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AMIS / Alliance Marketing and Insurance Services
P.O. Box 849
San Marcos, CA 92079
Phone: (760) 471-7116 or (800) 843-8550
Fax: (760)471-9378 or (800) 573-8550
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Managing Partner: Bill West
Management, Underwriting, Quotations and Review of Applications.
Bill began his insurance career in 1965 working as a part-time insurance adjuster. In 1967 he entered into the Private Investigator field, and in 1970 he purchased a Private Investigation Agency. Then in 1975 he opened an Insurance Adjusting agency and later a Third Party Administration Agency. During this time he also handled claims for Rockwell International. In 1987 Bill started his own insurance agency, which has now expanded into a nationwide insurance agency including both retail and surplus lines operations. The agency has a number of niche markets that Bill has helped developed, and many of his specialized programs have become very competitive in the marketplace.
Partner: Michelle Nowell
Management, Filing of Surplus-Lines Taxes Nationwide, and Review of Applications.
Michelle Nowell began working at AMIS in 1990 as a clerical assistant while finishing up her AA Degree at Palomar College. She went on to obtain her insurance license and began selling and servicing clients in the Investigation, Security, and Alarm Industry. In 2003 Michelle moved over to the Surplus Lines business where she became a partner with Bill West. She now handles accounting and tax filings for all states.
Agent/Broker: Karen Metcalf
Personal Lines, Surety Bonds, Commercial Auto, Beauty Salons/Barber Shops, Artisan Contractors, and Commercial Lines.
Karen Metcalf started with a Farmers Insurance Agent, spending five years there before departing as Office Manager. To broaden her knowledge base, she entered the legal field and spent seven years as an Executive Administrator for a Paralegal Firm. Missing the insurance industry, she went back to Farmers for another five years before coming to work at AMIS in 1995. Karen then secured her California Agent/Broker’s license, specializing in Property and Casualty insurance. AMIS is now home for Karen, she loves her work and the opportunity to work with a diverse clientele. Most of Karen’s off time is dedicated to being a wife, mother and grandmother.
Agent/Broker: Sean Nowell
Review of all policies, Charter Schools, Churches, Non-Profit Organizations, Commercial Lines, and Overseer of Glazier Program.
Sean worked in a private school as an Athletic Director and teacher for eight years. He has an AA degree from Cathedral Bible College and also worked as a youth pastor/ youth leader for many years. Sean began his insurance career at AMIS in 2003. With his prior work experience and now as an insurance agent/broker, Sean is well qualified to manage policies for the Charter Schools and Churches programs. Additionally, he also oversees the Glazier Program.
Agent/Broker: Nancy J. West
Financial Issues, Premium Financing, Policy Review and Setup.
Nancy began her insurance career in 1968 with United Pacific Insurance, where she worked as a Personal Lines Assistant Underwriter and Rater. She joined Bill and his Private Investigation, Insurance Adjusting and Third Party Administration Agencies in 1973. In 1987 she again joined Bill in his new insurance agency, which has now expanded into two agencies, one of which is nationwide − AMIS/Alliance Marketing & Insurance Services. Nancy handles all the policy setup, premium financing and financial matters for both agencies.
Administrative Assistant: Debra Rowan
Policy review, Certificate of Insurance and Assistant to the Brokers.
Debra previously worked for the Florida Department of Financial Services, compiling data and preparing reports for the Florida Legislature on a monthly basis. She moved to Arizona in 2001, where she worked for Colonial General Insurance Company as a personal lines assistant for two underwriters. Her duties included setting up policy files, entering applications into the computer, and assisting underwriters with renewals, endorsements, and cancellations. In 2006, she moved to California and went to work for AES Insurance as an administrative assistant in Commercial Lines, setting up policy files, processing letters, and invoicing renewals, endorsements and cancellations. Debra has been with AMIS since April 2008.
We appreciate your business and your referrals
