Onboarding Services
AAIS consultative onboarding services ensure efficient implementation of AAIS programs beginning with the initial launch of the program. Continual support ensures solutions are tailored to meet the unique needs of each Member to support their long-term success with AAIS.
Fact Sheet
Your Onboarding Services Team
- Member Engagement Team
- Member Success Specialists
- Product Subject Matter Experts
- Legal & Compliance Professionals
- Actuarial Professionals
- Filings Specialists
- Statistical Reporting Experts
- Speed to Market (S2M) Experts

Our Consultative Approach
AAIS’s consultative Onboarding Services include:
- Initial Adoption Filing of Standard AAIS Programs
- Product Document Delivery of Form Sets, Forms Matrix, and Manuals
- Product Counsel
- AAISdirect Overview
- Statistical Reporting Services Overview/SDMA Training
- Speed to Market (S2M) Toolkit Support

AAIS also offers custom onboarding services based on defined statements of work and availability. Custom service fees may apply.
Member Success
Following customized onboarding, the AAIS Member Success team provides Members with ongoing support to ensure long-term success with AAIS programs and services. Committed to helping Members navigate industry changes, optimize program performance, and explore growth opportunities, AAIS remains a trusted guide throughout the entire Membership lifecycle – whether implementing new solutions or refining existing programs.

Your Member Success Team
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Sheila Morris, CPCU, AMIM, CPM
Director of Member SuccessSheila Morris is the Director of Member Success at AAIS. She provides consultative onboarding services...
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Stephanie Bunce
Member Success SpecialistStephanie Bunce is a Member Success Specialist at AAIS. She supports Member companies with onboarding...
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Eve Chen
Member Success SpecialistEve Chen is a Member Success Specialist at AAIS. She plays a crucial role in helping Member organizations...
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Jamie Drengler
Member Success SpecialistJamie Drengler is a Member Success Specialist at AAIS. She guides Members through the AAIS onboarding...
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James Javier, CPCU
Member Success SpecialistJames Javier is a Member Success Specialist at AAIS. He is responsible for explaining the AAIS onboarding...
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Every AAIS product and service team is supported by a dedicated team of experts—from data engineers and actuaries to legal specialists and more.
Discover how AAIS Onboarding Services deliver customized solutions that meet your needs!