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Print a copy of each procedure to discuss with your staff or management team.   It’s easy to make notes and review options prior to creating your manual on Easy Insurance Procedures.

View sample discussion copy.  Create a sample manual.

Each step includes coaching compiled from our team experience of 100+ years working with and owning agencies. The coaching is designed to help you think through various options and key E&O considerations. Coaching also focuses on features commonly unused in AMS360 and how to integrate them into your procedures. Have questions? Ask A Coach for a quick response from an insurance professional.

Easy Insurance Procedures includes options based on our polling of agents across the country.  You select the choice which best suits your agency.  Need another choice? Just let us know. Personalize your manual by providing specific instructions and coaching to your staff.
At appropriate times you have the opportunity to include a step in regular compliance audits. Need help in creating an audit process? Optional coaching is available. Auditing your procedures allows you to compensate staff on individual performance. Performance-based compensation increases morale, consistency and profitability. This is impossible without clear, concise procedures and an established auditing schedule.

While making decisions, you may need to discuss a procedure further with management or staff.  Or, you might want to get the coach’s opinion and thoughts. Easy Insurance Procedures allows you to pause and save your manual. Your choices will be there when you return.
Document your procedure with a date stamp, and the person creating it, providing a complete revision history for E&O protection.  Include personalized instructions to your staff for each step. Easy Insurance Procedures sends your completed procedure in a PDF file. Open the PDF in Microsoft Word to further customize your manual.

Easy Insurance Procedures includes sample forms, letters and scripts. All documents are in Word format for simple editing to customize for your agency.
Your staff are your most important asset. Staff development tools include insurance training, customer service training, time management and more.

View Sample Class


E&O carriers have identified certain procedures proven to reduce claims. The E&O Self Audit allows management to easily review decisions to make certain these procedures are included in their manual. It is also a beneficial addition to the annual application for E&O coverage.
Check out Learn And Grow for upcoming classes offered through Easy Insurance Procedures and NetVU. Use Agent Forum to discuss procedures and AMS360 utilization with other agencies committed to profitability and consistency. Receive daily tips and ideas through Agency Coffee and Time With Ted.

000-017   000-080   000-089   000-104   000-105   000-106   070-461   100-101   100-105  , 100-105  , 101   101-400   102-400   1V0-601   1Y0-201   1Z0-051   1Z0-060   1Z0-061   1Z0-144   1z0-434   1Z0-803   1Z0-804   1z0-808   200-101   200-120   200-125  , 200-125  , 200-310   200-355   210-060   210-065   210-260   220-801   220-802   220-901   220-902   2V0-620   2V0-621   2V0-621D   300-070   300-075   300-101   300-115   300-135   3002   300-206   300-208   300-209   300-320   350-001   350-018   350-029   350-030   350-050   350-060   350-080   352-001   400-051   400-101   400-201   500-260   640-692   640-911   640-916   642-732   642-999   700-501   70-177   70-178   70-243   70-246   70-270   70-346   70-347   70-410   70-411   70-412   70-413   70-417   70-461   70-462   70-463   70-480   70-483   70-486   70-487   70-488   70-532   70-533   70-534   70-980   74-678   810-403   9A0-385   9L0-012   9L0-066   ADM-201   AWS-SYSOPS   C_TFIN52_66   c2010-652   c2010-657   CAP   CAS-002   CCA-500   CISM   CISSP   CRISC   EX200   EX300   HP0-S42   ICBB   ICGB   ITILFND   JK0-022   JN0-102   JN0-360   LX0-103   LX0-104   M70-101   MB2-704   MB2-707   MB5-705   MB6-703   N10-006   NS0-157   NSE4   OG0-091   OG0-093   PEGACPBA71V1   PMP   PR000041   SSCP   SY0-401   VCP550  

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