Here is some information on the Services I preform for AMS360 agencies. If you have a specific question or situation you want to know more about or if I can perform this task please feel free to ask. FYI: If I do not know I have many contacts that I can run your situation by and if they can help you I will forward them to you.

1. Services of Hazen Enterprises, Inc.
2013
Wish to fine-tune the system, yourself or the staff?
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AMS360 Training and Consulting Services for current or impending agencies
My services are available for agencies currently on AMS360, agencies migrating from AfW, PRIME, other agency
management systems or starting from scratch. Do you need/want a helping hand? Someone to bounce ideas off?
Have a specific question or issue??? Ask me. I have experience from the agency side of the equation, trained by
Vertafore and hundreds agency staff trainings to help provide you guidance.
Looking to buy or merge a book of business or another agency? How about opening your marketing to a niche
market that you are an expert in?
• We can merge and import customer lists into your agency system for a quick and easy view of client
information and marketing.
History/Bio of Larry Hazen
Larry has been in the Insurance Industry for over 30 years, 28 years as an agent/owner (3rd generation in his family
agency) and in-house trainer (Allied American Insurance Agency), 7 years with AMS/Vertafore and 5 years as an
independent consultant.
As mentioned, Larry was a Certified AMS360 Contract Trainer for 7 years and continues to keep up with all the changes
that AMS360 is putting on your desktop. You may have seen his name via the New England AMS Users Group
(http://neamsug.org/) for which he is very active and currently serves as the group Secretary.
Services Provided
Training of Account Reps, Sales People and Management on "regular daily processes". It is important to a new agency, or
new employee, to train on a regular and timely basis. Agencies should budget for ongoing training, coaching and system
updates to keep employees up-to-date and efficient for daily processing.
On-site agency visits
HANDS ON!!! The best way to learn is an on-site agency visit. One on one, or one with a team/department.
Web-based sessions
Web-based training is also an option and especially applicable for those little tune-up items that you just get stuck on.
Larry Hazen ~ 941.504.9050 ~ Larry@HazenEnterprisesInc.com ~ www.HazenEnterprisesInc.com

2. Services of Hazen Enterprises, Inc.
2013
Want an AMS360 System Tech without a huge expense?
My services provide a review to keep your agency up to date at a fraction of the cost of having a full time in-house staff
person, as well as having access to a knowledgeable trainer for your staff questions.
Sample/Partial List of General Review items
System Review
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System setups review Ie: Bank Security, Employee access areas, etc.
Security Group Setup
o Make sure your employees see what you expect them to
o Employee setup ~ Global Personnel Changes for x-employees
Company setup
o Commissions set up correctly for each “Writing Company”
o Download ~ working and processed correctly and efficiently
Form Letters / Word Processing
o Add / Edit / Inactivate
o Letter Library Review
Activity /Suspense review
Marketing/Sales Centers
• Import Lead Lists to solicit New Business
• Import a Customer List or Acquired Agency Client List
• Sort your customer base for marketing different lines of business
Personnel Review
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AMS360 screen setups ~ NextGen vs Classic ~ Customizing per employee (BIGGEST with NAVIGATION issues)
Policy processing ~ New Business, Renewal, Re-marketing existing business
Endorsement Processing ~ get ideas on multiple ways to process quickly and efficiently
Daily Processing and Management Tools
• Alert Setup
• My Renewal List (Department heads take note)
• My Reports
DOC360 (paperless, Green agency considerations and procedures)
Personal and Commercial Lines work flows
Submissions / Marketing work flow
Certificates /Binders / EPIs
Shortcuts, moving quickly in the processing flow (less clicks = more processing)
Larry Hazen ~ 941.504.9050 ~ Larry@HazenEnterprisesInc.com ~ www.HazenEnterprisesInc.com