Helping you make the most of your agency management solutions

Volume 4, Issue 11  November  2005

New Orleans agency calls AppliedOnline �saving grace� since hurricane

�AppliedOnline has been our saving grace since Hurricane Katrina. Thank goodness we switched to AppliedOnline in May of 2004! I don't even want to think about the added misery we would be experiencing if we were still operating from our old, in-house system.  I can't praise Applied Systems enough for its product and excellent support before, during, and after the storm. Thanks so very much, Applied!�                                                                --Johnny Fisk, Vice President

John W. Fisk Company
New Orleans, LA

At Client Solutions News press time, John W. Fisk Company was still without telephones, electricity, and safe running water; but staff members felt extremely lucky, because the storm effects could have been worse. Employees are scattered, working out of hotel rooms and other locations where an Internet connection is available so they can service customers.

Johnny Fisk said, �One piece of advice to all existing and future AppliedOnline customers: Use the system to its fullest possible extent. Enter all of the information you possibly can into the system. It is well-designed and can literally allow you to conduct business from anywhere in the world at any time, especially when your customers need you the most--after a disaster.�

Success stories like this and others from users have prompted Applied Systems to extend free migration to AppliedOnline for yet another month (see November specials). For information on migrating to TAMOnline or VisionOnline, contact Client Solutions at 800.999.5368 or [email protected].

To read about the AppliedOnline experience of Wellington Associates, a Mississippi agency affected by Katrina, click here.

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Agents Helping Agents

For a list of agencies offering to help colleagues displaced by recent hurricanes, click here. Services offered range from office space to helicopter services.

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November Specials

For a limited time, Applied Systems offers FREE migration from your LAN system to TAMOnline or VisionOnline, the Internet-based versions of TAM and Vision. Calculate operating savings with our total cost of ownership tool. Grow your book of business by devoting time and energy to selling insurance and servicing customers instead of managing your IT concerns.

Also, until November 30, save 10 percent on subscriptions for web-based training and interactive computer-based training.

For information on AppliedOnline and discounted training subscriptions, contact Client Solutions at 800.999.5368 or [email protected].

In this issue:

New Orleans agency calls AppliedOnline� �saving grace�

November Specials

Agents Helping Agents

Disaster assistance from IVANS�

Important Notice for users on TAM version 6.2.0 or earlier 

User note for AppliedOnline 

Vision�s Import/Export option saves data entry time

Applied Systems reference agencies 

2005 TENCon draws record attendance 

Protecting your data in an emergency

TAM helpful hints

Receiving multiple copies of Client Solutions News?

On the road in November

Your Client Solutions Department

Applied Addresses and Phone Numbers

Disaster assistance from IVANS

Hurricane-affected agents are reminded that IVANS� will increase--free of charge--the archiving of data held in the Information Exchange and ECS mailbox services for as long as needed.

Using the U.S. Postal Service, IVANS will identify the ZIP codes hit hardest to determine which agents (y-accounts) could have been affected. IVANS will then automatically increase the file archive so when the agencies are back in business, they can retrieve their files. ECS will retain its archive indefinitely; Information Exchange has been expanded from 60 to 120 days and can extend further if needed. If you know of agents affected by the storms, please notify IVANS with the agency name and y-account. IVANS will immediately take the necessary actions.

Also, keep in mind that IVANS is committed to assisting with telecommunication needs, offering special, at-cost pricing until agents can re-establish permanent connectivity. For assistance, please contact an IVANS account manager or Tim Hisch, Offering Manager, EDI, IVANS, Inc., at 513.943.8894, fax 203.601.4272, or [email protected].

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Important notice for users on TAM version 6.2.0 or earlier 

AT&T announced the January 1, 2006, withdrawal from dial and leased line services used in TAM version 6.2.0 and earlier. What does this mean to your agency? The products used to run batch interface for upload and download will no longer function. To ensure that there will be no interruption in your batch interface service, you must upgrade your TAM system if you are on 6.2.0 or earlier.

Contact Client Solutions at 800.999.5368 or [email protected] for upgrade information.

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User note for AppliedOnline 

To view free TAM or Vision training sessions or webinars from the web site for Applied University, Applied Systems� training resource center, please cut and paste http://au.appliedsystems.com into your local web browser.  Attempting to access this site within your TAMOnline session or TAMOnline email account will result in an error message. 

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Applied Systems reference agencies

�Thank you� to all agencies that have agreed to serve as references for agencies seeking information on Applied Systems products. Remember, a Client Solutions representative will email your agency contact person every six months to confirm whether you would like your agency to remain on our reference list. Please take a moment to reply to these emails. Would you like to be an Applied Systems reference? If so, tell us what products you use and why you like them. Please contact Client Solutions at 800.999.5368 or [email protected]

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2005 TENCon draws record attendance 

Congratulations to ASCnet, Applied Systems Client Network, on hosting a spectacular annual conference last month in Nashville, Tenn. �Celebrate!�, ASCnet�s 2005 Technology, Education & Networking Conference, was a memorable celebration of the user group�s 20th anniversary. Record attendance and more educational sessions than ever made this year's annual event "the most valuable ever," according to many participants.

Staff members from Client Solutions, Support, and other Applied Systems departments were delighted to meet with so many customers in the TENCon Exchange, in classrooms, at mini-sessions, and at Theme Night as J.T. Taylor from Kool and The Gang made the dance floor the ultimate place to �Celebrate.�

Mark your calendar now for next year�s TENCon, scheduled for September 26-30 at the Gaylord Texan Hotel in Dallas, Texas.

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Vision�s Import/ Export option saves data entry time

Has a customer ever sent you an Excel spreadsheet of 50 vehicles to be insured?  Has an insured asked you for a data file of its 100 locations for purposes of review before renewal? Did you know that Vision has an import/export option that spares you the agony of entering all that data?  

From Home Base, click on Utilities, change the show to Import/Export Setup and Utilities, and click on Import/Export Data Utility. Here you can create a template for data being received or sent.  Select the fields and the order in which they should appear in the file. Data can be imported from or exported to a comma delimited, tabbed delimited, or fixed file format.  A template can be created for these schedules: boats, equipment, glass, locations, people, signs, and vehicles.

Once the template is created, you can import/export right from the Account Information section of the client�s electronic file. If necessary, a template change can be made by accessing the template right from Account Information.

Also, when exporting, you have the option to choose which policy the data should be exported from, and you can create the data file as an attached spreadsheet in the client�s electronic file.

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TAM helpful hints

Outlook Synchronization. Install version 7.1.1 patch 18, and you can move TAM activities to your Microsoft� Outlook mailbox and move Outlook tasks and calendar entries into TAM. Activating the synchronization feature gives you more detail in each item when it�s loaded into Outlook: Customer�s TAM code, contact information, address, city, state, and phone number will be in your Outlook task list or calendar.

More information is available by clicking here to attend a recorded webinar.

TAM 7.2 MAPI Enhancements. Install version 7.2, and you will receive several MAPI enhancements. TAM 7.2 allows you to auto-attach an email sent from any entity, view embedded email attachments from Home Base, and insert multiple attachments into a single email.

More information is available by clicking here to attend a recorded webinar. (This webinar also covers installation of the new TAM email signature, selecting TAM Contacts for email attachments, and Contact integration in fax@vantage.)

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Receiving multiple copies of Client Solutions News?

If you receive multiple copies of Client Solutions News or other Applied Systems publications, you or any of your staff might have entered an email address multiple times through the ASI Web Portal for users.

To correct the situation, please review your user portal name profile. Click on this link to review "Overview of Portal Tabs" For your convenience, this link will appear near the bottom of future issues of Client Solutions News.

Helpful hints:

�         Forgotten your password? Click on the Forgot Password link on www.appliedsystems.com. If you forgot your user name, email [email protected], and a Client Solutions marketing representative will 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 November

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.

9

18th Annual Great Lakes Automation Day

   East Lansing, MI

Kathy Breen 

12 -15

MAIA

     Boston, MA

Dexter Wood & Mary Snyder

15

IIA of Indiana

   Indianapolis, IN

Brian Stamper

16

CPCU Society Oregon Chapter
40th All Industry Day

    Portland, OR

Shannon Patalano

17

IIA of CT

    Plantsville, CT

Tim Norman & Barb Becker

22

All Industry Day

      Dallas, TX

John Strezo

Your Client Solutions Department

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

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

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

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

Anita Otten � [email protected] � Sales and Marketing Coordinator

Denise Marcukaitis � [email protected] � Sales & Marketing Coordinator

Bob Sekula � [email protected] � Regional Sales Coordinator

*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