July 30 Best Use of Key TAM Fields
Leading insurance business practices through education and advocacy.
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.
This session will look at data security from an agency point of view.
This session will show you how to document your cleanup procedure, including which reports, searches, Excel tools, and TAM utilities are necessary in the process.