Helping you make the most of your agency management solutions

Volume 4, Issue 10  October 2005

Help for hurricane victims

When Hurricane Katrina raged at the Gulf Coast on August 29, she left many insurance agents unable to tend to customers or conduct business normally, if at all. Applied Systems followed the lead of The Zutz Group of Wilmington, Delaware, to offer assistance to fellow agents in need. The Zutz Group asked Applied Systems to use our Web site to communicate that the agency was ready to assist any agents affected by the hurricane.

Immediately, other Applied Systems customers joined the relief effort and, to date, more than 50 agencies have offered office space, equipment, phone lines, trailers, and even their homes. One agent who is a licensed pilot offered to helicopter into the devastated area to transport people and supplies. When Hurricane Rita hit, the agencies reaffirmed their willingness to help.

In addition, Applied Systems has assisted several hurricane-affected agencies in going live on AppliedOnline, our Internet-based agency management systems. If Katrina or Rita interrupted your business, and you need to resume operating quickly and efficiently using TAMOnline or VisionOnline, please contact Client Solutions at 800-999-5368 or email [email protected].

Applied Systems would like to thank all the agencies that have offered time and resources to those in need.  We will continually update our �Agents Helping Agents� list with those who want to help. The list is available at http://www.appliedsystems.com/Katrina.aspx

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In this issue:

Help for hurricane victims

Mississippi agency live on TAM within a week after Katrina

TAM/Vision Development News

New TS technology

Don�t let this happen to you

Reminder: Notice for Novell NetWare 3.x and 4.x users

Did you know...?

Attention TENCon registrants

Share TAM tips and Vision valuables

Receiving multiple copies of Client Solutions News?

Do we have your attention?

On the road in October

Your Client Solutions Department

Applied Addresses and Phone Numbers

Mississippi agency live on TAM within a week after Katrina

On September 7, 2005, Pam Wellington of Wellington Associates, Inc., reported to Client Solutions Senior Sales Representative Sue Veen: �After Katrina, all we needed was power and our T1, and we were back in business.  We had TAM before we had phones! Talk about disaster planning!�

Wellington Associates--an Applied Systems customer since 1991 and a TAMOnline user since April 2003--was one of many agencies unable to open for business the day after Hurricane Katrina.  Once Pam Wellington was able to reopen, she knew that migrating to TAMOnline had been the right business decision.

Pam said: �I think everyone from California to Maine has been, or will be, affected by Hurricane Katrina.  Although our office in Jackson, Mississippi, did not receive near the devastation that southern Mississippi and New Orleans did, we were without power, phones, and gasoline for a week following the storm.  How comforting to know that our data and system were still accessible.  Since Wellington Associates has TAMOnline, we were able to send several employees to another location north of Jackson, forward our phones, and begin processing claims for our insureds.  It was as easy as finding a place with electricity and internet service.  Thank you, Applied Systems, for designing TAMOnline. We all sleep better at night.�

If you are considering migrating to AppliedOnline, now is the time to investigate.  Applied Systems is offering FREE migration from your LAN system to TAMOnline or VisionOnline, saving you at least $1,000. For more information, contact Client Solutions at 800-999-5368 or [email protected].

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TAM � Development News � Vision
Enhancements will be available soon in TAM 7.3 and Vision 3.3 updates.
For details, watch upcoming issues of Client Solutions News and Facts Express, and check www.appliedsystems.com.
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New TS technology

TAM 7.2 introduces IVANS Transformation Station's newest technology, WebDNA, which allows agency and user configurations to be stored on the TS servers. This technology provides tighter security for Transformation Station transactions and allows user credentials to be administered and maintained automatically by carriers if chosen.

Review this recorded webinar to learn changes in the latest TAM update, as well as changes to daily workflow and administration of your TS account: Webinar.

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Reminder: Notice for Novell NetWare 3.x and 4.x users

With the upcoming release of TAM 7.3, Applied Systems will require long filename support for all NetWare volumes that hold TAM executables and/or data. Special considerations: Performance may be slightly affected; and additional RAM may be required, as name spaces require additional memory for directory cache and management.  For information, contact Client Solutions at 800.999.5368 or [email protected].

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Did you know...?

You can capture up to eight facts about a single individual in an insured�s office, and then search by those fields.  This feature, once available on TAM�s Personal Info screen, now resides in Contacts (versions 7.2  and  7.1.x).  Since these fields are agency-defined, it�s easy to capture very specific information.

To learn more about this feature, please click here to refer to the KnowledgeBase.

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Don�t let this happen to you

When was the last time you checked the integrity of your backup tape?  Are you certain your backup tape is restoring your data?

An agency telephoned Applied Systems to say its server had crashed and the agency needed to purchase a new one.  During onsite installation by a systems consultant from Applied Systems, the agency�s backup tape was found to be faulty. What�s worse, all of the agency�s backup tapes were determined to be bad. After exhausting all other avenues for retrieving their data, the agency had no choice but to turn to a data salvage company to try for retrieval.

This is only one problem that could arise if you don�t check the integrity of your backup tapes. Please don�t find yourself in this situation. Contact Applied Systems Support at 800-999-6512 or [email protected] and ask to have your backup tape checked.  Did you purchase your file server locally?  You�ll want to contact your local tech.  It�s worth the phone call!

NOTE:  Applied Systems manages both the backup and verification processes for all AppliedOnline customers.

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Attention TENCon registrants

Appointment slots are filling up fast for users who want to schedule time with Applied Systems Client Solutions representatives at the 2005 Technology, Education & Networking Conference (TENCon) being hosted by the Applied Systems Client Network (ASCnet) October 18-22 in Nashville, Tennessee.

If you will be among the nearly 2,000 participants at this year�s TENCon, consider scheduling some time with an Applied Systems professional to discuss your agency�s hardware requirements, new remote configurations, or other solutions to accommodate your technology needs; or to obtain upgrade quotes, product information, or answers to your technology questions.

Appointments are scheduled first-come, first-served.  Please email us right away to reserve your appointment! Click here to make an appointment with Client Solutions. Click here to make an appointment with Support.

To register for TENCon, click here to visit ASCnet's Website.

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Do we have your attention?

We would love to hear from you! What type of articles or information would you like to see in future issues of Client Solutions News?  Kindly drop us a line at [email protected].

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Share TAM tips and Vision valuables

In last month�s Client Solutions News, we asked you to email us with any informational or opinion-seeking questions.  Here are some questions and a tip we received:

Q:  We had talked about Vision being able to have a drag-and-drop feature for attaching emails to client files.  When is this expected to be released?  The Enhancement Committee thought it could be done rather easily and would be in v3.0.  --Judy VerVoort, Insurance Services, Appleton, Wisconsin.

Q:  Are there any plans for future versions of fax@vantage to use the PDF format rather than TIF; or, will it allow the option to choose the desired format in the server settings.  --Anne-Marie N. Rice, Scheetz, Horgan, Freeman & Phillips, Greenville, South Carolina.

In answer to both questions:  While we cannot commit to a date for inclusion of these features, the product maintenance requests (PMR) are in review in Applied Systems Product Management. (A class explaining the PMR process will be available at TENCon. To register for TENCon, click here to visit ASCnet's Website.)

TAM user tip:  When in property apps on the Premises Information page, you can double-click on the Premises # box and look at the physical addresses of each location. That is sooooooo cool!  We just upgraded to 7.2, so maybe it came w/ the upgrade.  If it was there before I didn�t know it and spent a lot of time flipping back and forth between the prop app and commercial lines app. --Marlene Shepherd, Snyder Insurance Agency, Bloomington, Illinois. 

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Receiving multiple copies of Client Solutions News?

If you have been receiving multiple copies of Client Solutions News or other Applied Systems publications, you or any of your employees might have entered an email address multiple times through the Applied Systems Web Portal.

To correct the situation, please review your user portal name profile. Click on this link to review "Overview of Portal Tabs"

Helpful hints:

  • Forgotten your password? Click on the Forgot Password link on the www.appliedsystems.com home page. If you forgot your user name, email [email protected], and a client marketing representative will be happy to assist you.

  • Please do not create another user name and password. This could generate multiple emails to you.

  • Please remember to keep one account active to receive Applied Systems publications, which are filled with useful product information, helpful tips, and suggestions for enhancing sales opportunities.

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Applied Systems on the road in October 

Our representatives look forward to meeting you at the following events this month. To find out where Applied Systems representatives will be in upcoming months, click here.

5-7 Lincoln, NE                         IIA of NE
(Tom Van Zandt)
9-11 Sioux Falls, SD   SD Association of Insurance Agents
(Tom Van Zandt)
18-22 Nashville, TN                      ASCnet TENCon
(
Barb Becker, Sue Veen, Mary Snyder, Jennifer Burdick, Marlene Brown, Vicki Deatherage, Jessica Grissom, Jeff Purdy, Darcy Waddell, and Brian Stamper
19 Sacramento, CA                 IBA of Sacramento Big I Day
(Dustin Naughton)

Your Client Solutions Department

Barb Becker �  [email protected] � Sr. Account Representative

Becky Davis � [email protected] � Sr. Account Representative

Vicki Deatherage � [email protected] � Sr. Account Representative

Russ Powell � [email protected] � Sr. Account Representative

Mary Snyder � [email protected] � Sr. Account Representative

Sue Veen � [email protected] � Sr. Account Representative

Shannon DeGroot � [email protected] � Account Representative

Jennifer Burdick � [email protected] � Account Representative

Marlene Brown � [email protected] � Sr. Vice President

Nikole Kickert � [email protected] � Sales Assistant

Jessica Grissom � [email protected] � Sales Assistant

Mandy Dolliver � [email protected] � Client Marketing Representative

Donna Eklund � [email protected] � Client Marketing Representative

*Offers cannot be used in conjunction with any other promotions or discounts from Applied Systems. Orders placed with Applied Systems prior to this promotion are not eligible for this special. These offers do not apply to expenses billed in addition to certain services rendered, any type of maintenance fees or to hardware sold outside of the 50 United States.

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Applied Systems, Inc.

200 Applied Pkwy., University Park, IL 60466
800-999-5368 Sales 
�  800-999-6512 Support
www.appliedsystems.com