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Alisa D. Sutman, CIC
Bowling Green, Kentucky
MS
Software Training
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Outlook 2003 - 2007
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Word
2003 - 2007
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Excel
2003 - 2007
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Windows Vista
Schedule
MAP
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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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