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 Leaders
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Sheila Morris, CPCU, AMIM, CPM
Director of Member SuccessAs the Director of Member Success, Sheila provides consultative onboarding services to promote speed-to-market...
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Stephanie Bunce
Member Success SpecialistAs a Member Success Specialist at AAIS, Stephanie supports Member companies with onboarding and...
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Eve Chen
Member Success SpecialistAs a Member Success Specialist at AAIS, Eve plays a crucial role in helping Member organizations...
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Jamie Drengler
Member Success SpecialistJamie began her insurance career in 2003 as a Customer Service Representative (CSR). In early 2004,...
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James Javier, CPCU
Member Success SpecialistJames started at AAIS as a Personal Lines Intern in 2019 and transitioned to a full-time Member...
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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 reach your full potential by leveraging all AAIS resources.
Discover how AAIS Onboarding Services deliver customized solutions that meet your needs!