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Jeff Kozol

Consultant
Helping Agencies Improve Operations, Optimize Workflows, and Successfully Implement Growth-Focused Solutions
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Applied EPIC Expert
AgencyZoom
Agency Operations
Sales Training
15+ Years
At a Glance
Focus Areas
Agency Operations • Sales Process Development
Systems
Applied EPIC • AgencyZoom
Best For
Growth-focused agencies • Team development • Operational efficiency
Specializes In
Sales Training • Coaching • Agency Best Practices
Experience
15+ Years Helping Agencies Grow
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About Jeff

Building Better Agencies From the Inside Out

Jeff Kozol has built his career helping independent insurance agencies improve the systems, processes, and strategies that drive long-term success.
That hands-on experience is why agency owners trust him to identify operational challenges, uncover opportunities for improvement, and implement practical solutions that increase efficiency and support sustainable growth. At Angela Adams Consulting, Jeff partners with agencies to optimize workflows, maximize their technology investments, strengthen sales processes, and build scalable operational frameworks that help agencies perform at a higher level.
As an Applied EPIC expert, Jeff works closely with agencies to improve system utilization, enhance data quality, streamline workflows, and create greater consistency across teams. He also helps agencies leverage AgencyZoom and other technology solutions to improve accountability, support sales growth, and drive better business outcomes.
Jeff also specializes in sales training, coaching agency teams on proven techniques and best practices that improve prospect engagement, strengthen pipeline management, increase accountability, and drive consistent revenue growth. By aligning sales processes with agency goals and leveraging the right technology, he helps agencies create repeatable systems that support long-term success.
Whether an agency is implementing new technology, refining procedures, optimizing its Applied EPIC database, improving sales performance, streamlining operations, or preparing for its next stage of growth, Jeff brings a practical, collaborative approach and a genuine commitment to helping every agency succeed.
Areas of Expertise

Where Jeff Delivers Results

A snapshot of the disciplines Jeff brings to every agency engagement.

Applied EPIC Optimization

Helping agencies maximize their EPIC investment through better workflows, cleaner data, and more effective system utilization.

AgencyZoom Optimization

Configuring AgencyZoom to support accountability, pipeline visibility, and a more efficient sales process.

Sales Training & Coaching

Teaching proven sales techniques and best practices that help producers build stronger pipelines and close more business.

Agency Operations

Improving day-to-day processes that increase efficiency, consistency, and overall agency performance.

Workflow Design

Creating repeatable workflows that reduce bottlenecks, improve client service, and support scalable growth.

Technology Adoption

Guiding teams through technology implementation and change management to increase user adoption and long-term success.

Growth Strategy

Aligning people, processes, and technology to help agencies achieve their growth objectives.

Agency Assessments

Evaluating operations, workflows, and technology utilization to identify opportunities for improvement and prioritize next steps.
Signature Program

Full Throttle Producers

Jeff’s producer sales development program helps insurance producers strengthen the entire sales process — from building rapport and uncovering needs to presenting value, handling objections, following up, and building lasting client relationships. Practical, insurance-specific, and customized to your agency.
Sandler Trained / Solution Selling / Insurance-Specific / Customized
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Services Offered

How Jeff Can Help Your Agency

Engagements can be one-time projects or ongoing partnerships.
01

Applied EPIC Optimization

Improve data quality, streamline workflows, and maximize the value of your Applied EPIC investment through system configuration, process alignment, and user adoption strategies.
02

AgencyZoom Implementation & Training

Configure pipelines, automate workflows, establish accountability, and train teams to leverage AgencyZoom as a driver of sales growth and operational efficiency.
03

Sales Training & Coaching

Equip producers and sales teams with proven techniques, best practices, and repeatable processes that improve pipeline management, close rates, and revenue growth.
04

Agency Operations Consulting

Evaluate current workflows and operational processes to identify inefficiencies, improve consistency, and build scalable systems that support growth.
05

Workflow Design & Process Improvement

Map, document, and optimize agency workflows to reduce bottlenecks, eliminate redundant tasks, and create a more efficient client experience.
06

Technology Adoption & Change Management

Help teams embrace new systems and processes through practical training, implementation support, and change management best practices.
07

Agency Assessments & Growth Planning

Analyze agency operations, technology utilization, and sales processes to identify opportunities for improvement and develop a roadmap for future growth.
08

Management & Leadership Coaching

Provide agency owners and managers with guidance on operational leadership, team accountability, sales management, and organizational development.
09

Custom Training Programs

Develop role-specific training for producers, account managers, service teams, and leadership to improve performance and create long-term success.

Ready To Work With Jeff?

Book a no-pressure conversation and find out how Jeff can help your agency run smoother and grow stronger.

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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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