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Female turkeys don’t gobble. They cackle! Really, they do… listen!
Here is another thing you may not know that can make merging and running schedules and proposals faster and less frustrating. Make sure you enter the date that falls between term dates of the policy you selected. Also, check “Select Current In-force Policies Only” to clean up your view and make your policy or submission easier to find. By doing this, you’ll save time and avoid merging blank information!
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JRumple@AngelaAdamsConsulting.com
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2021 – To Infinity and BeyondAs the last 20 years have demonstrated, Angela Adams has a knack for knowing what agency owners need to succeed. As newer owners enter the market and owner responsibilities grow, Angela Adams Consulting’s expert team of Advisors has crafted a program specifically geared to tackle the challenges ahead. Angela Adams Consulting Services is renowned in the industry for our exceptional understanding of agency operations and automation. We help busy agency owners focus more time on what they do best and less time chasing problems behind the scenes. The Agency Coaches work closely with owners and senior managers to keep them out of the weeds and laser-focused on goals.
2001 – FoundedIn 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!
2017- It is a Virtual WorldAs 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.
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!
2018 – Welcome to the AcademyThe 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 subscription option is available. The Academy can be branded and customized for subscription clients, including the addition of the agency’s content, custom learning plans, and the ability for agency supervisors to assign training and track progress. Training and development with Lighthouse Academy is streamlined, focused, and geared specifically for independent agency personnel.