Simms Consulting, Inc.

Specifically for the Independent Insurance Agent

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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:
      Agency management and operations
      Insurance database management
      Insurance agency procedure and work flow
      Planning & implementing the AMS360 migration

Now Available:  Accounting assistance for your agency including outsourcing either or both of these accounting functions:
  1. accounting data entry/management
  2. 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 9 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.

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