Specifically for the Independent Insurance Agent
Independent insurance agents have long recognized the value of technology. Achieving the best return on the investment made in technology requires both education and a constant commitment to bettering workflow in order to leverage new technology.
Karen Simms has been in the insurance industry for 20 years as first as bookkeeper and office manager, and later as manager, trainer and independent consultant. to hundreds of independent agencies in both the MId-Atlantic region as well as throughout the United States.
This variety of experience gives Karen the inside track to assist your agency with its technology and workflow issues including:
Accounting
AfW
Agency management and operations
AMS360
Insurance database management
Insurance agency procedure and work flow
Planning & implementing the AMS360 migration
- accounting data entry/management
- a periodic review of accounting
Accounting assistance for agencies who have acquired other agencies or are planning an acquisition is also available!
Visit the Training and Seminars page for more information!
Start solving the puzzle of agency automation!
Visit our training and seminars page for a full list of available services and seminar/webinar dates. Contact us to schedule a personal consultation for your agency.
AMSUG National Convention Info
Once again this year, I will not be speaking at the National Convention. I have enjoyed meeting many of you there, and hope to return as a speaker in the future.
Over the past 8 years I've spoken on many topics at conference. Much of this documentation is available on the Freebies page--or feel free to email me. Check the Training and Seminars page for webinars on these and other topics.
