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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

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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.

Contact Us

Talk to Alexant about optimizing your agency platform.

Get started with a free in-depth agency analysis.

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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.

Schedule Your Call With Sue Good

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.

Sell More With A Modern Agency Management System (AMS)

Reach more clients and improve retention by converting to Applied Epic. Alexant asks the hard questions before conversion to ensure your agency hits the ground running with your new AMS.

Get the Free Guide Now