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Credentials:
- Licensed Property &
Casualty Agent in KY
- Certified Insurance
Counselor
- Certified Risk
Manager
- AMS Training - AMS360 Certified
Trainer
- 12+ years experience
with Commercial Lines & Operations
Services Offered:
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Basic & Advanced
AMS360 Training |
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System Conversions
Expert at preparing AfW agencies for migration to AMS360
and experienced with prep for other system conversions
Workflows/Efficiencies
Gifted at shaving clicks, steps and time off of
workflows in all departments.
Procedures
Experienced at
developing and documenting procedures for every
department even to the point of including screen shots
for new hires as a “How-To” guide.
Paperless Transitions
Experienced at
helping agencies plan and implement a paperless
environment so that staff can find documents stored
electronically instantaneously.
System
Audits
Any procedure or
workflow is nothing without having checks and balances
in place. System Audits are critical to the success of
any agency directive and key to consistency and
efficiency.
Form Letter Templates
Did you know
there are over 4,000 data mergefields in AMS360 and AfW
that you can customize for your own report/list? I
consider myself a master of this area of these AMS
agency management systems and good templates are one of
the keys to efficiency and E&O security.
Schedules/Proposals
The latest
version of AMS360 has finally made it easier to
customize the templates for Schedules and Proposals for
agencies…have you learned it and customized yours?
Marketing Campaigns
Expert at setting
up a campaign in AMS360 or AfW and ready to give ideas
for targeting the gold mine within your own
database-Customers with no umbrella, low limits of
liability, low deductibles, non-existent
coverage's….most are easy to target with letters,
reminders for phone calls…the sky is the limit!
Mergers &
Acquisitions
Experienced at
handling the fall-out of several poorly planned mergers
& acquisitions and therefore able to help you plan and
prepare for a smooth transition of bookkeeping and
system setups as well as many other external
considerations.
Disaster Recovery
Plans
With Katrina and
last year’s debilitating ice storm in Kentucky, many
agencies realize the need for a Disaster Recovery Plan.
As a Certified Risk Manager I can help you design even a
very basic plan in the event of any kind of hindrance to
your business. Many businesses in Kentucky last year
were without power for weeks and were unprepared to
continue their operations and even be in a position to
take claims for their customers. |
