I provide AMS360 training, system reviews as well as offer services to keep your agency up to date and functioning at maximum performance. My fees are usually a fraction the cost of having a full time in-house staff person AND you will have the advantage to access a knowledgeable trainer that you and your staff can rely on to answer questions quickly and accurately.
I can, and do, provide multiple ways to function with-in AMS360. Why you ask… because we are all Independent Agents and we want to do things OUR OWN Independent Agency way.
PRIME AGENCIES TAKE NOTE!!!
If you are a Prime Agency and wonder about going to AMS360 but want alternatives you might want to check out HawkSoft as an economical alternative. Ask me for a demo!!! HawkSoft@HazenEnterprisesInc.com
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Here is a Partial List of Reviewed Items
- System setups in which I review Bank Security Settings, Security Group Setup (for Employee access areas), DOC360 Secure attachments, etc.
- Security Group Setup
- Make sure your employees see what you expect them to
- Employee setup ~ Global Personnel Changes for x-employees
- Company setup
- Commissions set up correctly for each “Writing Company”
- Download ~ working and processed correctly and efficiently
- Form Letters / Word ProcessingActivity /Suspense
- Add / Edit / Inactivate
- Letter Library Review
- Summaries and Proposals
- Marketing/Sales Centers
- Import Lead Lists to solicit New Business
- Import a Customer List or Acquired Agency Client List
- Sort your customer base for marketing different lines of business
Employee Setups, Training and Review
- AMS360 screen easy uncomplicated screen navigation
- NextGen vs Classic
- Policy processing ~ New Business, Renewal, Re-marketing existing business
- Endorsement Processing ~ get ideas on multiple ways to process quickly and efficiently
- Daily Processing and Management Tools DOC360 (paperless, Green agency considerations and procedures)
- Alert Setup
- My Renewal List (Department heads take note)
- My Reports
- Personal and Commercial Lines work flows
- Submissions / Marketing work flow
- Certificates /Binders / EPIs
- Shortcuts, moving quickly in the processing flow (less clicks = more processing)
And the list goes on…..
Most all my work comes from happy customer referrals… keep me in mind and see what others have said about my services. BTW: I am sure that any of these people will be more than happy to talk about their experience(s).
Comments and Remarks from Larry’s customers
With great concern but anticipation we began our live training on 2-18-2008. To our surprise, a very bubbly energetic trainer, Larry Hazen, entered and cast a level of enthusiasm on which the entire staff was able to feed. What could have been a rather complicated system was made easier due to the energy that was portrayed. Every aspect of the system was explained and demonstrated, but the key was the “out of the box” concepts in nearly every area as we set up the system to work in/for our agency. I have had 4 different systems in the last 39 years, and this training session was, by far, the most enjoyable and diversified as Larry stayed late every evening to explore different procedures, within the systems capability, that might better fit our agency needs. We were truly fortunate to be assigned to Larry Hazen for training on AMS360.Jim Keitz President Associated Insurance Agents, Inc.