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Phone: 270-781-9086  |   E-mail: alisa@sutmanconsulting.com


Alisa D. Sutman, CIC
Bowling Green, Kentucky

MS Software Training

  • Outlook 2003 - 2007

  • Word 2003 - 2007

  • Excel 2003 - 2007

  • Windows Vista

Schedule

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Alisa D. Sutman offers many technological and productivity solutions with experience serving insurance agencies/brokerages in particular.

Services/Expertise

  • MS Outlook 2003 and 2007
  • MS Word 2003 and 2007
  • MS Excel 2003 and 2007
  • Windows Vista Orientation/Training
  • Disaster Recover Planning
  • Systems Analysis-shopping for which system fits your needs
  • Implementation and Transition for a paperless environment
  • Workflows for Personal and Commercial Lines departments
  • Assistance establishing and documenting agency-wide departmental procedures
  • Establish and implement system audits
  • Set up Form Letter templates
  • Prepare/analyze agency data for migration to new system
  • Set up Macros and Pivot Tables for Exported Reports in Excel
  • Employee Evaluations-performance and suitedness
  • Microsoft Open License evaluation, software evaluation, tracking, etc
  • Inexpensive Third-Party software for documenting online quotes/binding

AMS agencies converting or migrating to 360 or AfW, can contact AMS directly for pricing and/or requests for Alisa to provide the training: www.amsservices.com or
call 1-877-AMS-TRAIN.

Alisa is a licensed P&C Agent for Kentucky as well as a Certified Insurance Counselor and has over 10 years experience working for 3 very different agencies and has spent the last 7 years serving in management and training positions.

  • Workshop Leader at AMS User Group National Conferences 2005, 2006, 2007, and 2008.
  • AMS360 R&D Committee Member 2006, 2007
  • Operations Manager for Berryman Insurance Agency
  • Former Staff Field Trainer for AMS Services training AMS360 and AfW agencies
  • Systems Specialist for Keevily Spero Whitelaw, Inc. as a remote employee for over 3 years
  • Commercial Lines Servicing for Van Meter Ins Agency and Keevily Spero Whitelaw, Inc.

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