Reporting Classes

The Guide to TAM Reports

Duration: 1 day

Audience: Managers

This session is actually 2 presentations of 1.5 hrs each: Examples of materials covered in Personal Lines Workflows include renewals, auto ID cards and change requests. In Commercial Lines workflows includes renewals, certificates, and change requests. Particular focus is placed on workflows where users commonly misunderstand or fail to take advantage of TAM's functionality. Suggested shortcuts are offered wherever possible.