Iowa Chapter Meeting

Starts:  May 1, 2019 8:00 AM (CT)
Ends:  May 2, 2019 2:30 PM (CT)
Associated with  Iowa Chapter

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Location

Stoney Creek Inn
5291 Stoney Creek Inn
Johnston, IA 50131

Contact

Kim Rasko
(515) 961-2567
kim@weinmaninsurance.com

Registration

$175.00 - 1st Member from your agency
$125.00 each additional from same agency
$275.00 - Non-members
There will be no refunds on cancellations

Agenda

Wednesday – May 1, 2019

8:00am – 8:30am – Registration with Light Breakfast

Northwood Lobby

 

 

8:30am-9:00am – Business Meeting

Northwood

 

 

Speakers

Room Assignments

Wendy Mills - TAM

John Deere (main floor)

Maureen Boeing - Epic

Northwood (main floor)

 

The Pines (upper level)

9:00 – 9:15

Break/Networking

Break/Networking

 

9:15 – 10:30

TAM – Bright Ideas from the Fast Track Guide

Epic – Making Renewals Work For You

 

10:30 – 10:45

Break/Networking

Break/Networking

 

10:45 – 12:15

TAM – Creating a Pipeline of New Business by Cross Selling

Epic – Tips & Techniques

 

12:15 – 1:00

Lunch

Lunch

 

2:15 – 3:30

TAM – Building Agency Workflows in Applied TAM

Epic – Clean Data In Gets Clean Data Out

Epic – Epic Round Table peer to peer learning bring your questions

3:30 – 3:45

Break/Networking

Break/Networking

 

3:45 – 5:00

TAM – Using Blast Emails for New & Existing TAM Client Contacts

Epic – Download A-Z

TAM to Epic – Round table Question and Answer.  Epic Demo

5:00

Hospitality – An evening of networking Las Vegas style

Hospitality – An evening of networking Las Vegas style

 

 

Thursday – May 2, 2019

Speakers

Room Assignments

Wendy Mills - TAM

John Deere (main floor)

Maureen Boeing - Epic

Northwood (main floor)

Applied Systems Presenter - Epic

The Pines (upper level)

8:00am – 8:30am – Registration with Light Breakfast

Northwood Lobby

 

 

8:30am – 10:00am

Using Search in Applied TAM Reports

Epic - Beyond the Basic Reports (Part 1)

Epic – Making Your Life Easier with Applied Epic

10:00am – 10:15am

Break/Networking

Break/Networking

Break/Networking

10:15am – 12:00pm

Applied TAM – Meet the Report Wizard

Epic – Beyond the Basic Reports (Part 2)

Epic – Document Management in

Applied Epic

12:00pm – 1:00pm

Lunch

Lunch

Lunch

1:00pm – 2:30pm

Getting the Most Out of Applied TAM

in a Smaller Agency

Epic – Top 10 Reports to Audit Data

Epic – A Day in the Life: Optimize Your Servicing Workflows in Applied Epic