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AMS360 Training: customized for you

Boost Your AMS360 Return On Investment
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Optimize Your AMS360 ROI Today!

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including an Assessment and Personalized Roadmap

AMS360 Training: Don’t Settle For Less

Are You Really Getting What You Need
from Your AMS360 & Vertafore Apps?

At PeopleInsure, we know that you feel the imperative to stay competitive and add agency value in today’s evolving market.

In order to do that you pay good money every month for AMS360 and other Vertafore products to make your agency as efficient and effective as possible.

The problem is that most agencies only reap a fraction of the benefits (ROI) that AMS360 and Vertafore products offer, because they are utilizing only 10%-50% of the power of these products.  You fear that you may be one of those agencies under utilizing this powerful resource … and you hate wasting that money.

We believe that you don’t have to settle for second best results … you can be a top performing agency with AMS360!

Yet, we understand how busy you are and that you don’t have the time to spend reinventing the wheel to get top performing results from AMS360.  Which is why we have created PeopleInsure, helping thousands of agents since 2001 accelerate their success with AMS360 by dramatically improving the performance of agency’s people, process and technology.

Unlike other training programs that only teach software features and functionality, leaving you on your own to figure out how to implement them in your agency workflows, at PeopleInsure we go the extra mile to teach you the best practices that the most successful agencies use to drive improved utilization into high-impact workflows that drive bottom line results.  And, we show you how to customize those to your specific agency’s needs.

Here’s how we do it.

1)  Sign up for the Free Consultation to assess your needs

2)  Complete the training and consulting recommended in your  customized Roadmap

3)  Enjoy the Return on Investment growth of your AMS360 and Vertafore products

 

Business Up To Speed

Optimize Your AMS360 ROI Today!

Get Your FREE Consultation
including an Assessment and Personalized Roadmap

Focus On What Matters Most

Personalized Solutions Focused to Achieve Your Goals

One size does not fit all! Our proprietary Scorecards assess your strengths and opportunities for improved results as they relate to achieving your goals.  The Scorecard assessments enable us to customize Roadmaps designed to focus on your unique needs to achieve your goals.

For example, recently we’ve been asked to deliver high-impact solutions to:

  • Unlock the power of AMS360 & Vertafore products by providing employees refresher and advanced  training to improve consistency and enhance effectiveness
  • Reduce the time to competency of new employees and agency acquisitions (onboarding)
  • Maximize AMS360 & technology utilization and enhance efficiencies by implementing best practices workflows
  • Enable better decision making with accurate financial and management reporting
  • Eliminate inaccurate & out-of-balance financials which result in lost time, money, fines, and goodwill by teaching best practices for AMS360 accounting and periodic reviews
  • Facilitate acquisition process, producing accurate and timely reporting required for acquisitions
successful manager

Accelerate Your Successes

Stop wasting
time & money
re-inventing the wheel

Why reinvent the wheel?

We understand that every independent agency is unique.  We also understand that agencies have many similarities.  So, we designed our proprietary XLurate methodology to:

Leverage What Works

Leverage the best practices used successfully by high-performing agencies to jump-start your success

Customize and Innovate

Customize and innovate, where appropriate, to achieve your unique competitive advantage

Accelerate Your Success

Accelerate your success to achieve your goals!

Accelerate Your Success

Get The Help You Need

For example, recently we’ve been asked to deliver high-impact solutions to:

  • Unlock the power of AMS360
    & Vertafore products by providing employees refresher and advanced  training to improve consistency and enhance effectiveness
  • Accelerate the time to competency of new employees and agency acquisitions (onboarding)
  • Maximize AMS360 Utilization & ROI
    & technology utilization and enhance efficiencies by implementing best practices workflows
  • Enable better decision making
    with accurate financial and management reporting
  • Eliminate inaccurate & out-of-balance financials
    which result in lost time, money, goodwill, and fines by teaching best practices for AMS360 accounting and periodic reviews
  • Facilitate acquisitions
    producing accurate and timely reporting required for acquisitions; smooth onboarding process; train new staff for success 

AMS360 & Vertafore Training

Unleash the power of AMS360 & Vertafore products to enable you to achieve your goals!

Agency Acquisitions

Get the deal done with timely and accurate data.  Onboard successfully with training & best practices!

Accounting & Reporting

Gain confidence that your  financials & reports are accurate, best practices are followed and decisions are based on good data.

Best practices workflows

Boost productivity, improve consistency,  save time & money, and become more effective now!

Scorecards & Roadmap

Agency Scorecards & Roadmaps 

Unlock the power of AMS360 to increase your Return on Investment! 

Agency scorecards assess the  knowledge of your staff and utilization of AMS360 & Vertafore products which result in a customized Roadmap to identify where & how you can improve your ROI.

Audience: Any agency wanting to improve productivity, effectiveness and ROI.

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Super-Charged CSR

Super Charged CSRs

Unlock the power of AMS360 to make service more efficient and effective! 

This series gives you the Essential and Intermediate skills to complete common daily tasks using AMS360 to drive greater productivity, improved service and return on investment.

Audience: Great for New Employees, Staff Refresher, New Staff from Acquisitions

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Best Practices Accelerate Your Success

Best Practices & Beyond ...

Unlock the power of AMS360 transform your agency, accelerating your success! 

This series accelerates your success by implementing best practices used by top performing agencies & then customizing further for your unique competitive advantage.

Audience: Managers of agencies that want to grow and/or maximize the agency's value.

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AMS360 Accounting

Accounting Soup-2-Nuts

Unlock the power of AMS360 to give you real-time financials! 

This series teaches you how to complete common agency accounting procedures in AMS360 to have accurate, up-to-date financials at your fingertips.

Audience: Great for new Controllers, Accountants and Bookkeepers, and those who manage them.

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Powerful Producers

Powerful Producers

Unlock the power of AMS360 & Vertafore tools to make Producers more productive!

This series empowers Producers to use the power of AMS360 and the other Vertafore modules to be more productive and to sell more.

Audience: Great for new and existing Producers, including those added through acquisitions

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Management Tools

Agency Management Power Tools

Unlock the power of AMS360 to make managing easier!

This series enables you to use the power of AMS360 & reports to know what is happening in your agency and make better informed decisions.

Great for agencies that have been using AMS360 for 6 months - 16 years.

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Acquisition Onboarding Success

Onboarding Acquisitions Success

Accelerate the success and ROI of aquisitions with state-of-the-art onboarding!

The success or failure of your acquition begins with the onboarding.  This customized process will set you apart, free up staff to focus on customers, and accelerate your higher ROI.

Audience: Great for agencies wanting the best ROI they can get from their aquisitions. 

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Unlock AMS360

AMS360 Management & Refresh

Unlock the power of AMS360 to improve efficiency !

This series guides you through re-examining your AMS360 setup choices to see if you are getting all the power from AMS360.  Includes how to manage this powerful tool to maximize your ROI. 

Great for Ops Managers & System Admin in agencies using AMS360 for 6 months - 16 years. 

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Add Value

Value Added Options

  • Other Vertafore Products: incl BenefitPoint, Platform, Worksmart, InsureLink, Rating, Reference Connect, Producer Plus, etc.
  • Customized Workflows, including Best Practices
  • Accounting Clean-up / Data Hygene
  • Sales & Marketing, incl online marketing
  • Advanced topics
  • Agency Unique Needs

Learn More

Accelerate Your Success

Make Our Expertise
Your Secret Weapon

For over 25 years we’ve been helping agents, brokerages and carriers accelerate their success by improving the performance of people, process and technology to the level required to achieve thier goals.

Since our participation in the Charter AMS360 Certified Trainer program in 2006, we have focused on helping agents leverage the power of AMS360 to be more successful.

 

We Love Answering Your Questions

Frequently Asked Questions

What Training Is Available?

Over 375 topics are available forAMS360 and Vertafore products. The most commonly requested are listed packages on the Training Topics page.

Don't see what you are looking for?  Just click the Ask Your Question link to the left to learn about the additional topics of interest to you.

How Do I Know if I need training on AMS360?

We can help!

Sign up for our Scorecards assess both your knowledge and utilization of the areas of AMS360 and/or other Vertafore products.

The areas where you score below the required level to achieve your goals are the areas where training is needed and/or beneficial.  We help you prioritize those areas and create a customized Roadmap for you.

What types of agencies do you work with?

For over 25 years we have helped agents of all types accelerate their successes by improving the performance of  people, processes and technology.

We have worked with agents of all types, inclucing small agents starting out, mid-size mature agencies all the way to large national agencies.  We have worked with both the  P&C and Benefits departments.

We have also worked with MGAs, brokerages and carriers.

 

How much does training cost?

Honestly ... it depends. 

  • What do you want to achieve? 
  • Where are your starting from? 
  • How fast do you want to get there?

You see, our training and consulting are designed to accelerate your success. As such, they are investments in your future.  The ROI is often in the ROI 2x - 10x's the cost of investment.

TRAINING

  • Generic AMS360 training starts as low as $29/pp/ps.
  • Customized training can range from $10-$150/pp/ps depending upon the amount of customization required and the number of participants. 
  • Contact us for group discounts. 877.772.4677

CONSULTING

  • Consulting ranges from $150-500/hour, depending upon the type of work (conversions, sytem refresh, workflow design, management consulting, sales coaching, etc) and scope agreed to in advance.
  • Contact us for a no obligation, free consultation 877.772.4677

    OTHER SERVICES

  • Other services such as coaching, assessing compliance with workflows and procedures, scorecards, etc will be quoted on an individual project basis.
  • Contact us for a no obligation, free consultation 877.772.4677
What is the difference between training and consulting?

Training:  How to  
Training is where we teach you how to do a defined function, process or workflow. 

A class on how to properly issue certificates in AMS360 is training.

Consulting: What, When, Where, Who, Why to
Consulting is where we guide and advise you on strategies and tactics to achieve your goals.  (what to do to achieve a specific result, inlcuding why, when, where  and who to do it)

Consulting includes a process of defining, advising/guiding, designing, implementing, managing, monitoring and adapting the stratigies and tactics required to acieve your goal.  Once what to do is defined, training is typically a part of the implementation.

For example, customizing and implementing best practices in your agency is consulting.  

We’d Love to Hear From You

Get In Touch

Contact us to: Schedule your Free Consultation to assess your needs,   customize and schedule your training, ask any question (there are no dumb questions) and/or to share with us what is on your mind.  We love hearing from agencies!

What's On Your Mind?

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Contact

Call Us

(877) 772-4677

Email Us

askpeopleinsure@peopleinsure.com

Write Us

1465 Woodbury Ave, Portsmouth NH 03801
1357 Plentiful Drive, Colorado Springs, CO 80921