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Helping you make the most of
your agency management solutions |
Volume 4, Issue 7 July 2005 |
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ROI for fax@vantage�
What return on investment
can you expect with Applied Systems� fax@vantage�? Quantifying
your savings with this product is almost impossible because of
the major savings it yields. But consider this information,
compiled in our informal ROI analysis:
Conventional faxing
requires:
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Printing documents, involving cost of time, paper, and toner
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Leaving a desk and going to a manual fax machine
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Waiting to see if the fax has been transmitted
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Filing paperwork and/or scanning it and attaching it to a client
file
Our desktop faxing
solution eliminates these time- and money-wasting components. If
fax@vantage saves a CSR only 30 minutes each day (a conservative
estimate, since many studies say a conventional fax takes an average
seven minutes), an agency�s annual savings would be $2,188 per CSR.
For an agency with 20 CSRs earning $17.50 per hour and working 50
weeks per year, the annual savings would be $43,750 just in payroll.
Material savings would be additional.
Can you afford not to use
fax@vantage? To inquire about fax@vantage for
your agency, contact
Client Solutions at 800.999.5368 or email us at
[email protected]. |
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Transfer free
Applied Systems
continues its offer to waive the usual fee for migrating from your
in-house agency management system to TAMOnline� or
VisionOnline�. Your agency will save at least $1,000 with
this offer.* Also, our total cost of ownership analysis will help
determine the additional savings you will realize with an online
system.
For information on free migration to AppliedOnline�,
contact Client Solutions at 800.999.5368 or
[email protected]. |
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Fax to the max
Send documents
without ever leaving your desk by using fax@vantage�, our desktop
faxing solution that fully integrates with your agency management
system. Through July 29, get 15 percent off your fax@vantage
purchase.* The newest enhancements to fax@vantage ensure that your
transmissions are stable, secure, and efficient.
Users report
fax@vantage saves time and is much easier to use compared to older
fax methods. For more information, see �ROI for fax@vantage� in this
issue.
See a
fax@vantage demo at au.appliedsystems.com.
Click on the TAM Training tab and select fax@vantage
under Free Tutorials; or click on the Vision Training
tab and select fax@vantage under Vision Training.
For information,
contact Client Solutions at 800.999.5368 or
[email protected].
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Are you ready for migration
to online?
Courtesy of
Applied Systems Support technicians, here is a practical �to-do�
list for agencies about to migrate from in-house TAM to TAMOnline�.
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The night
before migration, execute successful pack and reindex functions
(packing is removing all database items marked for deletion;
reindexing is refreshing the index files for your database).
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Ensure that
users do not sign into TAM while data configuration is
working
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Be sure that
accounting is up-to-date (preferred) or within a few months of
current (at worst)
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Run TAMStart
before migration to verify there are no errors
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Run TAM 7.1.1
preinstall instructions to be sure all components are in the right
locations
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Establish
server addresses and passwords for migrating any third-party or
agency.com email accounts to the online system (not necessary, but
helpful)
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Already be on
TAM 7.1.1, updated all the way (ideal, but not necessary)
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Key Agency, Inc., in Englewood, FL, migrated from
hosting TAM in-house to TAMOnline, partly because of the 2004
hurricane season.
�We reviewed our server space earlier this
year and obtained pricing from our Applied Systems rep for a
replacement, as it was that time again,� said Kathleen Russell, Key
office manager and general lines agent. �Our rep mentioned the
TAMOnline solution again. We had previously discussed this option.
So I did a price comparison.�
�It turned out to be a little bit less per
month to have Applied Systems host our data, all things considered,�
Russell said. �And after last summer�s hurricanes, it was an easy
decision to migrate to the online version.�
Last
summer, Russell found herself huddled in a closet late at night
during the weekend when Hurricane Frances churned and struck about
ten miles away. That night, Applied
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Systems and LiveVault Backup and Recovery Service
assisted Russell in restoring files when the agency lost power. At
7:25 the morning after the hurricane, Key Agency�s data was
restored, and the business was ready to operate with TAMOnline.
Appreciating the benefits of the online system, Russell and the
agency were ready to migrate. �Our information is much better
protected in the Applied Systems �vault� than it was in our office,�
Russell said. �Also, we do not have to pay for a separate online
backup service or worry about a data download in an emergency. Our
information is available to us anywhere there�s an internet
connection. It gives us great peace of mind during the storm
season.�
For
information on migrating to TAMOnline, contact Client Solutions at
800.999.5368 or
[email protected].
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On the road
Applied Systems
representatives are scheduled to attend the following events in
July. Stop by to see us. We�ll be in the booth that provides the
power to make you more profitable�.
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July 14-15
Branson, MO:
MAIA Leadership Conference
(Client
Solutions Senior Account Representative Mary Snyder will attend)
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July 18-19
Destin, FL:
Insurers of Tennessee
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July 31-August
1(tentative)
Point Clear, AL:
PIA of Louisiana
To find out
where Applied Systems representatives will be in upcoming months,
click
here.
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Use TAM�s
Marketing Wizard to identify targeted customers, then place
automated sticky notes into files to remind agency staff to ask for
new business.
Example: Run a
search for insureds who have auto but not home through your agency.
To each file, attach a sticky note with a reminder that the next
time the insured is on the phone, the CSR should ask for insured�s
current homeowner�s policy expiration date. Enter the expiration
date in Activities to prompt a call 90 days in advance. It's
a great
way to increase revenue and customer retention.
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Call Support
toll-free
A key to
maximizing the benefits of your agency management system is
establishing effective communications with our Support team.
Remember to call toll-free 800.999.6512 when you need the
expert assistance of our Support professionals. Regular operating
hours are 7:30 a.m. to 7 p.m. CST.
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Wanted: Old
hardware
No, we�re not
developing a retro version of TAM or Vision. For historical reasons,
we need certain pieces of old equipment. If you have one of the
following items collecting dust in a warehouse or other storage
facility, please contact
[email protected]: a televideo, a Wyse workstation, a
Kimtron KT-70, or an IBM XT.
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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
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Applied Systems, Inc.
200
Applied Pkwy., University Park, IL 60466
800-999-5368 Sales
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800-999-6512 Support
www.appliedsystems.com |
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