(888) 485 – 7779

Thursday, May 14, 2020 Expert trainer, Liz Rodriguez, invites QQCatalyst clients to a four-hour virtual training experience! Learn more about Utilizing AI & Salesroom, Commissions, Billing & Payments, and Policy Setups & Maintenance.

Schedule and Course Descriptions

Thursday, May 14, 2020 | 10 AM – 3 PM EST | $325

10 AM Est – Utilizing AI and Salesroom

Join us for this session as we review the Agency Intelligence (AI) automated marketing feature inside of QQCatalyst. This includes setting your system preferences, automated Smartflow setup, editing Smartflow emails and tasks. We will also review how AI and the Salesroom work together to help you manage pending quotes, renewals, and employee goals.

11 AM Est – QQCatalyst – Commissions

Are you tracking your agency and producer commissions in QQCatalyst? Come join us! This session will cover how commissions function in QQCatalyst. We will be covering everything from setting up rules for how agency commissions and producer commissions should be calculated, to reconciling when commissions have been paid to the agency or its producers. Topics will also extend to how to reset commissions for existing policies, editing reconciliation statements, and reports that will be important for tracking commissions in Catalyst.

1 PM Est – Billing and Payments

How do I post payments in QQCatalyst? This session will cover topics such as creating bills, taking payments, reconciling premium sent, printing invoices/receipts, and the correct way to setup a policy based on how it is being paid and how commission is received. We will look at specific reports that will help you keep track of your billing information.

2 PM Est – Policy Setup and Maintenance

In this session we will cover how to add customers and policies into QQCatalyst.  We will review how to create pending policies, enter quotes, and generate proposals as well as a issuing  a policy. Topics will also include how to issue and create Certificates of Insurance and Evidence of Property forms.

Disclaimer* You will be invoiced for the $325 after registering.

Company Announcements: Staffing Changes!

Your Agency, Your Agency Management System, and Angela Adams Consulting Services We are excited to announce several leadership changes here at Angela Adams Consulting! As you are all aware, Renee Marshall is in high demand as a Consultant and Advisor to many clients....

Correll Insurance Group

Correll Insurance Group

Lighthouse Academy’s management system allowed Correll to do much more than store their agencies content, but create learning paths for their employees. Learning paths are a bundle of content which can include courses, videos, library items, assessments, surveys, tasks, and more. Correll utilizes the content to create learning paths to empower employees to continually advance their skillset. Once the learning paths are completed, certificates are rewarded to their users.

AMS360 Time Management Hacks Podcast

AMS360 Time Management Hacks Podcast

In this episode of Agency Performance Partner’s the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro interviews Angela Painter, Senior Software Consultant at Angela Adams Consulting Services. AMS360 time management hacks — are they real? Do they exist?

FINANCIALLY/COVERED Podcast

FINANCIALLY/COVERED Podcast

Your Agency, Your Agency Management System, and Angela Adams Consulting Services In this episode of FINANCIALLY/COVERED, a podcast for insurance agency owners, their money, and their profits, Margaret Stahl of Angela Adams Consulting Services discusses the many ways...

Meet Angela Johnston

Meet Angela Johnston

Angela became a minority owner and President of Carlsbad Insurance Agency (CIA) in Oct 2005. Because of her previous experience working in the agency, Angela was given the freedom and flexibility to entirely oversee the Carlsbad Insurance Agency.

Employee Spotlight – Penny Couch

Employee Spotlight – Penny Couch

Today, we are celebrating 15 years with Account Manager, Penny Couch. For 15 years, Penny has shown dedication and hard work that is inspiring to all of our team members. What is your role at Angela Adams Consulting? I'm an Account Manager. What has been your favorite...

Closing Year End: Let’s officially end 2020 

Closing Year End: Let’s officially end 2020 

It's THAT time of year! Accounting year-end may look a little different for some (thanks COVID), but we will get through it together. Check out this quick video for a refresher on closing out the year in AMS360. BONUS: Let's check your month end review! Download our...

Season of Joy

Season of Joy

  Tis the Season for Giving... Every year, Angela Adams Consulting participates in the Toys for Tots program, a charity whose mission is to give to less fortunate children in the community. Wrap up 2020 with opportunities to improve productivity, efficiency, and...

Virtual Career Fair

Virtual Career Fair

  We are excited to host our very first Virtual Career Fair on November 11, 2020 at 10:30 AM - Noon EST.  If you have ever considered a career with us, now is the the time to sign up and learn what opportunity awaits!  In this virtual meeting, you'll hear from...

Human Resources

Human Resources

Often, smaller agencies overlook the use of an HR manager. This is because these agencies are used to wearing multiple hats. As a result, agencies spend time juggling the day-to-day responsibilities of an HR manager.What exactly does an HR position entail…. Recruiting...