Does Your Agency Have Proactive Financial Management?

When it comes to insurance agency finances, you must be proactive - not reactive. Don't worry, our insurance experts can help.
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PROACTIVE INSURANCE AGENCY

Financial Health Services

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Accounting Report Card Service

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Angela Adams Consulting offers a General Ledger Review Service tailored for independent insurance agencies. Our AMS360 specialists conduct a thorough review of your financial records to ensure accuracy, compliance, and proper categorization of transactions. We help insurance agencies identify discrepancies, streamline financial processes, and provide actionable insights to strengthen their financial foundation and improve operational efficiency.
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General Ledger Review Service

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Angela Adams Consulting’s Accounting Report Card helps independent insurance agencies assess and improve their accounting processes within AMS360. Our insurance accounting experts analyze financial data, identify discrepancies, and provide actionable recommendations to correct issues and implement industry best practices. This service ensures your agency’s financial operations are accurate, efficient, and aligned with compliance standards, helping you achieve long-term financial stability and success.

Get Clarity. Gain Control. Improve Performance.

Take the First Step Towards Smarter Financial Management

Our Accounting Report Card and GL Review give you expert insights into the health of your agency’s financial operations. Identify gaps, reduce risk, and align your accounting processes with industry best practices. Fill out the form or book a consultation to find out which assessment is right for your agency.
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Are You Actually as Profitable as You Think?

We’ve seen our share of insurance agency owners that thought they were highly profitable, only to discover hidden financial issues once we took a closer look. Inaccurate bookkeeping and overlooked details can paint an unrealistic picture of your agency’s financial health. Our accounting experts can help you uncover the truth, correct discrepancies, and ensure you’re on the right track for long-term success. Reach out today to gain clarity and confidence in your agency’s profitability.

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Are Your Taxes Going to be Accurate?

If your books aren’t accurate, your taxes won’t be either—and that can lead to costly mistakes. We’ve seen insurance agencies unknowingly file incorrect tax returns due to bookkeeping errors that went unnoticed. Our accounting experts can help ensure your financial records are accurate, compliant, and tax-ready, giving you peace of mind and helping you avoid potential penalties. Talk to us today to make sure your agency is on solid financial ground.
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Are You Preventing Fraud?

Without proper separation of duties, your agency could be at risk for fraud—whether you realize it or not. We’ve seen cases where a lack of internal controls led to financial vulnerabilities that could have been avoided. Our accounting experts can help you implement best practices to safeguard your agency, ensuring the right checks and balances are in place to prevent fraud and protect your bottom line. Let us help you strengthen your financial security today.

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Has Your Insurance Agency Mastered the Foundational Elements for Success?​

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.

The Foundation For Success
Customer Experience
Modern Technology
Financial Management
Talent Retention
We'll Do Everything Else

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.

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