Team ATraC

855-438-2872 or 855-GET-ATRAC

Principal, Tim Tracey - (Tim's bio)

Ext. 706

Principal, Joan Warken - (Joan's bio)

Ext. 715

 

ATRAC Team Members

Lee Scheibach:  Consulting, Training & Accounting

(Lee's bio)

Janet K. Holstine:  Trainer

(Janet's bio)

Sheryl Steele:  Consulting, Training & Accounting

(Sheryl's bio)

Laura Punt: Trainer

(Laura's Bio)

 

 

 

Principal: Tim Tracey

Tim entered the insurance automation industry in 1998 with AMS Services (now Vertafore) from a background in the sales of software and professional services.

 

He served AMS clients as well as non-automated agencies and agencies using competing software. This is where Tim came to appreciate agents’ challenge in effectively utilizing complex automation to improve the value of their agencies.

 

From 2006 to 2011 Tim wore many hats at a professional services firm managing client as well as managed internal projects.  

 

A Hartford area native, Tim received his Bachelors in Marketing at Boston College where he met his wife, Patty. A newly minted grandfather, Tim enjoys bicycling and family time as well as occasionally taking their Jeep off road.


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Principal: Joan Warken

A principal owner of ATraC Services since 2014, Joan has worked with independent agents over the past 20 years. She was introduced to the industry as a rep for multiple carriers where she managed the New England territory.

She got her first experience in training as a senior representative who was responsible for training incoming reps. This product and training background helped Joan make the transition to consulting where she took part in several major roll-outs on new, Web-based rate, quote & issue platforms.

Since joining ATraC in 2013, Joan has trained over 100 ProTraC agencies as part of the training and implementation team. In addition, she has been active with development and is always looking for product improvement suggestions from users.
Joan originally moved to the Hartford area to attend the University of Hartford where she earned her Bachelor’s degree in marketing. She lives in West Hartford, CT with her husband Brian and has two children one in college and a recent college graduate.


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Consulting, Training & Accounting:  Lee Scheibach

Lee has worked in the insurance industry as an agency principal, Commercial Lines Underwriter, International Insurance Specialist and trainer. Her favorite area of agency automation is accounting with a keen interest in forensic accounting.

 

She is a widely recognized expert in all aspects of the leading management programs by AMS/Vertafore including AMS 360, AMS AfW, AMS Producer Plus and PS4. As an AMS/Vertafore trainer for 15 years, Lee trained hundreds of agencies and was instrumental in the development of current training materials. She delivered presentations at many regional and national users groups.

 

She is currently licensed as a Property & Casualty Agent and is a Certified Insurance Counselor. She is an active member of the National Alliance of Insurance Education & Research.

 

Lee earned her Associates Degree in Radiologic Technology and her Bachelor of Science Degree in Business & Computer Information Systems. Living near the shore of Lake Michigan, Lee enjoys boating, photography, and community theater.


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Trainer Janet K. Holstine, BA, MSL, CIC, LIC, CPIW, AIT, DAE, CPIA

Janet has extensive experience providing education, training and continuing education to the insurance industry through work with designation programs, individuals, agencies, associations, companies and college programs. Her efforts have benefitted many insurance professionals by helping them achieve their training, continuing education, insurance designations and college degrees.

 

Janet has been in the insurance business for over 30 years. She is a licensed insurance agent and former agency owner. Since 1990, Janet has served numerous terms on the Agent’s Education Council for the Michigan Office of Financial and Insurance Regulation (OFIR), a position appointed by the Insurance Commissioner. She has served on the MI insurance agent’s license test development committee several times, including the most recent revision.

 

Janet has represented Michigan at a number of national agent test development events. She has been invited to once again serve on the national Insurance Job Analysis Property and Casualty Committee. Janet has been a driving force for the National Association of Insurance Women, International since joining the organization in 1992. Her involvement in NAIW at all levels (local, state, regional and national) has had an impact of many areas of the organization and the industry.

 

She has held various offices, including local president and State Director. She continues to be involved in the organization serving as local president for a newly merged association and by mentoring others and serving on several committees.

 

In 2008 Janet was inducted into the Michigan Insurance Hall of Fame. Janet, a leader throughout her professional career, has received many other awards recognizing excellence in teaching, advising, educational development and organizational vision.


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Consulting, Training & Accounting:  Sheryl Steele

With over 35 years working with agencies, companies and vendors, Sheryl Steele has acquired deep insurance industry expertise. Beginning as an underwriter, Sheryl's career led her to an opportunity with an agency as a Commercial Lines CSR. Through her interest in technology and her mastery of the agencies' automation system, she became the technical lead for her agency's TAM program.

 

Sheryl leveraged her love for technology through becoming a trainer for Applied Systems. With Applied, Sheryl helped hundreds of agencies to successfully implement The Agency Manager in their operations.

 

Becoming an independent consultant in 2005, Sheryl has been working directly with agency clients to achieve maximum system ROI as well to use their AMS and Applied systems to perform their accounting.

 

Sheryl is an expert at assessing and fulfilling the training requirements necessary for ATraC clients to optimize the value from their systems. She also performs AccounTraC outsourced accounting and TraCtion Reports.

 

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Trainer:  Laura Punt

Laura Punt has been working with agency automation since 1983. As a Personal and Commercial Lines Field Trainer and sales representative with Savage Rating she worked with hundreds of agencies on the east & west coast.

 

After Savage Rating’s acquisition by AMS, Laura led classroom and on-site training for AMS Rating as well as AMS for Windows (AFW) agencies.

 

As Account Implementation Manager, Laura assists agencies go “live” and upgrade with ProTraC. She also provides accounting services to our AccounTraC customers. She is no longer the sole Yankees fan in the office.

 

Laura lives in West Hartford, CT with her husband Doug and their three children – Zach, Johnny and Sarah.

 

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