Saturday, March 08, 2014, 2:15
p.m. - 3:30 p.m.
- 5305-AMS360-Going Paperless Panel Discussion
Technical Level: 301 Target
Audience: ACCT, AM, OM
Time is money and so is paper. In
this session, you will learn proven tricks that have
helped other agencies go paperless and save time. This
panel will discuss best practices for a paperless office
to help you decide which processes and steps will help
your agency transition to paper free!
Saturday, March 08, 2014, 3:45 p.m. - 5:00 p.m.
5401-AMS360-Advanced Data Extraction
Technical Level: 301 Target
Audience: ACCT, AM
Data analysis is key to understanding your agency, your
customers, etc. In this advanced session, you will learn
how to get data out of AMS360 and extract it to another
program (Excel, Access, Web Services) Learn how to
effectively customize and manipulate the data for
greater functionality and analysis, and discover other
tools for retrieving data.
- Licensed Property &
Casualty Agent in KY
- Certified Insurance
- Certified Risk
- AMS Training - AMS360 Certified
- 12+ years experience
with Commercial Lines & Operations
Expert at preparing AfW agencies for migration to AMS360
and experienced with prep for other system conversions
Gifted at shaving clicks, steps and time off of
workflows in all departments.
developing and documenting procedures for every
department even to the point of including screen shots
for new hires as a “How-To” guide.
helping agencies plan and implement a paperless
environment so that staff can find documents stored
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
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.
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?
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!
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
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.