AMS360 Hero 2

My Approach

I approach each agency with a different attitude and thought, it’s all based on conversations with my contacts, usually the agency owner but often it goes way beyond that to department heads in all areas of the agency, PL, CL, Accounting, IT and more.

This prepares my client and myself to be on the same step, side by side.

My closing here:

We are all “independent” here, we would like to do things our way but sometimes we do need to follow some basics… but staying independent and efficient!!!

My Story

I started my insurance “life” as the third generation in our a small town (Woodstock Vermont) Independent Insurance Agency.

At 24 I had no knowledge of what I was getting into.. who does. My father had called me into the office, this might have been the first time any of us “kids” asked to stop at the office…. NOTE: as kids we were not allowed to disrupt “the office”… no kids… was his attitude… Well at 24 I guess I was not a kid any longer…

He asked me if I wanted to work in the office…. my previous work experiences included painting houses and 4 years as a Manager of a Kentucky Fried Chicken in West Palm Beach FL.  He gave me 24 hours to make up my mind… the rest of the story you now know…

I started with the bookkeeper as my father knew nothing about the finances and relied on Helen (who by the way was a peach!!).   Back then (the 1980’s) we were typing invoices with an IBM Selectric typewriter and 5 part carbon paper invoices.

The first of the “girls” was retiring – she had started with my Great Uncle after graduating from our local High School… only/approx 47 years… I went to my father and asked “Can I replace Francis with a computer?”… he almost fell over… we had just got fax machines and he could not figure out why someone would want a piece of paper that darn fast… the rest of that is also history!!!

After working for the family agency for 16 years I lost my father/business partner in an auto accident.  The next 4 or so years were tough.. after that, I merged the agency with a large agency outside of Boston and continued as a Manager of 2 Vermont locations, training AfW and other various software of/for the agency.  I gained so much knowledge in the transition… from 6 people to over 300 and 18 locations… wonderful!!

A bank purchased the agency and they decided to sell the VT offices to local Vermont agencies. I helped them both transition the AfW databases and I was out of a job… I moved to Florida (was my wife and my plans for many years) and very soon after I was asked if I wanted job training for AMS (now it’s Vertafore) on their new system – AMS360.  I thought I had died and gone to heaven!!! Again the rest you know.

I love what I do and love the people I work with which is a fulfilling feeling each and every day, e-mail, call or text.

I have many references if you don’t believe me ask I’ll send you plenty!!!

Contact me via e-mail with the link or call me

Please feel free to contact me with the Call To Action link with any questions  or inquiries

Here is my e-mail if the link doesn’t work

My phone is 941.504.9050 /SMS also Call to Action