Testimonials

CSRs
Galyean Insurance Agency

Sulphur Springs, TX

We have used Angela Adams Consulting Services, Inc. a few times due to short staff issues and would recommend their services to anyone. Before ever beginning they took the time to learn our agency procedures and do everything according to these procedures. Their staff is not picky about what we ask them to do or in any way reluctant. They understand what it takes to work in the agency and do not treat this as a temporary job. They understand whole heartedly that what they do is a reflection of our agency and treat it as if they were a part of the agency. The staff is extremely professional and a joy to work with. We really do appreciate Angela and her staff.

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CSRs

Angela Adams Consulting Services launched a CSR service in August of 2006 to provide support to our Independent agency clients. The types of services include project based processing, selective daily processes including download processing and certificates, and on-site coordination and processing. Our goal in providing this service to our clients is twofold. We are seeing a serious shortage of Account Managers and this is having a negative impact on our clients. Secondly, as Account Managers get more expensive, it is more cost effective for the agency to outsource some of the routine functions so that these valuable agency resources spend their time dealing with clients. Please contact us should you wish to discuss other CSR service needs that your agency may have. We will try to accommodate your needs whenever possible. For more information, please email us at csrservices@AngelaAdamsConsulting.com.

Our CSR services include:


 Interim CSR Services                                    Onsite and Remote Daily Processing               Renewal and Endorsement Processing

Organize and Prioritize Back Log                       Forensic CSR Work                                         Crisis Response Team

Certificates of Insurance Issuance & Delivery      Certificates & Evidences                                New Business                  

Blanket & Special Endorsements                        Renewal Notice Letters                                Update Masters & Holders

Issue Renewal Certificates & Endorsements      Report Creation & Submission                         Imaging

 Quoting & Proposal Preparation                      Disaster Recovery                                             Evaluating E & O Exposure

Download Management and Processing          

Associates - CSRs

Cathy Biby

Director of CSR Services

 CBiby@AngelaAdamsConsulting.com


Cathy began her insurance career by working in an agency as a licensed Personal Lines Agent and an AMS Prime user. She worked for AMS in Training and Customer Service for 12 years and has presented for many years at Regional and National Users' Group Conferences. She has trained clients on AMS 360, AMS Prime and Producer Plus. 

Bridgett Harrison

CSR

BHarrison@AngelaAdamsConsulting.com


Bridgett began her career in 1977 where she spent 8 years on the insurance company side in rating and underwriting. She has been on the Independent Agency side of the business for the last 22 years. She was an Assistant Vice President to a regional agency for 9 years where she managed the day-to-day service of large commercial accounts. Her experience includes Commercial Lines Account Management, Marketing, Agency Accounting and Systems Administrator.

Patti Priser

CSR

PPriser@AngelaAdamsConsulting.com


Patti brings over 30 years of insurance industry experience to the company. Her first 10 insurance years were on the Company side in Claims Adjusting and Loss Control. Over the next 20+ years, Patti worked with large national brokers, large regional agencies and small local agencies. Her experience includes Commercial Lines Account Management, Marketing Agency Training and Auditing, and Systems Administration.