Insurance Agency Consulting


Our consultants provide expert advice and guidance based on our unmatched ability to understand the inner workings of agency operations and the power of agency management software. We partner with agencies, getting to know their culture and aspirations to capitalize on the combined strength of the agency’s team and technology.

  • Agency Operations Review
  • CSR System Utilization
  • Workflow Optimization
  • Industry Comparative Reports
  • Marketing Plans
  • WorkSmart Implementation
  • Incentive/Bonus Program Development
  • Collaborative Team Implementation
  • New Business versus Lost Business Analysis
  • Gross Profit Analysis
  • Paperless Agency Implementation
  • Agency Platform Implementation
  • Platform Workflow and QuickNav Setups
  • Procedure Manual Development and Review
  • Custom Proposal Development and Updates

“Angela Adams Consulting has been a lifesaver for our agency. When we purchased AMS360 we didn’t realize the learning curve that would be involved. Once we went live we realized we needed help to use the system efficiently. Consultant is more than a systems consultant. She is an invaluable source of agency knowledge. She provided on-site training and guidance to our staff and evaluated our individual needs.”

Lori Nagle, Partner
Whitten Group

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