If you can answer Yes!, then your agency deserves kudos for taking advantage of the efficiencies a good automation program brings. If you answer was No to either question, or you just aren't sure, then a small investment in training is likely to yield a big result in value for your agency.
We assist insurance agencies with their AMS360 and AfW software, including:
When it is time to train new staff, or re-train existing staff, your agency needs a trainer who not only understands your software, but understands the insurance industry and how to use the AfW or AMS360 software in REAL LIFE. It is natural to resist change, and agency staff can be very good at finding reasons NOT to use new features in the software, or features that may require a change in the way the agency processes business. A trainer who has "been there" goes a long way to smoothing the transition to more efficient workflows and procedures.