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Advisory Services

Advisory Services

Onsite & Remote Strategic Solutions Designed for Your Agency

The strength of our talented team of consultants is the combined proficiency in every aspect of the insurance industry, including the following: accounting, strategic planning, creating marketing strategies, designing incentive programs, developing procedure manuals, goal setting, and custom proposals.

Our agency advisory services include software and process implementation, system utilization reviews, and workflow analysis.

“Angela Adams and her team are trusted advisors to our entire leadership team.  They provide insight in determining the strategic direction of our independent agency, including establishing the best practices and leveraging technology to achieve our strategic goals.   The operational efficiencies that AACS has assisted in implementing has created capacity for our team to focus on servicing the client at the level that they deserve.  As a client of AACS, we have rapidly transitioned to a high performing agency where all teams are aligned.”

Beth Bell, SHRM-SCP , VP of Operations/CFO
Deeley Insurance Group

Coaching

We help you make the agency of your dreams a reality. By encouraging agency owners to stay focused on their goals and providing guidance when necessary, we help them unlock their full potential.

Consulting

Our experienced team will help you chart a roadmap for success, capitalizing on the combined strength of your agency’s team and technology.

Training

We ensure your staff maximizes the benefits of its management system. Having worked with hundreds of agencies, our team knows how your software works, and how to increase your team’s efficiency!

Virtual Operations Management

We remotely manage service staff, allowing owners to focus on growth. We also provide meaningful analysis of behind-the-scenes operations so that you can make the best strategic decisions for your agency.

Virtual HR

Our team provides remote HR assistance for agencies that do not need full time HR management. We can produce employee handbooks and manuals, help with recruiting top talent, provide expert advice on delicate personnel matters, and assist with payroll functions.

Lighthouse Academy

We provide online, on-demand, agency-specific training on operations, software capabilities, and more – plus, access to hundreds of business skills courses including the Microsoft Office suite. We offer the training you need – when you need it!

For More Information about Advisory Services

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