Testimonials

Will Burke
Burke Insurance Group, LLC

Las Cruces, NM

Angela Adams' consultants have trained a number of our CSRs, have assisted with streamlining our accounting department and provide me a number of management tools. Her group is efficient, knowledgeable and no nonsense. The money I have spent with AACS is one of the best investments that I have made in the agency.

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Classes offered by Angela Adams Consulting

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Prime Reports
 

July 13, 2010
11:00 am - 12:30 pm EST
Cost: $115.00
Instructor: Angela Adams Consultant

Struggling with the report filters? Not sure what functions mean and when to use them? Wouldn't a report be better if you could just take off one column, or maybe add another? We'll help making reports available in Prime version 5 faster and easier for you!

Prime Mail Merge
 

July 14, 2010
4:00 pm - 5:00 pm EST
Cost: $75.00
Instructor: Angela Adams Consultant

This session will focus on using the Mail Merge feature in Prime. Let Prime help you create the letter or labels for your customers. We'll also discuss how to use the filter and stamp features to globally change information on your contact screens such as CSR or Producer.

AMS360 Doc360 - July 15
 

July 15, 2010
11:00 am - 12:30 pm EST
Cost: $115.00
Instructor: Angela Adams Consultant

Have you implemented this feature? It is easier than you think but it does require planning and experienced guidance. Are you using the Doc types to index your documents and have you customized the doc type list to fit your operations? Are you easily able to zero in on the doc you are looking for? Is front end, on demand or back-end imaging right for your agency? Join us to find out how to do this and see how to maximize your 'Attachments' and let everyone in the agency benefit.

Producer Plus - July 15
 

July 15, 2010
1:00 pm - 2:30 pm EST
Cost: $115.00
Instructor: Angela Adams Consultant

Let us show you the many ways that Producer Plus can help your business. The most popular applications include assessing commercial risk, creating Acord applications, remarketing your account, and creating professional proposals.

Producer Plus Proposals - July 16
 

July 16, 2010
1:00 pm - 2:00 pm EST
Cost: $75.00
Instructor: Angela Adams Consultant

Want to use the Proposals in Producer Plus but notice that the auto template doesn’t fill the limits? Want to customize the Cover Page so that will prefill the customer name? Do you have a disclaimer or contact page you want as a template? Join this class to learn how to customize the existing Proposal templates, or to add your own template to Producer Plus.

AMS360 Form Letters - July 20
 

July 20, 2010
11:00 am - 12:00 pm EST
Cost: $75.00
Instructor: Angela Adams Consultant

Form Letters are so much more than 'Dear Customer' type of documents. See the kind of work you can do with your basic Form Letters. This session will show you how to create and modify these items as well. This class is designed for owners, managers, and supervisors.

8 hour CSR Training
 

July 21, 2010
9:00 am - 5:00 pm EST
Cost: $850.00
Instructor: Angela Adams Consultant

This comprehensive private class is scheduled at your convenience! Your CSR instruction will be customized to meet your agency's needs and will cover Basic Navigation, Renewal, Endorsements and other workflows, Submission workflows, Import and Export, Form Letters, and Certificates. Contact us at Consulting@AngelaAdamsConsulting.com today!

AMS360 Doc360 - July 22
 

July 22, 2010
11:00 am - 12:30 pm EST
Cost: $115.00
Instructor: Angela Adams Consultant

Have you implemented this feature? It is easier than you think but it does require planning and experienced guidance. Are you using the Doc types to index your documents and have you customized the doc type list to fit your operations? Are you easily able to zero in on the doc you are looking for? Is front end, on demand or back-end imaging right for your agency? Join us to find out how to do this and see how to maximize your 'Attachments' and let everyone in the agency benefit.

AMS360 Form Letters - July 27
 

July 27, 2010
11:00 am - 12:00 pm EST
Cost: $75.00
Instructor: Angela Adams Consultant

Form Letters are so much more than 'Dear Customer' type of documents. See the kind of work you can do with your basic Form Letters. This session will show you how to create and modify these items as well. This class is designed for owners, managers, and supervisors.

8 hour CSR Training
 

July 28, 2010
9:00 am - 5:00 pm EST
Cost: $850.00
Instructor: Angela Adams Consultant

This comprehensive private class is scheduled at your convenience! Your CSR instruction will be customized to meet your agency's needs and will cover Basic Navigation, Renewal, Endorsements and other workflows, Submission workflows, Import and Export, Form Letters, and Certificates. Contact us at Consulting@AngelaAdamsConsulting.com today!

AMS360 Doc360 - July 29
 

July 29, 2010
11:00 am - 12:30 pm EST
Cost: $115.00
Instructor: Angela Adams Consultant

Have you implemented this feature? It is easier than you think but it does require planning and experienced guidance. Are you using the Doc types to index your documents and have you customized the doc type list to fit your operations? Are you easily able to zero in on the doc you are looking for? Is front end, on demand or back-end imaging right for your agency? Join us to find out how to do this and see how to maximize your 'Attachments' and let everyone in the agency benefit.

Producer Plus - Aug 11
 

August 11, 2010
1:00 pm - 2:30 pm EST
Cost: $115.00
Instructor: Angela Adams Consultant

Let us show you the many ways that Producer Plus can help your business. The most popular applications include assessing commercial risk, creating Acord applications, remarketing your account, and creating professional proposals.

Producer Plus Proposals - Aug 12
 

August 12, 2010
1:00 pm - 2:00 pm EST
Cost: $75.00
Instructor: Angela Adams Consultant

Want to use the Proposals in Producer Plus but notice that the auto template doesn’t fill the limits? Want to customize the Cover Page so that will prefill the customer name? Do you have a disclaimer or contact page you want as a template? Join this class to learn how to customize the existing Proposal templates, or to add your own template to Producer Plus.