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!
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RMarshall@AngelaAdamsConsulting.com
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Central Accounting Team Lead| Hudson, NH
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Trainer | Dallas, GA
Mary Ann began her insurance career in 1984 as a data entry specialist for a nonstandard automobile insurance company. This led to many roles with various carriers and agencies including Underwriting, Personal Lines, Commercial Lines, Marketing, Systems Administration and Agency Management. Mary Ann’s long-term agency management position was influential in expanding a local agency to a region of five locations. She excels in multiple areas including IT/Systems Administration, hardware and software upgrades and new implementations of various Vertafore products, conversions, workflow development, and policy and procedures development and implementation. Mary Ann was an active member of the Georgia NetVu User’s Group serving in multiple capacities and her agency was the recipient of the Vertafore Award for Innovation.
Senior 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.
Senior Account Manager | Virgina
Trainer | Ankeny, Iowa
Joan started in the insurance industry shortly out of high school, working in small to mid-sized independent agencies. Her primary focus has been in the customer service areas of both the Personal and Commercial Lines departments. She also has experience in agency operations which includes developing procedures and workflow processes and assisting management in retrieving necessary information from agency management systems. The part of her job she has been most passionate about is the training of new employees and sharing new features and software releases with all agency employees.
Joan has led education sessions at various NetVU events, including the annual Accelerate conferences as well as the local NetVu chapter.
Trainer | Iowa City, IA
Shana has been in the insurance industry for 14 years. Shana is versatile in her experience and skills. Although she started as an agent, the perfect seat for her was in system administration and accounting. She enjoys the reconciliation process as well as other aspects of the bookkeeper role in an agency. Shana is passionate about finding the most efficient ways for agencies to use the resources they already have available to them, their management systems.
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Senior Solutions Consultant | Vertafore
Gail Berg, CIC, CPIW, LUTCF has over 35 years experience in the Insurance Industry. She has been a licensed property & casualty and life & health agent in Florida where she held roles in customer service, sales, IT and agency ownership within an independent agency setting. Gail joined Vertafore as a Field Sales Executive in 2007 and later transitioned to the Solution Consulting team. Her experience enables her to work with the Vertafore sales team and their agency clients to analyze their current situation as well as their future goals to determine how the Vertafore solutions can enable their success.
Presented by: Elizabeth Rodriguez
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 QQCatalyst.
Presented by: Elizabeth Rodriguez | Angela Adams Consulting
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.
Presented by: Elizabeth Rodriguez
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.
Presented by: Elizabeth Rodriguez | Angela Adams Consulting
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.
Presented by: Vince Valenzuela, Senior Solution Consultant | Vertafore
Learn about how Vertafore will transform the Insurance Distribution Channel by revolutionizing the client digital experience, modernizing the agency, and unlocking the power of data.
Presented by: Doug Mohr Vice President, Industry Relations & Partnerships | Vertafore
With the wave of InsurTech solutions hitting the market, it may be tough to determine what technology an independent agent can use to improve their operations and relationship with their customers. This presentation will review what is going on in the industry as a whole and drill into three areas of technology independent agents can leverage to gain a competitive advantage.
Presented by: Renee Marshall, Advisor | Angela Adams Consulting Services, Inc.
Many agencies think they are using Action Codes and Doc Types and yet still struggle to locate documents. In this session, you will learn how to reduce time spent searching for items and improve staff confidence in storing documents. We will review effective setups and how to implement codes to identify important documents saved in AMS360. We will also review how to setup your document downloads and discover best practices when processing document downloads that are not automatically matched.
Presented by: Joel Zwicker, Business Development Team Lead | Agency Revolution
You are wondering how to grow your agency’s social media following? Learn from a pro who has been in the insurance trenches, and who successfully boosted his agency’s social audience by more than 22000% in 60 days. Social media is a powerful tool that, when leveraged correctly, can communicate the heart and soul of your agency to prospects you want to convert to customers. Join Agency Revolution for an insightful talk about how to identify your agency’s unique values, and how to express that authentically in a social setting to grow your followers and your book of business.
Presented by: Brad Ruben, President | Archway Computers, Inc.
The days of purchasing new computers are over. Join Brad Rueben, President and Founder of Archway Computer, as he explains cutting-edge solutions that can lower your total IT spend while improving security and compliance.
Presented by: Justin Lair,Senior Business Development Manager | Agency Revolution
In today’s digital era, your website acts as your digital business card. Now that it’s launched, how can you tell if your website is working for you? And if it’s not, what levers can you pull to drive traffic that generates referrals and new leads for your agency? Join Agency Revolution, the leading website and digital marketing platform provider for insurance agents and brokers, for insights into the marketing tools you need to drive traffic to your website. And then, go a step further to learn how to properly use Google Analytics to understand your traffic and audience and make strategic marketing decisions for your business based on that analysis.
Presented by: Brad Ruben, President | Archway Computer, Inc.
Ransomware is six times bigger than all Narco-Trafficking. Brad Rueben, President and Founder of Archway Computer, will outline the steps you need to take now to avoid becoming a victim. Brad will discuss disaster recovery plans as they relate to online threats and how you can help protect and educate your insureds from cyber-attacks too.
Presented by: Renee Marshall, Advisory | Angela Adams Consulting Services, Inc.
If all you are doing is running an Expiration list for renewals, then you are missing key opportunities and perhaps not servicing your clients as efficiently or effectively as you could be. Paper reports do not track the status or stage of a renewal. Learn why automating and using the My Agency Home, can move your team and allow management to track renewals accurately. Learn how automating and using an electronic renewal tool can Benefit your team
Presented by: Tammy Wickard, Advisor | Angela Adams Consulting Services, Inc.
Most Agency owners spend a lot of time studying their Income Statement but do not understand their Balance Sheet or how to customize and export useful information from your AMS system. The Balance Sheet highlights the financial condition of a company and is reviewed by Insurance Carriers and Banks when making decisions about your agency. In this session, we will review where to look to understand the financial health of your agency by accessing a user-friendly interface. We will review My Agency Reports and show you the importance of templates that provide the ability to tailor and store reports to meet your needs. We’ll demonstrate selecting your data, sorting, filtering, and summary views. Join us as we explore reporting options to manage your agency’s growth, profitability, and producer activity.
Presented By: Angela Adams, President | Angela Adams Consulting Services, Inc.
Your clients expect to have online access to their policy information 24/7 and they want the flexibility to access it from mobile devices too. Via your agency’s Client Portal, you can offer your insureds secure access to policies, auto ID cards, and other documents depending on the permissions you set as well as an easy way to request changes and submit claims; but it is not as easy as the flip of a switch. In this session, we will walk you through how to customize your agency’s Client Portal so that you can provide a unique and on-brand experience for your insureds. Learn the critical steps in preparing your database so clients access accurate information, thus creating a unique and functional customer experience.
Vice President, Industry Relations & Partnerships | Vertafore
Focused on keeping Vertafore engaged with key trends and industry players like the Big I, PIA, ACORD and IASA, Doug builds technology partnerships with vendors that leverage Vertafore’s open ecosystem to provide value-added solutions to better serve our joint customers. Prior to his current role, Doug spent 8 years as Vertafore’s VP Solution Consulting, on the front lines of solving customers’ complex problems with Vertafore’s innovative solutions. Doug currently sits on the board of directors for InVEST and ID Federation.
Before joining Vertafore, Doug’s spent 3 years as Mid-Market Solutions Director for SAP and worked in the logistics and supply chain industry in pre-sales and product management roles with ClearOrbit, Essentus (now Genesta) and JBA International.
He earned a BS in Information & Computer Science at University of California, Irvine.
Vertafore Road Map
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President, Founder | Archway Computer
Brad is the founder and President of Archway Computer. He has over 30 years of experience in the field of insurance computer technology, and has remained a strong proponent of its ultimate potential since his roots building and selling customized machines for insurance agents as a student at UCLA in 1985, the dawn of the modern computing age. After developing his company Pacific NetCom into one of the leading service providers in Southern California, Brad founded Archway in 2009 after identifying a fundamental flaw in the standard approach to IT services in that potential issues were allowed to manifest themselves within the system before being addressed. He implemented a new strategy centered on preventive maintenance known as Managed Services, and continues to focus his work with Archway on providing stability and security solutions as well as other tangible benefits in IT to his nationwide clientele of insurance agents.
Business Development Team Lead | Agency Revolution
Joel is currently a Business Development Manager and Team Lead with Agency Revolution. Prior to joining Agency Revolution, he was a client for nearly a decade during his tenure as Director of Communications & Marketing for a large insurance agency. In that role, he personally opened five branch locations from scratch and helped support their rapid growth using a combination of marketing automation, social media and more traditional marketing tactics. In 2010, along with a few members of his team, Joel he launched a social media campaign that went viral and skyrocketed the agency to the most ‘Liked’ Insurance Agency on Facebook.
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.
President | Charleston, SC
Angela has 30 years of experience working in all aspects of insurance agencies. Starting in agency accounting in 1985, Angela has worked as an Agency Owner, Chief Financial Officer, and Commercial and Marketing Manager. With 19 years of insurance agency consulting experience under her belt, Angela has also been a regular speaker at the AMS National Users’ Group Conferences and teaches local AMS Users’ Groups throughout the country.
Senior Business Development Manager | Agency Revolution
Justin Lair has been Agency Revolution’s Business Development Manager since 2018. In his role, he is responsible for identifying new business opportunities for the company, specifically overseeing the development of Agency Revolution’s enterprise-level business to better serve large-scale independent agency networks or associations.
Before joining Agency Revolution, Justin spent three years as a licensed personal banker for Wells Fargo, selling insurance policies and a range of financial services. Prior to the banking industry, he got his start in insurance sales building a book of business as an agent with Century Insurance Group. Justin’s deep insurance industry experience and background as an agent prepares him well to deliver solutions that meet the specific needs of the independent agent and brokerage.
Justin resides in Bend, Oregon where he enjoys mountain biking and spending quality time with his family and dog.
Account Manager | Louisiana
Amber began her insurance career in 2004 starting in Life Insurance then transitioning into Property and Casualty in 2008. Her ‘from the ground up’ experience in a local independent agency granted her valuable experience as a Processor, an Account Manager, and a Marketing Specialist. Then, Amber joined a Nationwide brokerage firm as an Associate Underwriter in 2017. Amber enjoys the servicing side of insurance, building relationships with agencies and insured’s alike, which is apparent to all who have the pleasure of working with her.
Trainer | Perry, New York
Kim has over 20 years of insurance agency experience, including business development, operations, client relations, and team management. Her expertise is in Commercial Lines although she holds licenses in Life & Health as well as Property & Casualty. Kim has a proven track record working with all levels of insurance professionals to ensure exceptional customer service and protection utilizing various systems such as AMS360, Sagitta, WorkSmart/ImageRight, and Reference Connect. She thrives on building business, motivating teams, improving development, and training staff.
Junior Account Manager | Mississippi
Account Manager|Ozark, Missouri
Mary began her career in insurance agency accounting in 2006. Since 2008, Mary has worked and managed accounting processes in independent insurance agencies.
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!
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| 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.
Account Manager | Anaheim, CA
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 | 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.
Account Manager |
Account Manager |
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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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 |
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.
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