Helping Independent Insurance Agencies for 25 years

Our consultants are some of the most sought-after experts in the industry! They know your software and how your employees should use it. They take the time to ensure your staff is confident and that the agency is maximizing the software’s capabilities! Here are some of the Applied solutions we can help you with!

Applied Preferred Consultant Partner

Applied Systems Implementation, Training & Consulting

For 25 years, Angela Adams Consulting has helped independent insurance agencies improve operations, strengthen accounting, and build efficient workflows. Now we bring that same trusted expertise to agencies running Applied Epic.

Why Agencies Trust Us

More Than Software Expertise

Applied Epic is a powerful management system, but software alone doesn’t create operational excellence. Our consultants understand how successful insurance agencies operate. We work alongside owners, operations leaders, accounting teams, and CSRs to improve workflows, strengthen processes, and support long-term growth, all within the Applied Epic environment.

Because we’ve spent decades helping agencies solve operational challenges, we focus on practical solutions that improve the way your business runs, not just the way your system is configured.

We Provide

Meet The Team

Your Applied Epic Advisors

Mary Wageman, CIC, CISR

Advisory & Insurance Specialist Segment Manager

Mary brings a unique combination of Applied Epic expertise and real-world agency experience to every engagement. She helps agency leaders turn good intentions into real results, strengthening processes, improving team performance, and ensuring agencies get the most out of their technology investments. Her hands-on, results-oriented approach creates sustainable change that positions agencies for long-term success.

DeAnn Sheldon

Applied Epic Regional Manager

DeAnn has spent her career helping insurance agencies navigate change and improve performance. From operational improvement initiatives to AMS migrations and post-merger integrations, she works with agency leaders to build stronger processes and more effective teams. Her practical approach and collaborative style help agencies implement meaningful improvements that deliver lasting results.

Michelle Manuel

Accounting Segment Manager

Michelle is a trusted resource for agencies looking to strengthen accounting operations and gain confidence in their financial processes. With 30 years in the industry and a current Property and Casualty license, she brings unmatched depth to every engagement. Known for her deep Applied Epic accounting expertise, she helps agencies improve efficiency, accuracy, reporting, and workflow consistency.

Applications We Support

Take a look at some of the featured applications we support.

Applied Epic

Applied Epic is the enterprise-level agency management system built for larger agencies managing complex books of business. It’s powerful, but that power comes with a learning curve — from workflow configuration to reporting to day-to-day navigation. If your team isn’t using Epic to its full potential, we help you close that gap.

Applied Pay

Applied Pay is the secure digital payment system for premium payments, integrated with both Epic and CSR24. We help agencies set it up correctly and get clients actually using it instead of falling back on checks and phone calls.

Applied Recon

Applied Recon is an AI-powered reconciliation solution built to work directly with Epic, matching carrier statements to your books faster and more accurately. If reconciliation is eating up hours every month, we help you get Recon set up to do that work for you.

Applied Book Builder

Applied Book Builder is an AI-powered tool embedded in Epic that analyzes outside data sources to flag upsell, cross-sell, and renewal opportunities your team might otherwise miss. If your producers don’t have time to do that research themselves, we help you put this tool to work.

Applied Mobile

Applied Mobile puts Epic in your team’s pocket, letting them access accounts, policies, and activities from anywhere. We help agencies roll it out and make sure staff are actually using it in the field, not just at their desks. Applied Mobile puts Epic in your team’s pocket, letting them access accounts, policies, and activities from anywhere. We help agencies roll it out and make sure staff are actually using it in the field, not just at their desks.

Applied CSR24

CSR24 is the self-service portal that lets your clients access policy documents, ID cards, and account info without calling your office. If adoption is low or the portal isn’t set up to reduce your team’s workload, we help you fix that.

EZLynx

EZLynx serves small to mid-size agencies with rating, agency management, and CRM tools in one platform. We help agencies configure EZLynx to match how they actually work, clean up data, and train staff to use it more efficiently.

Indio

Indio is a digital application and submission management platform that speeds up data gathering and e-signatures on insurance forms. We help agencies implement Indio and build it into their submission process so it actually reduces back-and-forth with clients.

Our Services

Support Across Your Entire Operation

CSR Support

Keep your service team productive without sacrificing customer experience.

Experienced insurance professionals provide CSR support inside Applied Epic, helping manage policy servicing, endorsements, renewals, certificates, and day-to-day account management.

Accounting Support

Maintain accurate financial records and keep agency accounting running smoothly.

Our accounting specialists work within Applied Epic to assist with direct bill reconciliation, company payables, commission accounting, month-end processes, and other critical financial functions.

Agency Report Card

Gain a clear picture of your agency's operational health.

Our Report Card evaluates key performance areas, identifies opportunities for improvement, and provides practical recommendations to help your agency operate more efficiently inside Applied Epic.

Database Review

Your management system is only as valuable as the quality of your data.

We review your Applied Epic database to identify inconsistencies, outdated information, workflow gaps, and opportunities to improve data integrity and reporting accuracy.

New Hire Training

Help new employees become productive faster.

We provide structured onboarding and Applied Epic training that combines software instruction with proven agency workflows, giving new team members the confidence to succeed.

Consulting

Every agency has unique operational challenges.

Our consultants work alongside owners and leadership teams to improve workflows, optimize processes, strengthen accountability, and develop long-term operational strategies, all while maximizing Applied Epic.

Experience That Goes Beyond The System

Lasting Success Comes From Strong Operations

Technology is an important part of every agency, but lasting success comes from strong operations, knowledgeable people, and proven processes. Whether your team needs operational support, accounting expertise, training, or consulting, we’re ready to help you make the most of Applied Epic.

Get Started

Maximize Your Investment Today

Ready to get more from Applied Epic and empower your team? Fill out the form and we’ll be in touch, or book a consultation directly with Mary.

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.

We'll Do Everything Else