Primarily designed for those agencies that use the "Record Commissions No Reconcilliation" method for handling their direct bill in TAM. It shows those policies where the commission received is less than what is expected. It is an exception only report, so it only shows those policies that may be a problem and worth looking at. It includes the ability to set a "threshold" variance amount, turn back the pro-rata calculation date, and several other user options designed to limit the number of policies that appear on the actual report.

Designed to summarize Retention, New Business, and term to term Market Forces in a single report. It pulls data from TAM's current billing screens and compares that to data stored in transactions. It is vastly superior to the dozens of other seperate purpose reports of this type (just retention, or just new business) that we have done over the years.

Installation instructions are inlcuded as a file inside the downloadable zip file. But if you would like to review those instructions before downloading.

A hand out used in the course called "Guide to TAM Reports."

Primarily designed for those agencies that use the "Record Commissions No Reconcilliation" method for handling their direct bill in TAM. It shows those policies where the commission received is less than what is expected. It is an exception only report, so it only shows those policies that may be a problem and worth looking at. It includes the ability to set a "threshold" variance amount, turn back the pro-rata calculation date, and several other user options designed to limit the number of policies that appear on the actual report.

A widely used set of proposals that integrate with the TAM system. You can download them by clicking on the links below. Note: The version at the top of this list will always be the most recent version and should be selected unless you have a very specific need for an older copy (like your agency is still running an older version of TAM)

A sample report on Policy Premium Variance, Status, & Producer Commission Checker.

Designed to summarize Retention, New Business, and term to term Market Forces in a single report. It pulls data from TAM's current billing screens and compares that to data stored in transactions. It is vastly superior to the dozens of other seperate purpose reports of this type (just retention, or just new business) that we have done over the years.

The basis of the engagement contract used by AB Solutions.  Company policy is to have a signed contract with includes an outline of the scope of work to be performed with all clients.

Primarily designed for those agencies that use the "Record Commissions No Reconcilliation" method for handling their direct bill in TAM. It shows those policies where the commission received is less than what is expected. It is an exception only report, so it only shows those policies that may be a problem and worth looking at. It includes the ability to set a "threshold" variance amount, turn back the pro-rata calculation date, and several other user options designed to limit the number of policies that appear on the actual report.

A widely used set of proposals that integrate with the TAM system. You can download them by clicking on the links below. Note: The version at the top of this list will always be the most recent version and should be selected unless you have a very specific need for an older copy (like your agency is still running an older version of TAM)

Designed to summarize Retention, New Business, and term to term Market Forces in a single report. It pulls data from TAM's current billing screens and compares that to data stored in transactions. It is vastly superior to the dozens of other seperate purpose reports of this type (just retention, or just new business) that we have done over the years.

This report tracks the last 12 months of commissions received by policy. It sorts and groups based on the values currently entered on the billing screen; so if a producer or CSR code is changed on the billing screen all of the transaction tracking for the prior 12 months will still show up on that same policy line. It then checks each policy and uses color coding to indicate policies that may represent a problem worth checking into.

A sample document