Check out this great article about agency virtualization by Dave Willis, CPIA in the December edition of Rough Notes!
By: Angela Adams|Published on: Dec 11, 2017|Categories: Company News|
Check out this great article about agency virtualization by Dave Willis, CPIA in the December edition of Rough Notes!
Account Manager|Charleston, SC
Stefanie has been in the insurance business since 2004 working with Independent Insurance agencies as well as a Managing General Agent and Broker. She has been a Processor, Assistant Underwriter and Personal Lines Agent. These positions have helped her gain the knowledge to understand the industry and how to assist others along the way. Involved with the International Association of Insurance Professionals, Stefanie has served as Vice President and President on the local level, as well as Secretary on the State Level. She has competed and won four “Confidence While Communicating” Public Speaking Competitions on the Local and State Levels. She is currently working towards her CISR designation. Education is important to Stefanie as she believes, “when you understand what you are doing, it makes what you do more enjoyable.”
Trainer|Coconut Creek, FL
Liz has 20 years of experience in various roles within the independent insurance industry. She got her start working for QQ Solutions using Evolution and Catalyst. As their first trainer, she developed procedures and documentation which are still utilized as best practices today!
Agency Process Specialist | Camano Island, WA
A CIC and a licensed P&C agent with 35+ years in the insurance industry, Kathleen started at insurance companies rating Property & Casualty and moved to the agency side in 1980. She worked as an Account Manager in small-town agencies and in national corporate agencies managing large Commercial books. During her career, she developed a unique expertise in blending staff and operations during mergers between large and small agencies. Due to her broad and deep skillset in the agency side, she became a Quality Control auditor at Brown & Brown. From there became the Commercial Lines Director at a regional independent insurance agency. She is highly proficient at introducing, implementing, and training new policies and procedures and used those skills to convert her agency from AFW to AMS360 online and then later onto an in-house platform. Kathleen committed helping clients deliver results through quality data, reliable reports, and efficient, productive procedures that leverage technology and best practices.
Account Manager | Seattle, WA
Growing up, Jessica’s love for helping others inspired her to one day become a teacher until she discovered the joy of serving in the insurance industry as an intern and then Account Manager for a large independent broker and agency. Now, as an Insurance Specialist and Trainer for Angela Adams Consulting, she is able to combine her desire to share knowledge with others with her passion for the insurance industry. Better known as “Jedi Jessica” to her clients, she manages the accounts for several agencies with efficiency, accuracy, and professionalism that demonstrates her value daily. Professional, efficient, trustworthy, and relatable are characteristics that allow her to develop lasting relationships with clients and impart valuable skills to others.
Consultant | Brier, Washington
A baseball fan, Dan’s competitive nature lends itself to his passion for helping agencies differentiate from their competition. He works with agencies to leverage software, best practices, and effective procedures to realize their fullest potential. He is a licensed agent whose previous experience includes working with brokers and several companies including New York Life, UnitedHealthcare, and Aetna. He honed his agency automation software implementation and training skills at Vertafore and is now one of the most well-rounded, experienced trainers available in our industry. Dan brings a unique, wide-spectrum approach to implementing and streamlining agency management systems such as AMS360, BenefitPoint, and SalesTrack.
Consultant| South Beach, Oregon
Since 1998, Kevin has spent his time building and supporting the technology infrastructure of independent insurance agencies. He is enthusiastic about the many benefits technology has in improving the overall quality of customer service and employee morale. Kevin specializes in ensuring agency employees are able to obtain, and rely on, the data needed for their jobs, and being able to use all of their software features including download, product integration, workflows, form letters, and proposals. He’s well versed in the software agencies use and understands how third-party providers can integrate with primary systems for customization or increased performance. Kevin has been a NetVU speaker and board member for many years. He is active in the AMS360 and WorkSmart PM&E groups where he has particular expertise.
Trainer | Lynnwood, WA
Former Vertafore Trainer and Support Analyst, Kimberly, strives to transform agencies to their fullest potential through training and skill development. Well-versed in the many software automation solutions for agencies, Edwards is dedicated to making sure employees are using the tools to work as efficiently as possible while providing excellent service to agency customers.
Advisor|Alabama
Renee has over 25 years of experience in the insurance industry. Her agency experience includes agency operations, system implementation/administration, staff training, and commercial lines/personal lines management. Renee is passionate about working with the unique variety of agencies in our industry and helping them solve challenges with creative and out-of-the-box solutions. She works with agencies of many sizes to develop customized solutions to reach agency goals of increased profitability and efficiency. She has been a regular speaker at the NetVu National Conference and NetVu Chapter meetings nationwide.
Account Manager | Anaheim, CA
Account Manager | Jacksonville, FL
Lesa has over 35 years of experience in the insurance industry and over 25 years experience in agencies and agency accounting. Lesa has been an Accounting Manager, a Commercial Lines Underwriter, a Commercial Lines CSR, an Agency Manager, and a Product Instructor for Applied Systems. Lesa has worked with various Vertafore products since the 1980s and has held a Florida P&C Agent’s license since 1992.
Account Manager | Charleston, SC
Account Manager | Cleveland, GA
Penny has been in insurance industry for 14 years. She has worked as the front office manager as well as a sub-agent assisting customers. The last 11 years, Penny has worked with Angela Adams Consulting Services. She began first as a processor and currently as an account manager. Penny is able to assist clients with vendor and company payables, agency receivables, bank reconciliations as well as numerous other agency accounting functions.
Account Manager | Diana, TX
Melissa has worked in insurance for since 1989 spending time in three different independent insurance agencies. She has worked in various departments, starting in personal and commercial lines, and then moving to HR, payroll & accounting. Melissa has enjoyed working in independent insurance agency accounting since 2002.
Account Manager | Hayden, ID
Judy Chandler has 26 years of experience in Insurance accounting and full charge bookkeeping. She has earned her degree in Accounting and Business. Judy worked for a California agency for 8 years after graduating college, and advanced to Assistant to the CFO. Judy’s experience also includes working as the sole accounting person for 4 divisions in an Idaho Agency after relocating to the NW. She has been an Angela Adams Consulting’s Account Manager since 2011.
She enjoys camping, hunting, fishing and reading.
Account Manager | McDonough, GA
Bridgett began her career in 1977 where she spent 8 years on the insurance company side in rating and underwriting. She was on the Independent Agency side of the business for 22 years. She was an Assistant Vice President to a regional agency for 9 years where she managed the day-to-day service of large commercial accounts. Her experience includes Commercial Lines account management, marketing, agency accounting and systems administrator. She has been an Associate at Angela Adams Consulting since 2004.
New Client Advisor | Chattanooga, TN
Debbie started her insurance career in 1978 at Blue Cross/Blue Shield in Chattanooga, Tn. She processed claims until 1979 and then became a trainer for new employees. Debbie began agency work in 1984 where she held positions from assistant bookkeeper to operations manager and system administrator. In 1995, she assisted her agency in moving from AMS/ARC’s accounting batch system to Aetna’s Gemini System to AFW. Debbie has 13 years experience with AMS360, specializing in accounting.
Account Manager | Charleston, SC
Ashley has 10 years of Insurance experience. She has her SC Producers License and a CISR designation. Ashley started out her career working with a Charleston MGA where she was an Assistant Underwriter. After several years, she decided to move into Account Management. Ashley comes to us from HUB International Southeast where she was a commercial lines Account Manager. She is from Charleston, SC and graduated from the College of Charleston with a degree in Corporate Communications.
Consulting Coordinator | North Charleston, SC
Robin earned her Bachelors of Science Degree in Mathematics from The College of Charleston and is scheduled to complete her Masters in Project Management from The Citadel in 2018. She has been working in the insurance industry for over 25 years, attained AIAM and CISR designations, and has held positions in software programming, IT management, and operations management. She has insurance systems experience with Insurnet, Policy Management Systems, Applied TAM and Epic, AMS AfW Online and Sagitta. She was a founding member of the SC Insurnet Users Group and a member of the PaperWise Users Group National Advisory Committee.
Most recently, Robin oversaw agency operations for HUB International Southeast in SC and NC focusing on agency acquisition and system migrations, compliance, client services, accounting, procurement, facility management, and business continuity planning.
Trainer | Atlanta, GA
Louvenia started her career at Safeco Insurance Company in 1975 as a policy processor. and went on to become one of Safeco’s first Agency Automation Coordinators, helping develop Safeco Atlanta Division’s automation department. She became well versed in agency automation from point of sale through conversion, installation, live training and ongoing support. Later, she accepted a position with Cisgem Technologies, where she worked with the system that later became Sagitta. After AMS acquired Cisgem, she extended her software knowledge to include AfW and AMS360. Her vast knowledge of insurance agency software platforms and their functionality, and her adept and personalized training skills have made her an in-demand trainer, well-known for putting users at ease while maximizing their confidence and ultimately their ability to perform their jobs well.
Trainer | New Boston, Texas
Her passion for the independent insurance agency started in 2001. Experiencing agency life in all aspects of agency operations from bookkeeping, to IT, to directing marketing and employee benefits, she truly found her passion in transforming her agency through software conversions and training/coaching employees. She is excited about the possibilities of increased efficiency by marrying smart agency processes with AMS360, BenefitPoint, and thoughtful improvement plan execution. She is looking forward to transforming agency clients with her variety of software/operational and real-life experience, creative approach to problem-solving, and enthusiasm for seeing others achieve success.
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Advisor | Dike, TX
Margaret began her insurance career in 1978 as a policy typist at an Independent Insurance Agency. Since this time she has been involved in all aspects of the agency including Personal Lines Account Manager and System Administrator. Margaret worked in Agency Management and when the agency was purchased by a local bank in 2004, Margaret took on the role of Operations Manager of three agency locations. This position included HR, policies and procedures, compliance and training. In addition to the role of IT / System Administrator, Margaret has been involved in the implementation of several AMS system and hardware upgrades. Margaret served on several Company committees, was an active member in the Red River Users Group and a member of the AMS360 NetVU Education Committee.
Consultant | Cleveland, OH
She is an accomplished client manager/account executive with over 30 years of industry experience in various capacities including managing middle market to large national accounts. Her management experience includes overseeing a large commercial lines staff at a middle market agency. She was a successful Quality Control Manager for an Assurex E & O Program creating a 100% automated and highly efficient renewal checklist to all personal lines and small commercial clients resulting in a significantly reduced E & O exposure for the agency. Over the last 10 years, she has been project lead involved in several agency migrations and conversions. She is conversant with AMS360, PLATFORM, WORKSMART/IMAGE RIGHT, BENEFIT POINT and the integration between the systems. She has been a member of NetVu for over 10 years, attending National Conference and some power user groups. Her key to success is her thorough knowledge of the system and what it can do for you in cutting cost and improving efficiencies as well as employee satisfaction.
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Processing Manager | Piedmont, SC
Katy has worked in the insurance field since 2007. She has served as an Accounting Specialist and Accounting Manager and has worked with Applied, AMS and InStar platforms. Katy was responsible for all aspects of agency accounting including receipts, deposits, invoicing, producer payables, vendor and company payables, as well as financial analysis of accounting reports, functions and procedures. She also provided management with monthly financial reports and performed month-end and year-end. Aside from her duties as account manager, she also was responsible for human resources duties including employee benefits, training and payroll preparation. Katy is now working with AMS360 and is pleased that Vertafore offers very accounting-friendly functions. Katy earned her B.S. in Accounting from the University of Tennessee, Knoxville and completed some Master’s program coursework for Teaching at East Tennessee State University.
Accounting Manager | Panama City, FL
John graduated from Florida State University in 1996, with a BS degree in Accounting. He began his insurance career in 2002 working as the accounting/operations manager of a mid-size agency in Florida. The agency was on the AFW system for his first 4 years before converting to AMS360. John’s experienced in all daily functions of the accounting department , handling HR issues, and solving problems that arise in the daily operations of the agency. John currently has a 2-20 general lines agents license in Florida.
Accounting Manager | Charleston, SC
Processing Manager | Farnham, VA
Kristy began her career in 2001 in a independent insurance agency. She then came on board with Angela Adams Consulting in 2014 as a Direct Bill Team Leader and specializes in Direct Bill Processing.
Processing Manager |
Processing Manager | Glenwood, AL
Cary began her career in 2005 in an independent insurance agency. She has been with Angela Adams Consulting since 2006, where she specializes in Direct Bill processing and procedures in AMS360 and BenefitPoint, as well as downloads. While currently serving as a Processor Manager, she also has experience as an Account Manager and Processor.
Accounting Department Coordinator |
Director of Accounting | North Charleston, SC
Tammy received her M.B.A. in Finance from Pennsylvania State University and has over 20 years of experience in various accounting, operational, and finance roles. Her corporate background includes working with companies to improve operational efficiencies, increase financial results, and assess merger and acquisition opportunities.
Accounting Manager | Arlington, WA
Carleen has worked in accounting for many years in multiple capacities from a staff accountant in a midsize, multiple office CPA Firm, to fortune 500 companies, to the small farmer and everything in between. She has extensive experience with corporate taxes, personal taxes, gift tax reports, personal property taxes, federal and state payroll taxes, business and occupational taxes, federal and state audits, payroll for up to 150+ in multiple states, payroll taxes, financial statements, general ledger reviews and full charge bookkeeping. Prior to joining Angela Adams Consulting, she was an Accounting Support Analysis with Vertafore in the Bothell office and before that was an accounting support representative for them.
Impressions Coordinator |
Marketing & Administration Manager | North Charleston, SC
CSR Coordinator & Concept Implementation | North Charleston, SC
Insurance Specialist | Greenville, SC
Megan joined Angela Adams Consulting bringing over 6 years of independent agency experience. She began working in Marketing and Prospecting in 2011, then moved into Group Life & Health and servicing Commercial Lines at the same agency. In 2016, Megan moved to another independent agency working as a Producer and Account Manager for both Commercial and Personal Lines. She graduated with her B.A. Psychology in December 2014.
| North Charleston, SC
Consultant | Fort Pierce, FL
Tammy has been in the insurance business since 1990, spending most of that time in the Accounting field, and also in Systems & Operations Management. She received the AAI designation in 1999. She was instrumental in forming the Sunshine State AMS Users’ Group and previously served as President. Tammy has been active in National Conference AfW/AMS 360 Education, where she served on the committee as Co-Chair as well as being a presenter at National Conference for the past several years. In 2005 Tammy was awarded the Presidential Citation from the AMS National Users’ Group.
Consultant | Ramseur, NC
Stephanie has over 23 years of experience in the insurance industry. She has bachelor’s degrees in finance and economics, and in information technology. She began her career at Brown & Brown Insurance in 1991 gaining experience in all aspects of agency operations. During her time at Brown & Brown she completed two computer conversions – one of which was to Sagitta. During her career with Vertafore, she gained additional expertise in Sagitta, Worksmart, and the entire Vertafore product suite. She worked with large-scale agencies up to 2,000 users, assisting them with conversions, implementations, and migrations. Stephanie has a combined background in agency operations and software that can assist all types of agencies from the start-up, the growing, and the mature. She focuses beyond the software, placing her emphasis on being a true strategic partner. Stephanie is rated by attendees as a Top Speaker at NetVu for many years!
Consultant | Seattle, WA
Angela is a popular speaker at NetVU conferences whether it be a local Chapter meeting, virtual webex session or National Conference. This is due to her experience with the Insurance Industry and passion for Insurance Agency Professionals. Angela has been in the Insurance Industry since 1980. She has held various positions with Carriers including System Interaction Specialist, Personal Lines Underwriter, Commercial Lines Underwriter. In 1992 Angela became a Licensed Property & Casualty agent for a large Brokerage firm in the Washington area specializing in Financial Products before joining Vertafore in 1996. While at Vertafore Angela Painter worked primarily in Development as a Senior Business Analyst and Product Manager on AfW and the AMS360 product since its inception. As the AMS360 Product Manager Angela worked closely with Agencies, Sales, Support, Implementation, Training and Development Teams to analyze, research, prioritize, design, and implement features within the AMS360 system.
Consultant | Greenville, SC
Jeff has been in the Independent Insurance Agency industry since 1987, and maintains his P&C license in South Carolina. Graduating from Colorado State University with a Finance/Accounting degree, he started his career as a commercial lines underwriter with St Paul Insurance company in Atlanta, GA. He then spent 8 years as a trainer and consultant with Insurnet, an insurance agency software vendor. In 1996, he joined an agency in Spartanburg, SC as the Operations Director, transitioning the agency from Insurnet to AFW to AMS360 during 15 years at the Agency. He has also served as President of the South Carolina AMS Users Group for 9 years.
Consultant | Beaufort, NC
Missy started her insurance career in 1999 as the operations manager for an independent agency with one office that quickly expanded into six offices in three states. With an initial focus on accounting, financial analysis, technology, and office management, over the years she expanded into customer service and marketing management, strategic planning and workflow improvement. Missy has experience with several insurance software programs including Sagitta, AFW, AMS 360, PL Rating, CRQ, and BenefitPoint. Missy received her Green Belt certification from NC State for Lean Six Sigma and is an active member of the MidAtlantic NetVU users group in North Carolina.