Woman Insurance Agency consultant presenting in front of pinboard
Insurance Consulting

Make Better Decisions, Gain Higher ROI

Leave less money on the table from inefficient operations. Identify areas where your existing TAM or EPIC data or processes can be improved by working with Alexant.

Book a Free 30 Minute Consultation

Custom Solutions With A 30 Year Track Record

Alexant offers a host of insurance-focused skills and tools to your agency, including Applied TAM and Epic operations, accounting, workflows and training, as well as designing custom tools for retention calculation and commission import. We work to improve data integrity, financial management and technical systems management, and get results within financial constraints.
"We are beyond thrilled for the partnership we have developed and know that with Sue by our side we have the absolute best consultant that the Industry has to offer”
Elizabeth Tluchowski
World Insurance Associates
Businesswoman working at whiteboard in front of desk
Applied TAM and Epic
Accounting
Workflows
Reporting

Granular Insight Into Your Operations

Accounting
Trust your reports again. Alexant understands insurance accounting and the importance of your financial statements.
Migrations
Alexant asks the hard questions before conversion. We prep your agency for a successful transition.
Workflow
The Alexant 4-Step solution: define, document, train, and audit.
Staff and Culture
Alexant is an insurance expert and understands the culture of agents and agencies.
Director, Senior Consultant

Sue Good

Sue Good is an Insurance Industry specialist with decades of experience in Insurance Operations, Agency Management Systems, Applications Integration and Agency Financial and Accounting Systems.

Book a Free 30 Minute Consultation
"Sue's expertise of both insurance and the Epic system was invaluable to us. Thankfully, Sue took time to understand how our agency operates and helped us put best business practices into place when it came to both the management system and internal operations.  Sue helped us with every step of the process.  We would highly recommend Sue and the Alexant team; they made a potentially stressful situation into a very successful transition.”
Jason Lehman
FUSA Insurace Agency
Sue Good
Over 3 Decades Insurance Accounting Experience
Applied Client Network Master Presenter
Process and Automation Expert
Work With Us

Getting started is easy

Needs Analysis

We Discuss your needs, pain points, and future plans.

Data Analysis

Run reports from your management system to assess quality of current data

Recommendations

Provide results and recommendations based on Data Integrity Audit

Workflows

Delve into Agency workflows/ processes to develop efficient solutions for all departments, including Accounting

Training

Now confident in your agency processes and data integrity, we will be here to support your evolving agency needs as your agency grows.

We’re Proud Of Our Client’s Success

It was critical for us to find a company that understood our business and the technology to make it run efficiently. Our relationship with Alexant has been a true partnership.”  
Mary Ann Wood
Insurance Associates Agency
One of the best calls our agency made was to Alexant and Sue Good! We gained a business partner that continues to assist in our agency growth and efficiency!”
Jesse Konold
Key Insurance Inc.
Alexant is helping us with our biggest project to date, transitioning from Applied TAM to Applied EPIC.  I highly recommend Alexant to anyone wanting to get the most out of their Applied investment."
Ann Fandrey
Waypoint Insurance Advisors
An Impeccable Track Record

Real World Successes

100%
Success Rate
Insurance industry experience and know-how to deliver results.
300+
Satisfied Partners
We can help any size agency achieve higher performance levels.
92%
Customer Return Rate
Our clients trust us for every stage of their agency growth.
Insurance Agency Commission Import tool for Applied Tam and Applied Epic
Identify which transactions will not import
Check Producer commissions prior to import
All commission statements are converted to standard format
Use Production or Policy Data

Seamlessly Import Your Direct Bill Commissions into Applied Epic or Applied TAM

  • Importing Commissions in adaptable format
  • Compares Policy Number and Statement
  • Allows Comprehensive Filtering
  • Sets up proper re-import into system
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Contact Us

Talk to Alexant about optimizing your agency platform.

Get started with a free in-depth agency analysis.
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