Insurance Consulting

Work with seasoned insurance IT consultants to help improve your business and IT processes.

Insurance IT Management and Agency Consulting

Now more than ever, insurance agencies strive for increased profitability and efficiency, while at the same time, struggling to improve customer focus. Success in the digital world means positioning your business to use IT as a competitive resource, and then, aligning it to your business strategy.


Alexant offers seasoned Insurance Management and IT Consulting Services to independent insurance agencies looking to improve existing business and IT processes. With proven industry expertise, commitment and know how, we can get your business ahead of the curve—and keep you there.

Customized IT Management & Consulting Services for Independent Insurance Agencies

The Alexant Insurance IT Management and Consulting team works to advise insurance agencies on areas of technology planning, business process improvement, and general strategy involving technology, and operations development. Through tech support, project management, product implementation and process improvement, we build success one management system at a time.

Insurance IT Services & Training
  • Client Outcome Focused IT Strategy, Alignment & Process Improvement
  • Network and Server Engineering/Architecture
  • Exchange/O365/Active Directory
  • Field services Desktop Support
  • Project Management
  • Network Security
  • Deployment and Implementation
  • TAM and EPIC Workflows, Administration, Accounting
Management & Insurance Consulting (Remote or Onsite)
  • Accounting
  • Workflows by Department
  • Direct Bill Commission processing, Import Tool
  • Management & Retention Reports
  • Document Management Workflows
  • Excel Training
  • Communication Log by CSR Tool
  • Activity Note Macro

Over Five Decades of Seasoned Expertise in the Insurance Industry

As a senior consultant with over 30 years insurance and accounting expertise, Sue Good helps agencies better understand the role of data in delivering exceptional results. Formerly an agency comptroller, Sue’s proficiencies span accounting, HR, IT and data integrity, paving the way for agency owners to more efficiently manage and grow their business. Whether she’s taking agencies live on TAM and Epic, or streamlining front-end scanning workflows, Sue knows firsthand what works and what doesn’t in the insurance environment. An Applied Client Network Master Presenter, Sue takes insurance agencies to the next level digitally via Applied Net, local user group meetings and webinars.


Joi Ruther, Customer Applications Consultant with Alexant, has spent the past 25 years refining her skill set in the insurance industry. From administrative assistant to accounting liaison to department manager, Joi built the knowledge and skills necessary to help agencies use Applied Systems products to optimize their management system.


Assisting agencies on both TAM and Epic develop and document agency procedures and workflows, myTAM customization, and direct bill commission importing, Joi’s contribution to the Alexant Insurance Consulting team is unparalleled. With specialization in Individual Life and Health, Group Benefits, and Personal and Small Commercial Insurance, Joi also works to improve agency communication with customers and prospects, ensuring agencies provide cohesive and branded proposals, policy summaries, and form letters.

Maximize Your Business Capabilities Today with Smart Insurance IT Planning

Alexant’s leadership — at the forefront of the insurance industry — combines practical business and technical expertise to help address complex strategic and tactical issues. With a reputation that’s second to none, we manage a wide variety of insurance challenges, using proven methodologies and analytics to innovate, improve performance, reduce risk and achieve compliance.


It’s simple really. Solutions that streamline operations create improved service—and accelerate growth.


If you need to streamline your agency workflows from the ground up, or just need help in specific areas, let our consulting professionals work with you to accomplish your goals.

Could Your Agency Use Consulting?

Contact Us Today!