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Helping you make the most of your agency management solutions
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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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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 |
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*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.
To subscribe or unsubscribe to this newsletter, please click
HERE.
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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 |
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