Applied TAM Badges

Applied TAM Badges

Applied TAM Accounting

This journey will guide you through all-things Applied TAM Accounting and help you create an efficient accounting process.

Here are the sessions you need to complete to earn this badge:ACN_505954-20_DigitalBadges_TAM_Accounting.png

  1. Course: Cleaning Up and Balancing Company Payables in Applied TAM
  2. Course: Applied TAM Accounting Utilities
  3. Course: Applied TAM Cleanup: Quality Assurance Auditing
  4. Course: Automate Direct Bill Commission in Applied TAM
  5. Applied TAM Accounting Month End & Reports
  6. Course: Financial Reports, Checks and Balances - Part 1
  7. Course: Financial Reports, Checks and Balances - Part 2
Start the Applied TAM Accounting Journey 


Applied TAM Reporting

Journey through Applied TAM Reporting to learn the ins and outs of creating, reading and managing reports. 

Here are the sessions you need to complete to earn this badge: ACN_505954-20_DigitalBadges_TAM_Reporting.png

  1. Course: Reports in Depth: Production and Book of Business Reports in Applied TAM
  2. Course: Using Search in Applied TAM Reports
  3. Expiration & Exclusion Reports in Applied TAM - Did Any Balls Get Dropped?
  4. Applied TAM - Basic Extra Criteria in Reports
  5. Applied TAM - Reporting Basics
  6. Agency Planning: Reports & Objectives Tracking in Applied TAM
  7. TAM Cleanup - Creating the Master Workbook - Part 1
  8. TAM Cleanup - Creating the Master Workbook - Part 2
  9. Understand the Book of Business Report in Applied TAM
Start the Applied TAM Reporting Journey


Applied TAM Operations

If you are focused on agency/brokerage operations, journey through these courses to keep your agency running efficiently. 

Here are the sessions you need to complete to earn this badge:ACN_505954-20_DigitalBadges_TAM_Operations.png

  1. Applied TAM Cleanup - Creating the Master Workbook: Part 1
  2. Applied TAM Cleanup - Creating the Master Workbook - Part 2
  3. Applied TAM - Handling Lost Clients
  4. Applied TAM Tricks and Tricks
  5. Applied TAM: Filters and Search Clients
  6. Course: Save Time with myTAM
  7. Course: Applied TAM: Fresh Ideas for Measurable CSRs Workflows for Retaining Customer Renewals
  8. Building Agency Workflows and Creating Your Procedures Manual in Applied TAM
  9. Security Manager - Getting Control of Access in Applied TAM
  10. Proposals & Form Letters Workshop: Advanced Clinic for Applied TAM
  11. Take Control of Your Activities - Applied TAM
Start the Applied TAM Operations Journey


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