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.

Find us on Facebook

Classes offered by Angela Adams Consulting

(Check the class box or boxes, then click on any of the register buttons to continue)

AMS360 Renewal List
 

February 7, 2012
11:00 am - 12:30 pm EST
Cost: $115.00
Instructor: Angela Adams Consultant

Are you tired of using paper for your Expiration Lists? The Renewal List tool will allow you to work your expiring policies list electronically. The secret here is that you won't have to constantly tell supervisors where you are on policies.

What's new in Office 2010 that you are not using?
 

February 7, 2012
11:00 am - 12:00 pm EST
Cost: $75.00
Instructor: Angela Adams Consultant

Learn about the new and cool features in Excel, Word, Outlook 2010 that you may not have found on your own.

AMS360 Import/Export Schedules
 

February 7, 2012
3:00 pm - 4:30 pm EST
Cost: $115.00
Instructor: Angela Adams Consultant

This new feature gives you an opportunity to get the most data possible into the system with the fewest number of keystrokes. You will need to understand some basics of Excel to make this new feature your own.

AMS360 CSR Tips and Tricks
 

February 8, 2012
11:00 am - 3:00 pm EST
Cost: $300.00
Instructor: Angela Adams Consultant

We have added a class for experienced AMS360 CSR users. We will cover tips and tricks and options you may not know exist. The emphasis will be on making your job easier on AMS360.

Should we move to AMS360?
 

February 8, 2012
11:00 am - 12:30 pm EST
Cost: $115.00
Instructor: Angela Adams Consultant

Is now the right time to move to AMS360? What are the pros and cons of AMS360? What is the migration process like?

AMS360 Fine tuning set ups in AMS360
 

February 8, 2012
1:00 pm - 2:30 pm EST
Cost: $115.00
Instructor: Angela Adams Consultant

Did you make all the right choices when you moved to the AMS360 program? In this session we will discuss the optimum selections for areas that impact your service staff. Make AMS360 as powerful as possible to maximize your ROI for this system.

AMS360 Form Letters
 

February 8, 2012
2:00 pm - 3:00 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.

AMS360 Sales Center for Beginners
 

February 8, 2012
2:00 pm - 3:30 pm EST
Cost: $115.00
Instructor: Angela Adams Consultant

If you have wanted to try out the functions in Sales Center but were not sure where to start, this session is for you. We will show you how to create the target lists to cross-sell to current clients, how your client and policy counts are by Rep, and identify prospect lists by XDate. Learn how to customize fields for your agency with Notations and Profile questions and then target those areas.

AMS360 E forms and their tabs
 

February 9, 2012
11:00 am - 12:30 pm EST
Cost: $115.00
Instructor: Angela Adams Consultant

You know how to get to the eForms Manager, but are you using the Tabs in the Customer Center as effectively as possible? Make each area work as hard as possible while reducing your own effort. Are you creating forms when you should just be viewing them?

AMS360 Sales Center - Intermediate
 

February 9, 2012
1:00 pm - 2:30 pm EST
Cost: $115.00
Instructor: Angela Adams Consultant

Are you using this module to its fullest potential? The Sales Center module will do so much more than list which clients have Home & Auto. We will explore more coverage related target lists and using campaigns to help automate and manage your mailings to clients and prospects. Make the Sales Center a true Sales & Marketing tool. This session builds upon our Beginners session.

AMS360 Basic Invoicing for CSRs
 

February 9, 2012
1:00 pm - 2:30 pm EST
Cost: $115.00
Instructor: Angela Adams Consultant

This session will include basic invoicing including corrections, splitting commission and premium changes. We will also cover billing taxes and fees correctly and where to view your posted invoices.

AMS360 Doc360
 

February 9, 2012
3:00 pm - 4:30 pm EST
Cost: $115.00
Instructor: Angela Adams Consultant

Have you implemented this feature? It is easier than you think. It requires planning, but it can be changed on the fly if you want to change your initial choices. Join us to see how to maximize your 'Attachments' and let everyone in the agency benefit.

AMS360 Advanced Invoicing for CSR's
 

February 9, 2012
4:00 pm - 5:00 pm EST
Cost: $75.00
Instructor: Angela Adams Consultant

You know how to bill the plain New Business and Renewal, but how do you handle Multiple Entity Billing, Installments, and Premium Finance, etc.? This session will address as many scenarios as possible.

AMS360 Principal's Guide to Accounting
 

February 10, 2012
11:00 am - 12:30 pm EST
Cost: $115.00
Instructor: Angela Adams Consultant

Are you concerned that your Company Payable balances have amounts that you do not truly owe? Wondering if all of your income has been recorded? Do you have large balances in your Direct Bill Receivables? Have you always wondered what this meant? If you answered "Yes" to any of these questions, you need to attend this session.

Producer Plus
 

February 10, 2012
11:00 am - 12:30 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.

AMS360 Version 6.0 (NexGen)
 

February 10, 2012
1:00 pm - 2:00 pm EST
Cost: $75.00
Instructor: Angela Adams Consultant

It is here! The latest and greatest update to AMS360. Come to this interactive session to see what's new with AMS360. We will show you the changes and let you know what the requirements are to run this latest version. It will change the way your agency "looks at" AMS360.