Insurance Agency Consulting Firm

 

With employees spanning coast-to-coast, we are a nationally recognized and respected firm dedicated to supporting insurance agencies across the United States. Our expert team brings a wealth of experience and industry knowledge to help your agency thrive.

Focus On Growing Your Agency, We’ll Do Everything Else.

Our team at Angela Adams Consulting is a diverse group of dedicated professionals, each bringing their unique expertise to the table. Since our founding in 2001, we have built a reputation for hiring the best of the best. From seasoned AMS360 trainers and skilled CSR specialists to savvy accountants, strategic consultants, creative marketers, and HR experts, we have all the right people to support your agency’s success. All of our team members are US-based and have worked in or owned an agency, so they understand what you’re going through. We have everything you need to ensure your agency thrives and reaches the next level!

 

Insurance Accounting & Bookkeeping Services

insurance accounting
Our team has exceptional knowledge and unparalleled experience and dedication to clients. We’ve earned the trust of hundreds of agencies, large and small, coast to coast, by providing cost-effective solutions, accurate results, and peace of mind.

US-Based Insurance Specialists & Licensed CSRs

Customer service

We’re proud of our proven track record of increasing efficiency and achieving success. Our licensed, U.S.-based team offers a variety of out-of-the-box, customizable solutions to meet the ever-changing needs of our clients and their insureds.

Expert Advisors & Consultants Who've Been in Your Shoes

consultants

Clients receive results-focused advice from the industry’s premier team of consultants. We capitalize on the combined strength of your team and technology. With real-world results in mind, we’ll partner with your agency to put the next level of performance and results within reach.

Insurance Agency Marketing & Customer Experience Services


Our marketing team is here to transform your agency’s online presence and customer experience. We offer everything from social media and email marketing to SEO and website refreshes, ensuring your agency stands out in a competitive market. With a focus on customer experience mapping and improvement, we provide innovative solutions that drive engagement and loyalty.

Insurance Agency Recruiting & HR Services

Our HR team provides a full suite of à la carte services to support your agency’s growth and efficiency. From payroll and recruiting to performance plans and delivering comprehensive training programs, we cover all aspects of human resources. Our tailored solutions ensure your team operates smoothly and effectively, helping you build a strong, motivated workforce.

System Specific Training & Consulting

Our experts specialize in system-specific training and consulting, tailored to meet the unique needs of your agency. From Vertafore’s AMS360 products such as AgencyZoom, BenefitPoint, QQ Catalyst, PL Rating, RiskMatch, and more, we provide in-depth training and support for a wide range of industry-leading systems. Additionally, we offer consulting on third-party integrations.

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Frequently Asked Questions

Can you train my employees?
Yes!  We have lots of packages available to train your employees on AMS360 among other products.  We offer an 8-hour new hire training, a more robust 20-hour training, as well as bookkeeper training.
What Vertafore systems and products do you train and consult on?
We can train and consult on AMS360 as well as AgencyZoom, BenefitPoint, BookRoll, Sircon, PL Rating, QQCatalyst, ReferenceConnect, RiskMatch, Commercial Submissions, TransactNOW, Vertafore Agency Platform, and Vertafore Client Communications.
Do you consult on other products and systems?
We are ready to help you with ImageRight, ePay, Client Circle, InsureLink, HubSpot, eDocs, and many more!
How can you help improve my insurance agency operations?
We are insurance agency operations experts!  Our advisors can provide a meaningful analysis of your behind-the-scenes operations so that you can make the best strategic decisions for your agency.
Can you revamp my customer experience?
Yes!  Our marketing experts can map your current customer journey and completely revamp it for happier customers, more renewals, and higher retention!
Can you do my agency bookkeeping?
Yes.  Accounting and “Insurance Accounting” are 2 different worlds.  Our accountants are highly skilled and trained in insurance accounting to make sure you are getting the best service possible.  You may be surprised at how outsourcing your accounting to us can save you time and money in the long run.
How can you help my agency grow?
We have consultants, marketing experts, and HR advisors ready to help you with marketing, recruiting, renewals, and so much more!  Give us your vision, and we will help bring it to life!
Are your Direct Bill Processors located in the US?
Yes, all of our 100+ employees are based in the Unites States.
Are Your CSRs located in the US?
Yes, all of our 100+ employees are located in the United States.  We will assign a CSR to your agency that is licensed in your state.
Can a consultant come to my office?
Absolutely!  Our advisors love to do on-site insurance agency visits.  Give us a call and we would be happy to discuss the benefits and why on-site visits are highly recommended!

Do You Know 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.

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