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Onboarding Services

AAIS consultative onboarding services ensure efficient implementation of AAIS programs beginning with the initial launch of the program. Continual onboarding services ensure solutions are tailored to meet the unique needs of each Member throughout their long-term relationship with AAIS.

Fact Sheet

Your Onboarding Services Team

  • Engagement Manager
  • Onboarding Specialist
  • Product Subject Matter Experts
  • Legal & Compliance Professionals
  • Actuarial Professionals
  • Filings Specialists
  • Statistical Reporting 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 & 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.

Your Product Onboarding Team Leaders

  • Sheila Morris, CPCU, AMIM, CPM

    Manager of Product Operations

    As Manager of Product Operations, Sheila provides consultative onboarding services to promote speed-to-market...

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  • Eve Chen

    Onboarding Specialist

    As an Onboarding Specialist at AAIS, Eve plays a crucial role in helping Member organizations navigate...

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  • James Javier

    Onboarding Specialist

    James started at AAIS as a Personal Lines Intern in 2019 and transitioned to a full-time Onboarding...

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  • Jamie Drengler

    Onboarding Specialist

    Jamie started in the Insurance industry in 2003 as a CSR (customer service representative). Early...

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  • Lisa Allen, PMP

    Onboarding Specialist

    Lisa supports Member adoption of AAIS products and services by ensuring Members have access to required...

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The Power of AAIS…all AAIS product and service team leaders are backed by a robust internal team of experts consisting of experienced data engineers, actuarial specialists, legal counsels, and much more. Contact a team leader to find out how to unleash your full potential by leveraging all AAIS resources.

Discover how AAIS Onboarding Services deliver customized solutions that meet your needs!

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