks

Improper AMS360 use isn’t just inefficient it can lead to serious problems. Bookkeeping errors can compromise your trust account balance, while incorrect data entry can create compliance gaps or even E&O exposure.

Our training addresses these risks head-on:

• Bookkeepers learn proper trust accounting practices to stay audit-ready.
• CSRs follow standardized workflows to ensure documentation accuracy.
• Admins implement permission controls and system safeguards to protect data integrity.

By standardizing how your team uses AMS360, you minimize risk and protect your agency’s reputation.

See how our Insurance Accounting Services complement AMS360 training to ensure your financial operations stay compliant.

5. Ongoing Support & Continuous Improvement

Training shouldn’t be a one-and-done event. As AMS360 evolves and your agency grows, your team’s needs will change. That’s why our training plans include ongoing support, such as:

• Recorded sessions and step-by-step guides for future reference.
• Updates on new AMS360 features and best practices.
• Access to our consultants for follow-up questions and troubleshooting.

This ongoing partnership ensures your team remains confident and capable, even as systems and processes change.

Ready to Empower Your Team?

Stop relying on generic AMS360 training that doesn’t meet your agency’s needs. With custom, role-specific training from Angela Adams Consulting, your bookkeepers, CSRs, and admins will be equipped to work more efficiently, reduce errors, and fully leverage AMS360’s capabilities.

Book a Meeting Now to build a training plan tailored to your agency’s team and workflows.