Search found 12 matches

by ckelsoe
Fri Dec 05, 2008 1:09 pm
Forum: Opinions
Topic: Applied's Epic vs AMS360
Replies: 16
Views: 14503

Re: Applied's Epic vs AMS360

One of the best features on Epic is the "opportunity cost" metrics that are easily generated. It measures how much time is spent, by employee, on any specific account. Say you have a little BOP that brings in $500 revenue, but you're spending $1,000 in payroll on it. It makes it easy to d...
by ckelsoe
Sat Jun 21, 2008 9:25 am
Forum: Opinions
Topic: Nexsure vs AMS 360
Replies: 21
Views: 16244

Re: Nexsure vs AMS 360

I would recommend anyone interested in the Nexsure debate to look at the following thread: http://www.insurancejournal.com/forums/viewtopic.php?f=2&t=1380&p=5430&hilit=nexsure#p5430 I just finished a 1 year term on the AMS 360 R&D Committee. I can assure you that they are using the l...
by ckelsoe
Tue Jul 10, 2007 4:26 pm
Forum: Opinions
Topic: Certificate of Insurance Tracking - Access or Excel Database
Replies: 22
Views: 101571

I do not know of a tool to do this. What details are you thinking the system should track? Depending on the complexity and my schedule I **may** be able to put together something for you.

Charles
by ckelsoe
Wed Mar 07, 2007 2:14 pm
Forum: Opinions
Topic: Agency Management Software
Replies: 8
Views: 4481

I would also recommend checking references and talking to agencies of similar size and markets as yours. Also ask for a trial so you can actually go in and play with the software.
by ckelsoe
Wed Jan 10, 2007 8:23 pm
Forum: Opinions
Topic: If you insurance Broker's & CSR's love animals please re
Replies: 5
Views: 4177

Sandog, I missed this post earlier. We have done the same - as a result are cat and dog poor! It is amazing how cruel some folks are. It is heartwarming to hear the story and I am sorry for the loss. It is amazing how quickly we become attached to animals - especially those in need. The ladies at th...
by ckelsoe
Wed Jan 10, 2007 7:31 am
Forum: Opinions
Topic: Nexsure users
Replies: 13
Views: 8737

racecarlover, we are small - around $15m of premium at this time. We do 99% comercial line trucking - very niche market. Our carriers do not offer download so everything is manually entered into the system by hand. Another thing to consider is that because we are small, people do multiple functions ...
by ckelsoe
Mon Jan 08, 2007 2:27 pm
Forum: Opinions
Topic: Nexsure users
Replies: 13
Views: 8737

Sanddog1, I am glad you are happy with Nexsure. It must be nice that the issues that I mentioned that were global did not affect your business. Makes me wonder just how much you are actually using Nexsure. Not being able to print for 2 weeks caused huge problems for most agencies. I am glad you have...
by ckelsoe
Mon Jan 08, 2007 11:10 am
Forum: Opinions
Topic: Nexsure users
Replies: 13
Views: 8737

Sanddog1, You are barking up the wrong tree buddy. I am the operations manager of a commercial lines agency. I selected Nexsure for our agency early in 2006. I have been down the Nexsure road. I was at the January 06 users group meeting in Brea listening to users complain about all of the stuff that...
by ckelsoe
Sat Jan 06, 2007 9:27 pm
Forum: Opinions
Topic: Nexsure users
Replies: 13
Views: 8737

sanddog1, In rereading my post, I wonder where you get the idea that I badmouthed Nexsure. It is one thing to bad mouth a product and another to relate actual experiences with the product. I can provide a comparison between 360 and Nexsure as I have used both within the last 6 months. Plus if you se...
by ckelsoe
Thu Dec 28, 2006 11:48 pm
Forum: Opinions
Topic: Nexsure users
Replies: 13
Views: 8737

We recently moved from Nexsure to AMS 360. I can state with confidence that this is one of the decisions that will absolutely affect the productivity and profitability of the agency. I do not intend to discourage you from Nexsure, but to pass on some advice to do your research and due diligence of b...
by ckelsoe
Mon Dec 12, 2005 1:12 pm
Forum: Opinions
Topic: Agency Operations and Proceedure Manuals
Replies: 2
Views: 2740

Agency Operations and Proceedure Manuals

Does anyone have a recommendation or source for samples of good agency operations and management manuals? I would like to use any ideas or samples as a basis for creating ours.
by ckelsoe
Mon Dec 12, 2005 1:04 pm
Forum: Opinions
Topic: Agency Management Syt. X-Dimensional or TAM please help
Replies: 5
Views: 3985

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