The Struggle to Understand AMS Reports

Agency leaders often face challenges in interpreting complex reports from their Agency Management System (AMS). This episode explores strategies to translate data into actionable insights and discusses the importance of standardized access across the team.

Trenton BerryApril 19, 2021Updated August 15, 20251 min read

In this episode, Justin and Jordan discuss the challenges agency leaders face when trying to decipher confusing reports from the agency management system. They also share their thoughts around flexible scheduling and creating a consistent standard throughout the company.

Beverage – BuzzBallz Horchata

Part 1: How do agency leaders translate report data into effective action?

Part 2: Should all employees have access to the same privileges?

Justin Goodman

With two decades of experience in the insurance industry, Justin is the co-founder and CEO of Total CSR and the co-founder and Managing Director of Project 55. By the age of 29, Risk and Insurance Magazine recognized him as one of the nation’s top five construction insurance experts. He has also been named to Insurance Business Magazine’s Hot 100 and was most recently honored as the 2024 Insurance Journal Agent of the Year.

Through his leadership at Total CSR, Justin has trained more than 100,000 CSRs, account managers, and producers, driven by his passion for developing the next generation of insurance professionals. When not spending time with his family, he dedicates his free time to speaking at industry events and advising agency owners across the country.

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