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

Our Consultative Approach

AAIS’s consultative Onboarding Services include:

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

Sheila Morris, CPCU, AMIM, CPM

Director of Member Success

Sheila Morris is the Director of Member Success at AAIS. She provides consultative onboarding services...
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Stephanie Bunce

Member Success Specialist

Stephanie Bunce is a Member Success Specialist at AAIS. She supports Member companies with onboarding...
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Eve Chen

Member Success Specialist

Eve 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 Specialist

Jamie Drengler is a Member Success Specialist at AAIS. She guides Members through the AAIS onboarding...
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James Javier, CPCU

Member Success Specialist

James Javier is a Member Success Specialist at AAIS. He is responsible for explaining the AAIS onboarding...
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