Angela Adams Consulting’s assessment tools give you a clear picture of where your agency stands today, so you can focus on what truly drives results. With in-depth analysis and expert guidance, we identify high-impact opportunities to strengthen your strategy and accelerate success.
These online, self-paced tools identify strengths, reveal skill gaps, and assess both AMS360 proficiency and insurance knowledge to help maximize efficiency and accuracy. After completion, you’ll receive a detailed summary with actionable insights to guide training and performance improvement. Ideal for onboarding, performance reviews, or hiring decisions, we also offer support in developing training programs to improve consistency and elevate service across your team.
Our AMS360 Utilization Review helps ensure your agency is fully leveraging the system’s features, workflows, and setup for maximum efficiency. Our experts evaluate how your team uses the platform, uncover gaps, and provide clear recommendations to streamline processes, reduce errors, and boost performance. It’s the most in-depth analysis of staff usage available, giving you peace of mind, greater control, and confidence that your agency is operating efficiently and protected from E&O risk.
Our Procedure Manual Audit ensures your agency’s documentation is accurate, up to date, and aligned with current workflows and best practices. We review your existing procedures to identify gaps, inconsistencies, or outdated processes, then provide clear recommendations to improve clarity, compliance, and efficiency. A well-maintained procedure manual not only supports consistent service and training but also protects your agency from E&O exposure and operational breakdowns.
Our Accounting Report Card provides a detailed analysis of your agency’s financial health, identifying strengths and uncovering areas that need attention. We assess key accounting processes, accuracy, and efficiency to ensure everything is running smoothly. With expert insights and actionable recommendations, you’ll gain a clear understanding of where your agency stands and how to improve financial performance.
Your clients deserve exceptional service, and the Customer Care Report Card ensures it. This audit provides a clear view of team performance, uncovering areas for improvement and celebrating excellence. Use its insights to refine processes, offer targeted training, and recognize standout employees, building a stronger, more successful team.
We offer an HR Audit to ensure your agency has the right documentation, policies, and compliance measures in place. Our experts will review your employee files, handbooks, procedures, and overall HR structure to identify gaps and areas for improvement. A thorough audit helps protect your agency, streamline processes, and ensure you’re meeting legal and industry requirements.
We offer a Marketing Assessment to evaluate your agency’s branding, messaging, and outreach strategies. Our experts will review your website, social media, email campaigns, and overall marketing efforts to identify opportunities for growth. With actionable insights and recommendations, we’ll help you strengthen your brand, attract more clients, and ensure your marketing efforts are driving real results.
We offer an AMS360 Security Audit to help your agency review user access, permissions, and overall system security. Our experts will identify who has access that shouldn’t, ensure sensitive data is protected, and recommend best practices to strengthen security. Keeping your AMS360 setup secure helps prevent unauthorized access, reduces risk, and ensures your agency’s data remains protected.
We’ve noticed that our most successful clients all excel on the same Foundational Elements. Our goal is to share these elements with agencies and help them prioritize their time and initiatives around these pillars to achieve success that will last for years to come.
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.