usergroups - workflow

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.

Procedures Manual

Duration: 1.5 hours

Audience: Managers

You cannot achieve real utilization of your automation system without a procedures manual. If you have struggled with how to begin or cannot see the importance of having one, this is the session for you. The value of procedures, suggestions for how to start, and the all-important distinction between procedures and workflows will be discussed.

Auditing Workflows and Procedures

Duration: 1 day

Audience: Managers

Does your agency have procedures it uses, or just a set to satisfy the requirements for your E&O carrier? Are you assuming everyone follows those procedures or do you verify that process via auditing? Are compensation levels based only on commission volume supported, rather than on the quality of an individual's work?

In this session you will receive ideas for where to start and what to look for in auditing the work of your service staff. We will include discussion about what you should look for in this review, who does this work, and how often? What kind of impact will this have with your staff? Do we share results with them collectively or individually?

Proposals

Duration: 3 hours

Audience: Document Managers

This course will cover all of the relevant aspects of integrating Microsoft Word within WinTAM and proposal documents as well as form letters. The primary focus will be on data integration, formatting of that data, and eliminating the need to manually format the merged document. Specifics to be covered include

Word Field Usage
Document Mapping
Paragraph Formatting
Word Styles
Tables
Numeric picture formatting (i.e., adding commas and $ signs)
Borders and Shading
The TAM Replicate Command
Conditional

During the class we will be demonstrating with the free set of proposal documents that are available for you to download at your agency. We will show how to install the documents onto your TAM system, and with the tools covered in the class, you should be able to edit these documents as well as create new ones you may need at your office.

Invoicing for Non-Accounting Personnel

Duration: 1.5 hours

Audience: CSR's

This session will review invoicing issues and is directed at any non-accounting staff, including CSRs and managers. The focus is on how to correctly invoice in TAM and make the best use of what is available to you. Basic invoicing will be reviewed with emphasis on available options often overlooked. Installments will be reviewed as they are often used inefficiently. Financing issues, account views, and the impact of invoicing on the Book of Business Report will also be reviewed.

Activities A to Z

Duration: 3 hours

Audience: CSR's / Managers

The subject of activities in TAM comes up in nearly every presentation, but it is rarely addressed as a topic unto itself. This session will focus exclusively on this subject. It will include the basics of activity entry, how to make best use of activities, organizing them in a helpful way, hints to facilitate the completion of each entry, issues related to drill-down connections, their connection to workflows, using activities to automatically generate formletters and the reporting possibilities that become available once activity usage is proceduralized and consistent.

The Forest vs. the Trees

Duration: 3 hours

Audience: Managers

Many presentations focus on very specific areas of TAM usage. This session will stand back a bit from the specifics and look more at the generalities that are significant to how you can best utilize TAM work for you. Examples include: How to manage policies or clients no longer written by the agency? To use prospects or not to use prospects? Suggested alternative uses of the occupation, note and code fields and why they are so important. Conglomerates and their value. Using TAM for non-P&C business. Who's responsible for quality control? What is the appropriate utilization level for agency producers? Sometimes there is more than one way to store data in TAM. You need to hear what the choices are to make the decision for your agency. It will be assumed that attendees have at least a basic knowledge of common workflows in TAM. This course is most successful with two presenters.

CSR Tips and Techniques

Duration: 3 hours

Audience: CSR's

The focus of this session is to help CSRs get more done with the tools already available but commonly underutilized.

Electronic Filing

Duration: 3 hours

Audience: Everyone

This session will discuss scanning and imaging; moving from paper files to electronic files. We demonstrate scanning and attaching the image to a specific client and policy within TAM as well as a discussion of external filing options and the pros and cons of each.

Marketing with TAM

Duration: 3 hours

Audience: Producers / Managers

This includes a review of specific prospect and client data fields with suggested usage, importing prospects from a purchased database into the TAM prospect system, and generating automated direct mail campaigns from TAM via activity entries, and tracking (via reporting) the results of marketing efforts.

TAM Tips and Techniques

Duration: 1 Day

Audience: Everyone

The focus of this class is to help staff get more done with the tools already available but commonly underutilized. Included are:

Important WinTAM setup options
Tips and shortcuts at the client level
Agency wide policies governing the use of the system
New features available with upgraded versions

This class can be split into two halves. The first half covering the items most commonly used by CSR's, and the other concentrating on items for system administrators and accounting personnel. If split, Managers should plan on attending the entire seminar.