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July 9 Integration Solutions


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Our Mission:

Leading insurance business practices through education and advocacy.

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Secure your investment in Applied products and provide the best support to your customers as a member.

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Upcoming Education

 
30
June 2015
 

Real Time for Applied Epic

Presenter: Maureen Boeing

Using Applied Epic, learn how this solution enables you to simplify your workflow, save time and money, improve customer service, and increase your competitiveness.

 
01
July 2015
 

Real Time for Applied TAM

Presenter: Hanna Ogle

Using Applied TAM, learn how this solution enables you to simplify your workflow, save time and money, improve customer service, and increase your competitiveness.



 
14
JULY 2015
 

Core Values - The Fabric of Our Agencies

Presenter: Sara Bradshaw Ray

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.



 
23
JULY 2015
 

Creating the Master Workbook in Applied TAM

Presenter: Lisa Burnside

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.

 

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