Angela Adams Consulting Services

Name

Angela Adams Consulting Services

Legal name

Angela Adams Consulting Services

Website

https://angelaadamsconsulting.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

Angela Adams Consulting Services is a privately-held US consulting firm that provides accounting, CSR outsourcing, HR, marketing, training, and Vertafore software implementation to independent insurance agencies nationwide.

Ownership category

akta.pro rank

Headquarters

HQ city

North Charleston

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Insurance Agency Consulting Services: Advisory services including agency coaching, procedure manuals, HR coaching, agency assessments, and operational consulting provided on ongoing basis to independent insurance agencies
2. Accounting and Bookkeeping Services: Monthly bookkeeping, direct bill processing, QuickBooks accounting, and financial analysis services for insurance agencies, provided on ongoing monthly basis
3. Licensed CSR/Account Manager Outsourcing: Outsourced customer service representative and account management services with licensed US-based insurance specialists, providing back-office and front-end support on flexible basis
4. Training and Education Services: Lighthouse Academy subscription-based training platform, AMS360 system-specific training, bookkeeper training, and CE credit courses
5. Virtual CFO Services: Virtual Chief Financial Officer program providing executive-level financial coaching and analysis over 24-week engagement period

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

Angela Adams Consulting Services is a consulting and outsourcing firm that provides operational, accounting, and technology training support to independent insurance agencies across the United States. The firm delivers services including Virtual CFO advisory, monthly bookkeeping, licensed CSR/account manager outsourcing, Vertafore software training, HR support, marketing services, and structured coaching programs to help agencies improve efficiency, financial management, and growth.

Product overview

Angela Adams Consulting Services is a consulting and outsourcing firm providing comprehensive support services for independent insurance agencies across the United States. The company offers a multi-service portfolio organized around agency operations, featuring Virtual CFO Services, Virtual Operations Manager, HR Services, and Marketing Services as core operational support pillars. The advisory practice includes Agency Coaching Programs (Next-Level Agency Coaching, Solving the Talent Crisis HR Coaching, 24-Week Financial Coaching), Foundational Elements for Success framework, and Procedure Manual development. Their Accounting Services encompass Direct Bill Outsourcing, Monthly Bookkeeping, QuickBooks Accounting, and Financial Analysis. Specialized CSR/Account Manager Services provide US-based licensed Insurance Specialists for remote support. System Support includes expert training and consulting for Vertafore products (AMS360, AgencyZoom, ClientCircle, BenefitPoint, WorkSmart, QQCatalyst, RiskMatch, and others). Additional offerings include Lighthouse Academy (online training platform), Bookkeeper Training, AMS360 Training, a Digital Download Store with marketing resources, and the Greenhouse Membership program for new agency owners. The company operates as an Orange Partner with Vertafore and serves agencies coast-to-coast with over 100 employees.

Differentiator

Problem solved

Functional benefit

Products and services

• Virtual CFO Services Virtual Chief Financial Officer services providing executive-level financial insights, strategic financial plans, and monthly discussions to help agency owners make better decisions without the cost of a full-time CFO.
• Accounting Services Insurance accounting services including Direct Bill Outsourcing, Monthly Bookkeeping, Financial Management, QuickBooks Accounting, and Financial Analysis for insurance agencies.
• Licensed Account Manager / CSR Services US-based licensed Insurance Specialists providing remote CSR services including front and back office functions, account management, and temporary coverage.
• Vertafore Software Training & Consulting Expert implementation, training, and consulting for Vertafore products including AMS360, AgencyZoom, ClientCircle, BenefitPoint, WorkSmart, QQCatalyst, RiskMatch, and other Vertafore solutions.
• HR Services Full suite of HR services including hiring, compliance, employee development, and talent retention strategies for insurance agencies.
• Marketing Services Comprehensive marketing services including AgencyZoom and ClientCircle optimization, HubSpot implementation, websites and SEO, email marketing, social media, video production, and branding.
• Virtual Operations Manager Operations experts helping agencies run efficiently with trained employees, optimized management systems, accurate finances, and best practices.
• Lighthouse Academy Online, on-demand and live agency-specific training platform offering hundreds of courses in Microsoft Office, leadership, marketing, HR, team building, communication, and AMS360-specific training.
• Next-Level Agency Coaching 12-week coaching program designed to help agency owners overcome obstacles, increase profitability, and build thriving businesses with over 35 years of industry experience.
• Solving the Talent Crisis HR Coaching Program 12-week coaching program helping agency owners build a repeatable Talent Operating System for recruiting, hiring, onboarding, and retention.
• 24-Week Financial Coaching Program 24-week coaching program where agency owners work 1-on-1 with financial analysts to learn balance sheets, income statements, profit centers, and real-world financial management.
• Greenhouse Membership Program for new agency owners providing advisory services from due diligence to manuals, setups, and staffing support.
• Foundational Elements for Success Framework covering four pillars for agency success: Customer Experience, Modern Technology, Financial Management, and Talent Retention, supported by a Culture of Accountability.
• Procedure Manual Customized Procedure Manual creation ensuring consistent workflows across critical functions like New Business, Renewals, Cancellations, and Policy Changes.
• AMS360 Training Comprehensive AMS360 training including 8-hour New Hire Training, advanced 20-hour programs for experienced users, and personalized one-on-one efficiency consulting.
• Bookkeeper Training 20-hour live, one-on-one instructor-led training specifically for insurance agencies, conducted directly in the agency's management system using their data.

Quantifiable outcome

• Saves agencies from $120,000-$200,000+ annually compared to hiring full-time CFO
• +2 more outcomes

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration16 records

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• VertaforecoreTechnology or IntegrationOrange Partner relationship with Vertafore, working closely on testing new releases and discussing agency needs. Company specializes in Vertafore product training and consulting including AMS360, AgencyZoom, ClientCircle, BenefitPoint, WorkSmart, QQCatalyst, RiskMatch, ReferenceConnect, Commercial Submissions, PLRating, and InsurLink.
• NetVU (Network of Vertafore Users)coreStrategic or Co-development PartnerAngela Adams is an in-demand presenter for NetVU organizations across the country. Company staff actively participate in NetVU conferences, with consultants serving as speakers at local chapter meetings, virtual webex sessions, and National Conference.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Others

• Vertafore: Vertafore is the core technology partner (Orange Partner) whose AMS360 and adjacent products underpin much of Angela Adams' training and implementation services. While a partner rather than competitor, Vertafore's roadmap is a major determinant of Angela Adams' service line viability.
• Insurance Journal: Insurance Journal is a leading trade publication and media platform for the independent insurance channel, adjacent to Angela Adams' content marketing, video series, and thought-leadership efforts targeting the same agency audience.
• PIA (National Association of Professional Insurance Agents): PIA is a national trade association serving independent insurance agents with education, products, and advocacy — an industry ecosystem participant with overlapping audiences for Angela Adams' consulting, training, and HR/talent services.
• IIABA (Independent Insurance Agents & Brokers of America): IIABA is the national trade association for independent insurance agents, providing education, best-practice resources, and advocacy — Angela Adams' content and speaking presence within this ecosystem positions her similarly to other agency-focused consulting providers serving IIABA members.
• InsurBanc: InsurBanc is an insurance industry-focused bank serving independent agencies with lending, deposits, and treasury services — adjacent to Angela Adams' Foundational Elements (Financial Management) pillar and serving the same independent agency client base.

Broad incumbents

• Applied Systems: Applied Systems is a leading agency management system vendor (Applied Epic, Applied TAM) competing in the same agency operations ecosystem as Vertafore — a broad incumbent whose platform strategy directly affects Angela Adams' training and consulting services.
• Zywave: Zywave provides insurance agency marketing, client communication, and analytics tools overlapping with Angela Adams' AgencyZoom/ClientCircle and marketing service lines, making it a broad incumbent in adjacent agency technology.

Direct peers

• Reagan Consulting: Reagan Consulting is an insurance agency consulting firm specializing in performance benchmarking, perpetuation planning, and organic growth — closely overlapping with Angela Adams' Foundational Elements, Four 25's, and 80/20 methodologies.
• Marshberry: Marshberry is a management consulting and M&A advisory firm dedicated to the insurance distribution channel, advising independent agencies and brokerages on growth, perpetuation, and valuation — directly comparable to Angela Adams' agency-focused consulting practice.

Regional players

• Smart Choice Insurance: Smart Choice is a national insurance agency network and franchisor that provides operational, marketing, and technology support to independent agents — comparable to Angela Adams' agency enablement model but organized around a carrier-network/franchise structure rather than consulting.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCx2J6fiohPKVFWQae2icwzQ
• Facebookfacebook.com/AngelaAdamsConsulting
• LinkedInlinkedin.com/company/angela-adams-consulting
• Instagraminstagram.com/aadamsconsulting

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Angela Adams Consulting Services