Operational Consulting for Insurance Agencies
We're insurance people with technology backgrounds. We provide a practical approach that helps your agency execute like never before
How We Help
Applied Epic
Admin (Recurring Service)
A service that works with your agency on a daily basis. You run your agency and we run your management system.
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All download & Suspense Processing
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All Commission Processing
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Report Creation & Management
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System Changes, Enhancements & Optimization
Applied Epic
Conversions
Project Management
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Data Preparation & Validation
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System Setup & Optimization
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Staff Training
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Report Creation & Automation
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Onsite "Go-Live" Assistance
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"Post-Live" Support
Applied Epic
Reporting
Detailed reports customized to your agency and its needs
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Financial Reports
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Production Reports
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Sales & Marketing Reports
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Management Reports
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Workflow Auditing Reports
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Exception & Data Quality Reports
Applied Epic
Optimization
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Workflows & Automation
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Direct Bill Commission Download
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System Auditing & Data Clean Up
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Staff Training
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Implementing Integrations Including:
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Applied Analytics
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CSR24
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Applied Mobile
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Custom Forms
& Deliverables
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Proposals
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Summaries of Insurance
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Custom Forms Buildout & Integration
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Custom Applications
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Supplemental Forms
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Templates (form letters)
Operational
Review & Strategy
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Operational Reviews
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Mgmt. System Assessments:
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Analysis of Your Current System & How to Optimize
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Comparison of New Systems
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Agency Growth Strategy
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Acquisition Guidance & Support
Testimonials
We switched from AMS360 about a year ago, and had a rocky go of it for the first few months. Gary quickly organized our effort and is providing excellent technical expertise and practical advice to our agency.
Tom Clark
May, Bonee & Clark Insurance
Epic Admin Client
We consider Milliken Agency Services to be an extension of our Agency.
Drew Rose
Rose Insurance Agency
Epic Admin Client
our experience
Over 50 years combined industry experience
over 35 years experience with agencies
applied pinnacle award recipients
meet our experts
Matt Milliken
Matthew has 15 years of experience within the insurance industry, from senior level positions at multiple insurance agencies to consulting. His expertise and background is based around Technology and Insurance Agency Operations, and he is a featured consultant for PIA (Professional Insurance Agents).
Find out more about Matt's experience and how he can help your agency grow!
Gary Milliken
With 37 years in the insurance and technology industries, Gary’s experience includes agency operations, technology, acquisitions, claims, litigation, and marketing. Gary previously owned a successful mid-size agency and has held various executive positions in the industry.
Find out more about Gary's experience and how he can help your agency grow!