July 9 Integration Solutions
Leading insurance business practices through education and advocacy.
Your core values should be the filter through which you make every decision regarding your agency management all the way through the wording in the form letters that go out the door.
This session will kick off the TAM Cleanup Series and will focus on the pros and cons of cleaning up TAM codes such as Activities, Field Defaults, Policy Types, Formletters and Proposal Documents, and offer a manageable way of executing the clean up process.
This session is a theoretical discussion of a paperless agency using Applied TAM.
Strategies for the use of these fields with a particular focus on reporting and data extraction consequences will be the focus of this presentation.