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July 9 Integration Solutions


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Leading insurance business practices through education and advocacy.


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Upcoming Education

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.

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.

JULY 2015

Applied TAM: Front End Scanning: A Paperless Agency

Presenter: Christine Forbes

This session is a theoretical discussion of a paperless agency using Applied TAM.

JULY 2015

Best Use of Key Fields in Applied TAM

Presenter: Lisa Burnside

Strategies for the use of these fields with a particular focus on reporting and data extraction consequences will be the focus of this presentation.


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