AMS360 New Hire Training

Just hired a new CSR? We’re here to help them hit the ground running with expert training on AMS360 and agency best practices—so they can contribute with confidence from day one.

INSURANCE AGENCY

AMS360 New Hire Training

8-Hour Training for New Hires

Our 8-Hour AMS360 Training for CSRs is perfect for agencies looking to provide focused, practical guidance without the time commitment of a full program. Led by our experienced trainers, this training offers personalized, 1-on-1 sessions that address your agency’s specific needs. While not as extensive as our advanced training, this program provides valuable hands-on experience with live assignments tailored to your workflows. With dedicated time for questions and progress checks, your team will gain practical knowledge they can apply immediately to enhance their efficiency and confidence in AMS360.

20-Hour Training for New Hires

Our Advanced AMS360 Training for CSRs goes beyond generic lessons—this is real-world training tailored specifically to your agency. With 20 hours of personalized, 1-on-1 instruction from some of the most sought-after trainers in the insurance industry, your team will work through live assignments directly tied to your agency’s operations. This hands-on approach ensures they’re learning skills they’ll use daily, not just theoretical concepts. The agenda is crafted around your unique needs, with dedicated time for questions and progress checks, so your CSRs gain practical, actionable knowledge to elevate their performance and drive results for your agency.

Get Your Team Up to Speed with Confidence

Schedule Today

Fill out the form or book a consultation, and we’ll help you select the right training path to set your team up for long-term success.

Are Your Employees in the Right Seats?

Are your employees in the right role? We can help you ensure you have the right people on the bus—and in the right seats. Our expert analysis and guidance will help you identify strengths, align roles with skill sets, and create a more efficient and productive team. With our support, your agency can build a stronger foundation by placing the right talent where they can thrive and drive success.

how is your team in action?

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

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.