Insurance Consulting

Confidence

Are you confident the reports you get from your Agency management system are accurate? How about the business decisions you make based on that data?

Agency management systems can provide a wealth of information, but if the data is entered inconsistently or inaccurately, your management and business decisions will suffer. At Alexant Systems, our insurance consulting team can help you gain the confidence that your data is accurate, and the value of what the data means for you and your agency

Over Five Decades of Seasoned
Expertise in the Insurance Industry

Sue Good

Senior Consultant / Over 35 years in insurance

As a senior consultant with over 35 years of insurance and accounting experience, 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 effectively manage and grow their business.

Whether she’s helping agencies transition to Applied Epic, training staff on Applied TAM or Applied Epic, or cleaning up Accounting, Sue knows firsthand what works and what doesn’t work in the insurance agency environment. An Applied Client Network Master Presenter, Sue takes agencies to the next level via Applied Net, local user group meetings and webinars.

Schedule your free 30 minute consultation (limit one per agency)

Joi Ruther

Consultant / 25 years experience in insurance.

Joi 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 Applied TAM and Applied Epic 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 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.

Schedule your free 30 minute consultation (limit one per agency)

Engaging with us is simple

Discuss your needs, pain points, and future plans

Initial Conversation
Data Integrity Audit

Run reports from your management system to assess quality of current data

Provide results and recommendations based on Data Integrity Audit

Agency Data Overview
Workflow Development

Delve into Agency workflows/ processes to develop efficient solutions for all departments, including Accounting

Now confident in your agency processes and data integrity, we will be here to support your evolving agency needs as your agency grows.

On-Going Peace of Mind

Our Services

We Offer a Range of Insurance Consulting Services

  • Accounting Consulting

    Understand Insurance Accounting processes and effect on Financial Reports

  • Workflow Consulting

    Define, Document, Train & Audit: 4 steps to Effective & Efficient workflows

  • TAM to Epic Consulting

    The road from TAM to EPIC is not smooth. There are key questions to ask and pitfalls to avoid to have a successful transition.

  • Document Templates

    Customize integrated Proposals/Summary of Insurance/Word Templates

  • Staff Training

    Applied Epic, Applied TAM, Microsoft Office products

  • Report Configuration

    Get the information you need to run your business

Why Business Choose Us

Industry Knowledge
Industry Knowledge
Skilled Trainers & Consultants
Skilled Trainers & Consultants
Expert Insurance & Accounting Knowledge
Expert Insurance & Accounting Knowledge
Experience
Experience
Real Results
Real Results

What Clients are saying about us