Work with the Best in the Insurance Industry

Our consultants are the most sought out professionals in the industry. They've been in your shoes and they know how to guide you and your agency to success.

INSURANCE AGENCY

Advisory Services

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Operations Review and Consulting

Do you know if your operations align with industry best practices? Our Insurance Agency Operations Review and Consulting dives deep into your processes to uncover opportunities for improvement, ensure compliance, and optimize efficiency. From workflows to employee roles, we provide actionable insights tailored to your agency’s needs, helping you stay ahead in a competitive market. Let us help you run smarter, not harder!

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Leverage Your Technology Stack

Do you find yourself buying the latest software, hoping it’s a magic wand for your agency’s challenges? Are you fully utilizing the tools at your fingertips? Let our industry leading consultants analyze your systems to ensure you’re maximizing their potential. From integrating software to streamlining processes, training employees and more, we help you harness the power of technology to save time, reduce errors, and boost productivity. 

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Agency System Implementations

Navigating new technology can be overwhelming, but it doesn’t have to be. Our consultants have deep expertise in AMS360, Client Circle, AgencyZoom, WorkSmart, BenefitPoint, and ImageRight, as well as most Vertafore products. We’re here to make system implementation smooth and stress-free. From initial setup to staff training and best practices, we’ll equip your agency with the technology and skills it needs to thrive. 

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Insurance Agency System Security Audit

Do you know who has access to sensitive information in your agency’s systems? Our Insurance Agency Security Audits dive into AMS360 security, Employee Center permissions, Business Unit settings, and administrative controls to ensure only the right people have access to the right areas. We identify gaps like unauthorized access to client lists or financial data, helping you safeguard your agency against internal risks. 

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Insurance Agency Procedure Manuals

A well-crafted procedure manual is the backbone of an efficient agency. Our Procedure Manual service ensures your team has clear, detailed guidelines for every process, from client onboarding to claims handling. Whether you need a new manual built from scratch or an existing one reviewed for accuracy and relevance, we’ll help you standardize workflows, improve compliance, and enhance consistency across your agency.

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Custom Insurance Proposal Creation

Your insurance proposal is your first impression. With our Custom Insurance Proposal Creation service, we craft professional, visually appealing proposals tailored to your agency’s unique strengths and your prospects’ needs. Whether you need a brand-new proposal design or an update to your current materials, we combine industry expertise with creative design to ensure your proposals not only look amazing but also communicate value clearly and effectively.

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Insurance Agency Onsite Visits

Sometimes, there’s no substitute for being there in person. Our consultants provide personalized, in-depth support right at your location. Whether it’s conducting training sessions, reviewing workflows, resolving challenges, or implementing new systems, our experts work alongside your team to ensure your agency operates at its best. With a tailored approach and actionable insights, we’ll help you achieve greater efficiency, improve team collaboration, and set your agency up for long-term success.

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Insurance Agency Strategic Planning

Success doesn’t happen by chance—it’s the result of thoughtful planning. Let us help you set clear goals, identify growth opportunities, and develop a roadmap to achieve them. From refining your vision to aligning your team and resources, we provide expert guidance to ensure your agency thrives in a competitive market. Whether you’re aiming for higher revenue, streamlined operations, or enhanced client retention, we’ll help you create a strategic plan that drives results and secures your agency’s future.

MEET OUR TEAM OF TOP INSURANCE AGENCY

Advisors and Consultants

ams360 insurance expert consultant

Margaret Stahl

ams360 insurance expert consultant

Elizabeth Meyer

ams360 insurance expert consultant

Joan Ammons

ams360 insurance expert consultant

Kevin Wheeler

ams360 insurance expert consultant

Kevin Dickmann

ams360 insurance expert consultant

Renee Marshall

ams360 insurance expert consultant

Jeanne Stark

ams360 insurance expert consultant

Tammy Wickard

insurance consultant

Tracy Knight

ams360 expert consultant

Angela Painter

human resources expert

Candis Aubrey

ams360 expert consultant

Angela Bunch

marketing and sales insurance expert

Steph Abplanalp

Consultant Headshot

Claire Price

NEED SYSTEM SPECIFIC CONSULTING AND TRAINING?

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vertafore

Vertafore

We are experts in most Vertafore products, let us help you!
ams360 powered by vertafore

AMS360

We are experts in AMS360 and can help you master this software.
agencyzoom powered by vertafore

AgencyZoom

We are experts in AgencyZoom and can help you master this software.
client circle

ClientCircle

We are experts in AgencyZoom and can help you master this software.

A TEAM OF EXPERTS TO GUIDE YOUR INSURANCE AGENCY

Guiding Your Success at Every Stage

insurance agency with open for business sign

Start an Agency

Starting an agency can be complex, but our advisory team is here to help. From due diligence to manuals, setups, and finding the right staff, we work with new agency owners regularly.

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Operate an Agency

We are operations experts, helping your agency run efficiently with trained employees, optimized management systems, accurate finances, best practices and so much more. 

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Grow an Agency

We help grow your agency through renewals, retention, smart marketing, financial analysis, and more. Our support strengthens client relationships, improves profitability, and drives growth.

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Sell an Agency

Do you know what you need to have in order to get the best price for your agency? We’ll help you understand how to increase value, consult you through the process, and more.

We've Helped Thousands of Independent Insurance Agencies

See Why They Love Us

Margaret Stahl, CIC

Advisor

Margaret began her insurance career in 1978 as a policy typist at an Independent Insurance Agency. Since this time she has been involved in all aspects of the agency including Personal Lines Account Manager and System Administrator. Margaret worked in Agency Management and when the agency was purchased by a local bank in 2004, Margaret took on the role of Operations Manager of three agency locations. This position included HR, policies and procedures, compliance and training. In addition to the role of IT / System Administrator, Margaret has been involved in the implementation of several AMS system and hardware upgrades. Margaret served on several Company committees, was an active member in the Red River Users Group and a member of the AMS360 NetVU Education Committee.

Elizabeth Meyer, ACSR, CAM

Consultant

Her passion for the independent insurance agency started in 2001. Experiencing agency life in all aspects of agency operations from bookkeeping, to IT, to directing marketing and employee benefits, she truly found her passion in transforming her agency through software conversions and training/coaching employees. She is excited about the possibilities of increased efficiency by marrying smart agency processes with AMS360, BenefitPoint, and thoughtful improvement plan execution. She is looking forward to transforming agency clients with her variety of software/operational and real-life experience, creative approach to problem-solving, and enthusiasm for seeing others achieve success.

Joan Ammons, CIC, CISR, NcAM

Advisor

As leader of Advisory Services for our Western region, Joan is able to work with agency owners and managers to develop a strategic approach to lifting your team to the next level. Her 35+ years of insurance agency experience allow her to understand the challenges and victories of independent agencies, to better understand your goals and expectations.

Her experience working with Angela Adams Consulting allows her to see agency operations from a high-level view, break them down into smaller tasks, and help agencies develop an actionable plan to move forward. From understanding the technical solutions you have available to understanding how your team members work, Joan would love to help you coordinate a winning solution to make the most of your resources.

Kevin Wheeler, CIC, CPIA, CFI

Advisor

A graduate of Purdue University in 1982, Kevin began his insurance career at the family insurance agency, Cardinal Insurance, in 1986. His primary task was to help his father with a computer that was given to the agency by one of their carriers. Seeing the potential in the technology, Kevin implemented a comparative rating program and launched the agency into the world of agency management in 1989. He purchased the agency in 1994 and made it 100% automated and “paperless” by closing all paper files into storage. In 2000, he implemented a customer portal to meet the growing demand for self-service options.

Kevin’s expertise has earned him multiple recognitions from the insurance industry, including being honored twice as the National Louie E Woodbury Jr award by the leadership of NetVU and being selected as the agent of the year twice by PIA of Indiana. He has also served on the National NetVU board of directors and was elected Chair in 1999. Kevin has worked with Vertafore on several R&D committees and beta projects, including PL Rating, CL Submissions, AMS360, Producer Plus, and more.

Kevin Dickmann

Consultant

Since 1998, Kevin has spent his time building and supporting the technology infrastructure of independent insurance agencies. He is enthusiastic about the many benefits technology has in improving the overall quality of customer service and employee morale. Kevin specializes in ensuring agency employees are able to obtain, and rely on, the data needed for their jobs, and being able to use all of their software features including download, product integration, workflows, form letters, and proposals. He’s well versed in the software agencies use and understands how third-party providers can integrate with primary systems for customization or increased performance. Kevin has been a NetVU speaker and board member for many years. He is active in the AMS360 and WorkSmart PM&E groups where he has particular expertise.

Renee Marshall

Advisor

Renee has over 25 years of experience in the insurance industry. Her agency experience includes agency operations, system implementation/administration, staff training, and commercial lines/personal lines management. Renee is passionate about working with the unique variety of agencies in our industry and helping them solve challenges with creative and out-of-the-box solutions. She works with agencies of many sizes to develop customized solutions to reach agency goals of increased profitability and efficiency. She has been a regular speaker at the NetVu National Conference and NetVu Chapter meetings nationwide.

Jeanne Stark, AIC, AAI, CPSR

Consultant

She is an accomplished client manager/account executive with over 30 years of industry experience in various capacities including managing middle market to large national accounts. Her management experience includes overseeing a large commercial lines staff at a middle market agency. She was a successful Quality Control Manager for an Assurex E & O Program creating a 100% automated and highly efficient renewal checklist to all personal lines and small commercial clients resulting in a significantly reduced E & O exposure for the agency. Over the last 10 years, she has been project lead involved in several agency migrations and conversions. She is conversant with AMS360, PLATFORM, WORKSMART/IMAGE RIGHT, BENEFIT POINT and the integration between the systems. She has been a member of NetVu for over 10 years, attending National Conference and some power user groups. Her key to success is her thorough knowledge of the system and what it can do for you in cutting cost and improving efficiencies as well as employee satisfaction.

Tammy Wickard, CISR

Advisor
Tammy has been in the insurance business since 1990, spending most of that time in the Accounting field, and also in Systems & Operations Management. She received the AAI designation in 1999. She was instrumental in forming the Sunshine State AMS Users’ Group and previously served as President. Tammy has been active in National Conference AfW/AMS 360 Education, where she served on the committee as Co-Chair as well as being a presenter at National Conference for the past several years. In 2005 Tammy was awarded the Presidential Citation from the AMS National Users’ Group.

Tracy Knight

Sales, Marketing, & Operations Manager

Tracy just celebrated 11 years with Angela Adams Consulting and has been a driving force behind our growth since 2014. Previously, she served as VP of Sales and Service for a major credit union, leading marketing, sales, customer experience, and training for 13 locations. She’s also a certified sales leadership skills trainer.

With a background that spans every area of business operations in service-based industries, Tracy blends big-picture vision with hands-on execution. Her passion for understanding audiences and aligning vision, mission, brand, and marketing strategy has helped fuel Angela Adams Consulting’s strong year-over-year growth.

Tracy has played a key role in doubling our team’s size, building training programs, onboarding processes, and engagement initiatives, while expanding our service offerings. As a vital member of the executive team, she keeps our mission and clients at the center of everything we do.

She also partners directly with clients — delivering marketing support, speaking at conferences, implementing AgencyZoom, designing email campaigns, enhancing customer experience, and strengthening brand identity through video and accountability best practices.

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.

Candis Aubrey

Regional Manager & HR Director

Candis has over 21 years of diverse HR experience and is an expert in HR compliance and best practices, HR infrastructure, and policy and procedure development. Practicing human resources in a variety of industries (manufacturing, hospitality, banking & insurance) and serving many years as an of ‘HR Department of One’ has given her the opportunity to work in all areas of HR including, recruiting, onboarding, training, employee relations, performance management, leadership training and development, workers compensation, benefits, payroll and safety. Now leading a growing HR team, our Eastern Region and our Direct Bill Center, Candis continues to drive strategic initiatives while supporting the evolving needs of our company.

Angela Bunch

Western Regional Manager

With over 15 years of experience in the insurance industry, Angela Bunch brings a wealth of knowledge and expertise to her role as Western Regional Manager at Angela Adams Consulting. Licensed in all 50 states, Angela has a deep and broad understanding of the industry, having worked on both the agency and carrier sides. Her career is rooted in sales and customer service operations, with a focus on driving business growth through strategic cross-selling initiatives, producer sales training, and AM/CSR development. 

Angela uses her leadership experience to help independent agencies thrive. She’s known for creating impactful learning and coaching paths that improve client experience and streamline financial management. By integrating modern technology, she enhances operational efficiency, improves talent retention, and fosters a culture of accountability within the teams she leads. 

Steph Abplanlp

Sales & Marketing Manager

Steph Abplanalp is the Sales & Marketing Manager at Angela Adams Consulting. With a strong background in both marketing and sales, she loves helping businesses grow in ways that feel genuine and sustainable. Since joining the firm in 2022, Steph has focused on building real relationships with new clients, working one-on-one to understand their goals and deliver results that matter.

Steph’s experience spans branding, graphic design, email marketing, event promotion, social media, and business development. She’s especially skilled at figuring out what makes an audience tick — and turning that insight into strategies that drive traffic, boost engagement, and strengthen brands.

Whether she’s working with new clients, shaping a fresh campaign, or fine-tuning a brand’s voice, Steph brings creativity, curiosity, and a true passion for helping people succeed.

Claire Price

Consultant

Claire brings 10 years of insurance industry experience with a strong background in service, sales, marketing, technology, and leadership. She is passionate about teaching and implementing best practices across processes, procedures, and workflows that deliver measurable results. Known for her deep agency knowledge and genuine commitment to helping others succeed, Claire is both thoughtful and solutions focused. Her system expertise includes AMS 360, PL Rating, Agency Zoom, and Hawksoft. During her time in an agency setting, Claire led a high-performing personal lines service team focused on delivering exceptional client service and driving strong retention. She has also played key roles in agency mergers, acquisitions, branding, and client experience initiatives.  Claire partners with clients to streamline operations, enhance performance, and support sustainable, long-term growth.