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Volume 6, Issue 1
Efficient document management with TAM and Vision
You always had the ability to organize and maintain all paper and electronic correspondence within TAM and Vision. Now we’ve added a cost-free bar coding element to make it even more efficient. Without leaving their desks or launching a different program, everyone in your office can be only a few clicks away from seeing information that used to be held up in the paper file. TAM 8.0 and Vision 4.0 include a bar coding enhancement to the batch scanning feature of the document management function. You no longer have to treat each account’s paper as a separate scanning job. Now, you can scan all the day’s paper as a single batch. The system parses the information and automatically attaches it to appropriate accounts. A bonus: The system automatically creates associated activities for drill-down purposes. If you use back-end scanning, this enhancement dramatically improves the process by eliminating the need to locate and attach images to the correct account from the unrouted folder. If you scan on the front end, the workflow does not change unless the person responsible for scanning wants to batch the paper and allow the CSR to work directly from the attachment and/or activity list. Whether your system is online or in-house, you can appreciate how this doc management feature brings you closer to paperless operation. For more information on TAM and Vision document management, read on, and contact Client Solutions at [email protected] or 800-999-5368 (U.S.) or 800-387-2028 (Canada).
Why you don’t need separate doc management software
Further, third-party document systems might integrate now with TAM or Vision, but will they in the future? Some third-party solution providers are already making changes that might not allow this integration. Why take the chance? Applied Systems is committed to investing in development to continually improve document management features in TAM and Vision. TAM 8.0 and Vision 4.0, in-house and online, provide for batch scanning and automatic routing, a simple combined solution that:
Since the doc management capabilities are in the system, the only cost you might incur is to purchase a multi-page scanner--if you don’t already have one. If you don’t, consult our hardware guidelines for TAM and Vision. For more information, contact Client Solutions at [email protected] or 800-999-5368 (U.S.) or 800-387-2028 (Canada).
Does doc management in TAM and Vision really save time and money?
Tench also appreciates the personnel efficiencies. “When we started using batch scanning, we found we could have a junior employee do the scanning and attaching to customer files in TAM,” Tench said. “Our CSRs immediately found time savings, as electronic images are always at their fingertips to be updated, faxed, or emailed.” “We did not incur any cost in implementing bar coding, since we already had a multi-page scanner,” Tench said. Elaine Mustari of Twin City Group in Minneapolis, Minnesota, says: “This allows the CSR to focus on servicing customers, not being required to handle clerical tasks. With the new feature, the person scanning doesn’t necessarily need to know anything outside of how to scan in the paper.” Further, Mustari likes the insurance that items are attached to the right accounts and that all information is located in the agency management system. “TAM has everything we need,” Mustari said, explaining why her agency uses TAM for document management and does not use a third-party system. “We prefer to have all our information in a single system. CSRs only need to look in one place to see everything they need to service the account.” For more information, contact Client Solutions at [email protected] or 800-999-5368 (U.S.) or 800-387-2028 (Canada).
How to start using your system to go paperless
ICBT Tutorial. If you have a current ICBT subscription, you can view ICBT lesson T-SA065, “01-Barcoding and Batch Scanning.” For additional information and pricing, please contact Client Solutions at [email protected] or 800-999-5368 (U.S.) or 800-387-2028 (Canada). Webinars (TAM users only). Back in March by popular demand. This series will show you how becoming a truly paperless agency is almost as easy as 1, 2, 3! Is your agency looking to go paperless, but you just don’t know where to begin? Are you overwhelmed with the decisions involved with becoming paperless--deciding which scanning methodology best suits your agency, determining exactly what to scan, identifying how to incorporate new scanning processes into your current TAM workflows, etc.? If so, then this webinar series is for you. Sponsored and presented by Applied Strategic Services, each session below is offered twice each week. Simply choose the date for each session that works best with your schedule.
Call now for reservations. Seats are limited, and orders must be placed by February 16. For sign-up and pricing information, contact Client Solutions at [email protected] or 800-999–5368 (U.S.) or 800-387-2028 (Canada). Two-day onsite consultation. In response to agency requests, Applied Strategic Services developed this service to help your agency understand what being “paperless” means for your unique business environment. We cover:
For additional information and pricing, contact Client Solutions at [email protected] or 800-999-5368 (U.S.) or 800-387-2028 (Canada).
New users expand Applied Systems global community
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