Over 20 Years of Shining the Light to Success
Since 2001, we’ve built a team of US-based experts—seasoned trainers, skilled CSRs, savvy accountants, and more—dedicated to helping your agency thrive and succeed.
Experienced, Dedicated, Inspired
Meet Our Leadership Team
Angela Adams, President
Angela began her career in 1985 in agency accounting. Before starting her own business in 2001, Angela worked as an Agency Owner, Chief Financial Officer, and Commercial and Marketing Manager. Her experience working in agencies and deep understanding of the technology they use makes her an in-demand presenter for organizations across the country, including NetVU. She also maintains a close relationship with Vertafore. As an Orange Partner, Angela Adams Consulting often works closely with Vertafore on testing new releases and discussing agency needs. Angela truly understands agency culture and staff dynamics, and through her work leading Angela Adams Consulting, she has built a team of 100+ customer-focused and experienced individuals.
Tracy Knight
Chief Operating Officer
Candis Aubrey
Eastern Regional Manager, HR Director
Steph Abplanalp
Director of Marketing, Experience & Industry Relations
McKayla Bosart
Controller
Heather Hynson
Central Regional Manager
Angela Bunch
Western Regional Manager
Tristan Dudley-Olson
Customer Success Manager
The Industry's Best Insurance Consulting Firm
Through The Years
2001 Founded
In August of 2001, Angela Adams formed Angela Adams Consulting. Her husband, Mark, and sister, Joann Horton, joined in to help with building the foundation of what is today Angela Adams Consulting Services. With a strong desire to obtain the elusive work/life balance, she embarked on her first speaking engagement with her two-month-old son in tow. This was the beginning of what would transform the lives of the many who followed!
2003- Pioneered Remote Accounting
"They," said agencies would never want someone in their books... But Angela knew that agencies needed expert guidance and support. She knew the agency owners who spent more time developing their team, nurturing client relationships, and growing their business were more successful. With the help of the internet and cloud computing, she revolutionized back-office operations in independent agencies, relieving them of the burden of monthly accounting, direct bill processing, reconciliation, financials, and more. Today, hundreds of agency owners are still confident in their finances due to remote Accounting Solutions by Angela Adams Consulting.
2006 - Clients' Wishes are Our Command!
As fanfare grew for remote Accounting Solutions, so did the desire to outsource account management functions. Angela listened to the demand and developed our CSR branch, now called Insurance Specialists Solutions. The service allowed agency account managers to handle larger books of business and more responsibilities in the agency while we provide all the back office support. Today, our Insurance Specialist Division is as strong as ever as we are one of the only exclusively US-based firms offering the service with licensed, experienced professionals who understand what it is like to work in an agency!
2012 - NetVU Chairman's Award Winner
The NetVU Chairman’s Award is given at the discretion of the current chairman of the board in recognition for outstanding annual service to NetVU. In 2012, Gray Nester, chose to confer this honor on Angela Adams, President, Angela Adams Consulting Services Inc.
In presenting her with this award, Nester said, “the time and energy Angela gives to this organization is above and beyond. She personally conducted 20 Chapter meetings this past year, and her team did well more than that. As a result, our education program is so highly regarded and valued by our membership.”
2014 - Opened Brick & Mortar Office
Even as a completely virtual business, we still needed a place to store supplies and house internal operations. To better support our growing number of clients and employees, the Charleston, SC office location was established. Here a small group of administrative employees continuously fuels our mission to shine the light to your success.
2015 - The Better Way Agency
Roger Sitkins, president of Sitkins Group, Inc., announces Angela Adams Consulting Services, Inc. as a partner in The Better Way Agency program.
Angela Adams and her team at Angela Adams Consulting, as our content and training partner, is a natural fit. With Angela Adams Consulting's real-world expertise in internal training and operations' transformation, we are going to change the way agencies do business. I am so excited to have Angela and her team as part of The Better Way Agency model - they are the real deal!"
2017- It is a Virtual World
As competition and costs rise, the independent insurance agency must adapt business operations to be as efficient and effective as possible. Compounding this growing issue, more seasoned professionals are exiting the workforce leaving gaps of knowledge and experience. Enter the services Virtual Chief Financial Officer, Virtual Operations Manager, and Virtual Human Resources. Agencies have as-needed access to experienced experts who've worked in agencies and understand what they need to succeed. These services are an alternative to hiring a full-time employee or fractionalizing your management to an outside firm or individual that doesn't have your whole strategy in mind.
2018 - Welcome to the Academy
The variety and sources of on-demand learning have grown, but organizing that content into material relevant to insurance agency operations, sourced from expert experience, and assignable and trackable was impossible before the introduction of Lighthouse Academy. Angela Adams Consulting introduced this platform to help agencies access our growing library of software-specific, on-demand, and live lessons. Then, our experts curated a large selection of Microsoft Office, leadership, and sales classes to include that are ideal for agency personnel. For more advanced agencies, a customized, subscription option is available.
2020 - A Vertafore Orange Partner
The Vertafore Orange Partner Program brings together complementary solutions that bring best-in-class capabilities to the Vertafore suite of products. Angela Adams Consulting was one of the first Professional Services Partner added to the list. Angela Adams has been working with Vertafore products since the 80's. There is no other consulting firm with the breadth and depth of knowledge our consultants bring to the table.
2022 - The Foundation for Success
After 20 years of working with insurance agencies, we identified the key factors that contribute to their success and introduced our Foundational Elements for a Successful Agency. These pillars encompass everything we offer to help agencies achieve greater success, addressing the areas where support is most needed to foster growth and resilience. Our mission is to help agencies strengthen or build their foundation for success, enabling them to focus on growth with confidence and peace of mind.
2023 - Enhanced Service
We continued to enhance the services we offer to meet the evolving needs of our clients. With US-based, licensed, and insurance industry experienced experts, we continue to lead the way with insurance agency staff augmentation and support.
To Infinity and Beyond
As we continue to grow and evolve, Angela Adams Consulting remains steadfast in our commitment to empowering insurance agencies for the long term. With a foundation of strength, a vision for the future, and a passion for helping agencies succeed, we are dedicated to fulfilling our mission: to shine the light to success and guide agencies toward lasting growth and prosperity.