Hiring & Staffing Tools


​Windridge Consulting - Lindsay Colitses
206-533-9700 
Lindsay@WindridgeConsulting.com 

http://www.windridgeconsulting.com/

Candidate/Employee Assessments, Coaching & Employee Development, Professional Development and much more.

Websites/Agency Apps


Forge3, Ltd

Forge3.com/


ActiveAgency is the highest-rated, fastest-growing insurance agency website platform in the industry. Look amazing, get found, sell more, and service better with Clickable Coverage, Hello Producer, Video Proposals, and so much more. Learn more at forge3.com.

Virtual Assistants


eDesk - Raghu Pokala 

805-501-8151  Raghu@eDesk.Solutions 

eDesk.IO


Full service virtual assistants versed on several management systems.

IT/Computers


Kite Technology Group - Sue Griefer

410-356-3113   Sue@KiteTechGroup.com

https://www.kitetechgroup.com/insuranc


Kite Tech provides Comprehensive Care Managed IT Services. Kite supports more than 3000 agency users nationally, and utilizing their expertise in agency operations, helps their clients leverage technology to improve  performance, security and compliance.  



Archway Computer - Brad Rueben

888-361-9995  Info@MyArchway.com


Southern California based with National Reach.   Knowledgeable about the needs of an agency.

Accounting Support


Jessica Anderson

909-810-9191   JessMAnderson@gmail.com  


Phoenix, AZ based.  Controller level skills and mindset.  Over 20 years in Insurance industry on agency level.   Daily accounting tasks to general ledger clean up.


Insurance Accounting Services, Inc - Susie Nicastro

805-285-0939   Susie_Nicastro@InsuranceAccountingServices.com   

www.InsuranceAccountingServices.com


​Southern California based.  Controller level skills and mindset.  Many years in Insurance industry on agency level.   Daily accounting tasks to general ledger clean-up & conversions.

Resources for Agencies

Sales Training


​Agency Performance Partners - ​Kelly Donahue-Piro
401-415-6205 Kelly@AgencyPerformancePartners.com
https://www.agencyperformancepartners.com/


​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.



​Adjunct Advisors - Meg McKeen

 meg@AdjunctAdvisors.com  

www.AdjunctAdvisors.com


With roots in both underwriting and sales, through Adjunct Advisors, Meg McKeen holds space, at the crossroads of personal and professional development, for individuals and groups of insurance salespeople as they grow their confidence - and sales - through private and small group coaching, in-person and virtual facilitated workshops, and the podcast, Bound & Determined.

Other Tools​​


AVYST -Kitty Ambers

877-204-0704, Option 2   Kitty@AVYST.com 

https://avyst.com/software-solution/


With AVYST's eForms Wizard, Agents/Producers enter information once and populate all subsequent forms, minimizing redundant entry and reducing the chance of errors.  eForms Wizard can work offline and integrates with a variety of other technology solutions. This ultimately affords seamless, secure transfer of data to any insurance trading partner.


ePayPolicy

512-745-4459 morgan@epay3.com 

epaypolicy.com


Insurance Payments Made Easy

Created by insurance experts for the insurance industry, ePayPolicy provides the simplest solution for insurance agents to collect credit card and ACH payments while being complaint and without reducing you revenue. Speed up receivables, bind policies faster, and provide an experience your clients will love.  Integration with AMS360.

ASSEMBLING THE BUILDING BLOCKS TO EFFICIENT WORKFLOWS