This brochure from Angela Adams Consulting is for independent insurance agencies that use Applied Epic. It introduces the consulting team and describes services including database review, accounting report card, monthly accounting, system setups, training, and onsite consulting. The brochure also covers CSR support from licensed US-based account managers for renewals, endorsements, certificates,…
This brochure from Angela Adams Consulting is for independent insurance agencies that use Applied Epic. It introduces the consulting team including Mary Wageman, DeAnn Sheldon, and Michelle Manuel, and describes how they help agencies strengthen operations, improve visibility, and support their teams.
The brochure lists specific services: database review to examine structure, workflows, and data quality; accounting report card to assess financial workflows and reporting; monthly accounting support for bookkeeping, reconciliations, and commissions; system setups for configuration and cleanup; training and workflow support; and onsite consulting.
It also describes CSR support from licensed US-based account managers who handle renewals, endorsements, certificates, policy processing, and client conversations. The team can provide extra capacity during busy periods or staff transitions.
The database review section explains the process: review structure and setup, assess data quality, evaluate workflows and reporting visibility, then prioritize recommendations. The brochure emphasizes practical next steps and invites agencies to book a conversation.