Assembling the building blocks to efficient workflows
Southern California based. Controller level skills and mindset. Over 15 years in Insurance industry on agency level. Daily accounting tasks to general ledger clean up.
Southern California based. Controller level skills and mindset. Many years in Insurance industry on agency level. Daily accounting tasks to general ledger clean up.
Resources for Agencies
Insurance Agency Automation Associates
LinchPin ITGrant Hester
Southern California based. Very knowledgable about AMS360 and the needs of an agency.
Archway Computer Brad Rueben
Southern California based with National Reach. Very knowledgable about the needs of an agency.
Windridge Consulting Lindsay Colitses
Candidate/Employee Assessments, Coaching & Employee Development, Professional Development and much more.
ProTraC Tim Tracey
855-438-2872 Ext #706 Tim@AtracServices.com
ProTraC is cross-selling and data collection application that integrates with your AMS360 management system to get the full value of every conversation for account rounding and data collection.
Agency Performance Partners Kelly Donahue-Piro
With a 5 step Performance Process, you can grow these areas of your insurance agency: Culture, Management & Leadership, Team Development, Modern Marketing Plans, Sales Performance, Service Strategy, Agency Infrastructure.