Streamline Your Insurance Agency with Our Expert Account Management Services

Streamline Your Insurance Agency with Our Expert Account Management Services

Are you finding it challenging to manage the myriad details of your insurance agency? Angela Adams Consulting offers specialized account management services designed to streamline your operations, improve efficiency, and free up your time to focus on growing your business. Here’s how our expert services can make a difference for your agency:

1. Running and Working Future Expiration Lists

Keeping track of policy expirations is crucial for maintaining client retention and ensuring continuous coverage. Our team meticulously runs and works future expiration lists, ensuring that your clients are notified well in advance of their policy renewals. We manage this process from start to finish, helping you retain clients and maintain a steady revenue stream.

2. Submission Preparation, Quoting, and Proposals

Preparing submissions, obtaining quotes, and creating proposals can be time-consuming. We handle all aspects of submission preparation, from gathering necessary documents to coordinating with carriers for quotes. Our detailed and professional proposals help you present the best options to your clients, enhancing your agency’s credibility and client satisfaction.

3. Reviewing and Researching Items on the Expired Policies Lists

Expired policies can lead to lapses in coverage and unhappy clients. Our team reviews and researches items on the expired policies lists to ensure that no policy goes unnoticed. We identify renewal opportunities and work with you to address any issues, ensuring that your clients remain covered and satisfied.

4. Researching and Advising on Overdue Suspense Items

Overdue suspense items can clog your workflow and cause delays. Our account management services include thorough research and advice on handling these items. We identify the causes of delays, provide actionable recommendations, and help you clear your backlog efficiently.

5. Assisting with Initial Load Setup of Customer/Policies

Setting up new customers and policies can be a daunting task, especially for a growing agency. We assist with the initial load setup of customer and policy information, ensuring that all data is accurately entered into your system. This foundational work helps prevent errors and sets the stage for smooth future operations.

6. Reviewing and Analyzing the Unbilled Policy List

Unbilled policies can impact your cash flow and financial health. Our team reviews and analyzes your unbilled policy list, identifying any discrepancies or issues that need to be addressed. We ensure that all policies are billed correctly and on time, helping you maintain a healthy financial status.

7. Attaching/Activity Electronic Backlog

Managing electronic backlogs can be overwhelming. We handle the attachment and activity of electronic documents, ensuring that your records are up-to-date and easily accessible. Our systematic approach reduces backlog, improves document management, and enhances overall efficiency.


Why Choose Angela Adams Consulting?

Managing an insurance agency involves juggling numerous tasks and details. At Angela Adams Consulting, we specialize in the unique needs of insurance agencies, providing expert account management services that save you time, reduce stress, and enhance your agency’s performance. Our experienced team understands the complexities of the industry and is dedicated to providing high-quality, reliable support.

Don’t waste valuable time on administrative tasks. Let us handle the details so you can focus on what you do best – serving your clients and growing your business. Contact us today to learn more about how our account management services can benefit your insurance agency.


For more insights and expert advice on managing your insurance agency, stay tuned to our blog or reach out to us directly. At Angela Adams Consulting, your success is our mission!

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