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Course Catalog

Access our training offerings 24/7 to take advantage of Applied's many product-specific and role–based courses to increase the productivity of your organization. You’ll learn the skills required to become an Applied TAM expert. Whether you’re adding your first policy or you're running reports, these courses will show you the best practice when performing your job.

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General

Legend:
Items with this background color are Applied TAM Canadian Broker Tutorials
Items with this background color are Applied TAM Courses (times shown are for recorded classes only)
Course #	Course Name	Objectives	Time
TS001	Change Management View Recorded Class	Defining the change Understanding the business considerations Exploring the phases of the change Plan for change	25
TS002	Windows Basics	Identify the Windows Control Elements Identify the Windows Cursors	10

Servicing

Legend:
Items with this background color are Applied TAM Canadian Broker Tutorials
Items with this background color are Applied TAM Courses (times shown are for recorded classes only)
Course #	Course Name	Objectives	Time
TS100	Introduction to TAM Live Class Registration View Recorded Class	Access the Client Portal Sign in to TAM	30
TS102	Client Portal Basics	Log in to Portal Change password Locate information resources Access Training Classes	6
TS103	Client Portal Administration	How to Add Users How to Modify Users Contact Support Using Online Chat/Log a Call Download Center	3 3 3 3
TS104	List Management	Change Column Width Change Information Displayed in a Column Add a Column Remove a Column Reset Default Columns	5
TS105	Filter Tab	Access the Filter tab Set up a Transaction List Filter	4
TS200	Home Base and Clients Live Class Registration View Recorded Class	Identify the Areas on Home Base Locate Clients and Files	60
TS202	Home Base	Access Applied TAM Explore Applied TAM Help Use Integrated Email Messaging Explore the Activity Center Add an Activity Close an Activity	1 2 2 3 2 3
TS203	Clients & Files	Access Clients and Files Use Dropdown Menu Use Scroll Bar Use Lookup Fields to Search Search by Phone Number Save a Search Search by Policy Number Search by Name	10
TS204	New Customer Workflow – Commercial Lines	Create a Customer Add a Policy Add an Application Print an Application Create a Binder Create Auto ID Cards Revise Application Detail	5 7 3 2 3 2 3
TS205	New Customer Workflow – Personal Lines	Create a Customer Add a Monoline Policy Add an Application Print an Application Create a Binder Create Auto ID Cards Revise Customer Detail	4 6 3 2 3 2 3
TS206	New Customer Workflow – Benefits	Create a Customer Add a Policy Add an Application Revise Customer Detail	6 6 6 6
TS209	Filter	Set the Filter Options Turn the Filter Off	6
TS210	Barcode Generator	Fill Out the Barcode Printer Details Scan the Barcode and Attachment	6
TS214	Front End Scanning	Print Operator Barcodes Print Document Separators Gather Scanning Materials Scan Documents Use the Image InBox	7
TS216	Print a Receipt for Cash	Print a Receipt for Cash	4
TS219	Receptionist	Edit Take Message Details Log a Call Review Receptionist Buttons Review the Address Book	6
TS225	Outlook Synchronization	Access Outlook Synchronization Transfer Outlook Item into an Activity	7
TS228	Dashboard	Access Dashboard Dashboard Reports Dashboard Inbox Dashboard Links Dashboard Messages Dashboard Employee In/Out Box	8
TS250	myTAM Overview View Recorded Class	What is myTAM? Accessing myTAM myTAM Overview	12
TS300	Prospects Live Class Registration View Recorded Class	Prospect Detail Prospect Policies – Policy Detail/Applications	58
TS302	Add a Prospect	Add a Prospect Add a Prospect Policy Add a Prospect Application Close Prospect Activities Create a Prospect Proposal Move Prospect to Customer	5 5 5 5 5 5
TS400	Contacts and Attachments Live Class Registration View Recorded Class	Contacts Commercial Info Screens Attachments Move Prospect to Customer	45
TS403	Manage Attachments	Manage Attachment Add Blank Letter Attach an Email to a File Acquire and Attach an Image Send an Attachment Through Email Attach an Existing File	3 5 6 2 2 4
TS404	Move Customer to Prospect	Select Move Client Options Select Policy Information	4
TS405	Add a Contact	Access Contacts Add a Contact	5
TS406	Modifying a Contact	Edit/View a Contact Delete a Contact	3
TS407	Contact Options	Access Michael Brown's Contact List Use the Info Move Option to Transfer Drivers Purge All Contacts Print Contact Screens Obtain an MVR using Real-Time	5
TS411	Commercial Info List	Add a Commercial Info Screen Print Commercial Info Screen	5
TS416	Create Formletters	Create Formletters Create an If Statement	10
TS417	Folders	Add a Folder Revise a Folder Delete a Folder	10
TS418	Create Proposals Documents	Create Proposal Documents Create Proposal Set Ups	9
TS500	Managing New Policies Live Class Registration View Recorded Class	Customer Detail Policy Detail Binders Auto ID Cards	39
TS504	Process Memos	Add a Non-Titled Memo Print a Pending Memo Reprint a Memo Move a Memo to History Without Printing	11
TS505	Add a Titled Memo	Create a Titled Memo Template Add a Titled Memo	7
TS508	Revise a Customer Policy	Revise a Billing Screen Save policy Data to History View Information Saved in History	5
TS509	Delete a Policy	Prepare the Policy for Deletion Delete the Policy	5
TS510	Customer Policy Options	Company Forms & Billing Screen Defaults Split Commission & Print Billing Screen Display Attached Items & Policy Quick View Active Policy View & Workflows	9
TS511	General Auto (Canada)	View General Auto	5
TS513	Habitational (Canada)	View Habitational	5
TS600	Policy Workflows Part 1 Live Class Registration View Recorded Class	Create Evidence of Property Policy Quick View Create Certificates	35
TS602	Processing Certificates	Add a Certificate Print a Certificate Add a Certificate Holder Reissue a Certificate	13
TS603	Add an Intermodal Interchange Certificate	Add an Intermodal Interchange Certificate Print the Certificate	3
TS604	Add a Vehicle or Equipment Certificate	Add a Vehicle or Equipment Certificate Add an Additional Interest Print the Document	4
TS606	Evidence of Property	Add an Evidence of Property Print an Evidence of Property	6
TS613	Billing Screen Options	Set up Billing Screen Defaults Print the Billing Screen	5
TS700	Policy Workflows Part 2 Live Class Registration View Recorded Class	Process Change Request Workflows Generate a Summary of Insurance Process Policy Cancellation Workflows	39
TS702	Process Change Requests	Create Change Requests Update Change Requests	7 5
TS703	Create a Cancellation Request	Create a Cancellation Print the Cancellation Request	6
TS704	Reinstate a Policy	Reinstate a Policy Print a Statement of No Loss	4
TS705	Summary of Insurance	Set up a Summary of Insurance Output the Summary of Insurance	5
TS800	Managing Renewal Policies Live Class Registration View Recorded Class	Process a Renewal Renew with Marketing Explain the Workflows for a Policy in History Renew with a New Line of Business Break Up a Package Policy for Renewal	29
TS807	Renewal with Future Application	Add a Future Application Remarket Policy Update the Current Policy Information Invoice New Policy Term Renew Certificates	3 7 3 2 3
TS808	Copy a History Policy to Current	Copy the History Policy Update the Billing Screen	3
TS900	Transactions Live Class Registration View Recorded Class	Agency Bill vs. Direct Bill Agency Bill Transactions View Additional Information Update and Delete Transactions Enter Memo Bills	53
TS902	Agency Bill Transaction	Access Transaction Details Show/Hide Policy Information Add an Accounting Note Add Messages to the Invoice and Gallery	5
TS903	Direct Bill Transaction	Create the Transaction Edit Transaction Details	5
TS904	Add an Installment Plan Using a Macro	Access the Transaction List Create an Installment Plan Use the Macro Substitution View the Installments	10
TS905	Add a Custom Installment Plan	Add a Custom Installment Plan Enter the Installment Details	7
TS906	Update Transactions	Revise and Delete Transactions Revise and Delete Installments	2 2
TS907	Add a Split Commission Transaction	Access Transactions Add a Transaction Enter Split Commissions Information	5
TS908	Process an Override Transaction	Add a Transaction Enter the Override Data	6
TS909	Transact an Audit from History	Update Current Billing Screen Add a Transaction from History Reset the Billing Screen	6
TS910	Add a Cancellation Transaction	Add a Transaction Update the Policy Status	6
TS911	Process a Financed Transaction	Process a Financed Transaction Reverse a CFN Transaction Reverse a FIN Transaction	4 2 2
TS912	Add a Broker Transaction	Add a Broker Transaction Locate a Broker Receivables	8
TS913	Add a Lienholder Transaction	Add a Lienholder Transaction Locate a Lienholder Receivable	5
TS915	Print Invoices from Transaction List	Print Invoices from the Transaction List Reprint Invoices from the Transaction List	4
TS916	Invoice Utility	View Invoices Update an Invoice Print Invoices	10
TS917	Account Views Lookup Options	View Options Lookup Options	10
TS918	Write-offs	Define theThree Types of Write-offs Write off a Client Balance	8
TS919	Enter PDC	Enter Postdated Cheques Apply Postdated Cheques Review Postdated Cheques	10
TS920	View PDC	Access Postdated Cheques Account Views Verify View Postdated Cheques information	3
TS921	Update PDC	Access Update Postdated Cheques Update Postdated Cheques	4
TS922	Binder Bill and PDC	Enter the Postdated Cheques Close the Binder Bills Reinvoice the Postdated Cheques	7
TS923	Process PDC	Enter a Cash Receipt Process the PDC's	6
TS924	Reports and PDC	Access Reports Run and Preview the Post-Dated Cheque Report	4
TS925	Process Binder Bills	Add a Binder Bill Transaction Close a Binder Bill Transaction	5

Reports & Marketing

Legend:
Items with this background color are Applied TAM Canadian Broker Tutorials
Items with this background color are Applied TAM Courses (times shown are for recorded classes only)
Course #	Course Name	Objectives	Time
TR100	Reports & Marketing Live Class Registration View Recorded Class	Access Reports Identify Screen Geography Run Reports Plan a Search Set the Search Parameter Run the Search	41
TR102	Overview	Identify the Options on the Applied TAM Reports Screen Identify the Buttons on the Applied TAM Reports Screen Identify the Tabs on the Applied TAM Reports Screen	12
TR103	Standard Criteria	Access the Expiration Report's Criteria Identify and Modify Report Criteria Settings Modify Report Criteria	8
TR104	Extra Criteria	Understanding Extra Criteria Creating an Expression Verifying and Running the Expression	9
TR105	Multiple Conditions	Access the Expression Builder in Reports Create an Expression with Multiple Conditions Verify the Expression	10
TR106	Functions	Understanding Functions Accessing Expression Builder Setting up the Expression Verifying and Running the Expression	6
TR107	1099 Report	Flag a Producer to Receive a 1099 Form Run 1099 Report to View Entities Needing a Form	3
TR200	Marketing Live Class Registration View Recorded Class	Basic Marketing Prospect Downloads Mass Mailings	49
TR300	Advanced Report Searches View Recorded Class	Plan a Search Use the Searches Available in TAM Select Data Fields for a Custom Search	32
TR320	Use the Change Activity File Utility	Access Change Activity File Utility Edit the Change Activity File Utility criteria Run Update Using Night Utilities	6
TR400	Edit Report Format View Recorded Class	Use the Report Design Screens to Build a Search	46
TR500	Variables and Totals View Recorded Class	Creating and Using Report Variables Use the Report Title Band and Report Summary Band	26

Setup & Administration

Legend:
Items with this background color are Applied TAM Canadian Broker Tutorials
Items with this background color are Applied TAM Courses (times shown are for recorded classes only)
Course #	Course Name	Objectives	Time
TM100
TM102	Access Security Manager for the 1st Time	Access Security Manager Set Rules for Applied TAM Security Add User Code Delete User Code	15
TM103	Manage User Security	Adding Users in Security Manager Setting Up Program Access for Users	10
TM104	Manage Group Security	Revising Program Access for Groups Adding and Revising Groups	11
TM200
TM203	Set Up Close-Day Procedure	Access Close-Day Setup Agency/Branch/Forms Invoice/Memo Format Transaction Report Format Complete Procedure Install Additional Letter Batches	13
TM204	Run Close-Day Procedure	Access Close-Day Run Close-Day	7
TM206	Dequeue Documents	Access the Dequeue Documents Utility Run the Dequeue Documents Utility	12
TM300
TM305	Setup Night Utilities	Access Night Utilities Setup Night Utilities Setup Options	16
TM400
TM411	Send a Fax	Access fax@vantage Complete the Fax Information Finalize the Fax Job	9
TM412	Receive a Fax	View Received Faxes in fax@vantage Attach Fax to a Client's File Locate Attached Fax in Activities	6
TM415	myTAM Workflow Editor	Access Workflow Editor Create New Workflow Create Steps for New Workflow	10
TM416	myTAM Button Editor	Access myTAM Button Editor Add Button View Options for Button	9
TM417	Enable myTAM	Access System Setup Enable myTAM	6
TM418	myTAM Group Assignments	Access myTAM Group Assignment Use myTAM’s Group Assignment Feature	7
TM419	fax@vantage- Create a Cover Page	Add graphics to the Cover Page Add Text to the Cover Page Add Drawing Elements to the Cover Page Add Fields to the Cover Page Save the Cover Page	7
TM420	fax@vantage-Modify a Cover Page	Access the Existing Cover Page Add New Elements to the Cover Page Save the Cover Page	7
TM421	Delete a Cover Page	Locate the Cover Page to Delete Open Cover Page Designer Delete the Cover Page	3
TM500
TM501	TAMStart	Run TAMStart	4
TM502	Create Agency Structure	Access the Agency Structure Revise the Agency Structure	10
TM503	Manage Chart of Accounts	Revise Account Types Manage Account Groups Add a Regular Account Add a Cash Journal Add a Title Account with a Subaccount Define Required Accounts	11
TM504	Notes	Add a Note Revise a Note Preview or Print a Note	8
TM505	Sticky Notes	Add a Sticky Note Review Sticky Note Options	4
TM507	Setup Dunning Letters	Set up Dunning Letters Edit Dunning Letter Content Set up Close-Day to run Dunning Letters	6
TM508	Misc Dunning Letters	Modify Report Criteria Insert Mail Merge Fields Use the Mail Merge Wizard	12
TM509	Define Activity Defaults	Define Activity Groups Define Action Types Define Activity Categories	10
TM510	Create Marketing Plans	Create a Plan with a First Step Create a Plan with Direct Mailings	10
TM511	Manage Policy Types	Manage Policy Types Add Policy Types	7
TM512	Custom Dec Pages	Create a Custom Dec Page Edit a Custom Dec Page	12 5
TM513	Define Field Defaults	Print Field Defaults Add Field Defaults Delete Field Defaults Revise Field Defaults	5
TM514	Prefills	Add a New Prefilled Form Edit Existing Prefilled Form	7
TM516	Assigning Policies in Suspense	Access the Suspense File Assign a Policy – Customer not in Applied TAM Assign a Policy – Existing Customer and Policy Assign a Policy – Existing Customer w/New Policy	7
TM517	Real-Time Workflows	Rate a Policy using Real-Time Submit First notice of loss using Real-Time Submit Loss Run request using Real-Time Submit the Billing Inquiry using Real-Time	4 2 3 2
TM518	Set Up Conglomerate Children	Add Main Accounts Add Sub Accounts Remove an Account	4
TM519	Synchronize Conglomerates	Setup Synchronize Conglomerates Use Synchronize Conglomerates	5
TM520	Use the Rename Code Utility	Queue Changes to Night Utilities Process Changes Immediately	7
TM521	Use the Move Policies Utility	Check for Hidden Applications Use the Move Policies Utility	4
TM522	Import/Export Certificate Holders	Set Form Defaults Export Certificate Holders Import Certificate Holders	4 4 4
TM523	Forms Utility – Integration	Access the Integration Utilities Set up an Integration	6
TM524	Auto ID Setup	Accessing Auto ID Setup Setting up the Auto ID Form	6
TM525	Forms Suppression	Access the Suppress Supplemental Forms Utility Using Suppress Supplemental Forms	3
TM526	CSR Workload Reassignment Utility	Access the CSR Workload Reassignment Utility Reassign some of a CSR’s workload to another CSR Check for accuracy View a Report Process the Reassignments	8
TM527	Agency Branding	Access Agency Structure in Utility Manager Add TAMdotcom.gif Logo file Add Agency Branding to System Setup	4
TM528	Process a Claim	Add a Claim Add an ACORD Loss Notice Print the Loss Notice Add a Claimant Update the Claim Detail Add a Claim Note Add a Claim Payment Close a Claim	15
TM530	Log Viewer	Access Log Viewer View the Security Log View the Exception Log Save the Error Report	4
TM531	Applied TAM Network Messaging	Enable Applied TAM Messaging Send a Message Send an Urgent Broadcast Message Review Chat Room Features	8
TM532	Set up Benefits Module	Define field defaults for benefits Install benefit policy types Configure security for benefits	4 4 4
TM533	Setup User-Defined Transaction	Access User Defined Transaction Configuration Create a User Defined Transaction Code	4
TM534	Budget and Previous Year Figures	Insert Budget Figures Insert Previous Year Figures	13
TM535	Payroll and Financial Reports	Enter Payroll Report Accounts Print Financial Reports	9
TM536	System Opening Balances	General Ledger Opening Balances Accounts Receivable Opening Balances	10
TM537	Agency File Interface Setup	Set up the IVANS information Set up the Origination Address information	8
TM539	Company File Interface Setup	Upload Tab Setup Download Tab Setup Unique Coverages Tab Setup	6 6 6
TM540	Batch Processing	Use Batch Process to Transmit to IVANS Download Only Activity Notes from IVANS Mailbox Use Batch Update to Process Non-IVANS Comp	6
TM541	Print Forms Received	Access the Forms Received List Print the Forms Displayed on the List	7
TM542	Direct Bill Commission Download	Access the Commission in Suspense Utility Assign a Commission Transaction to a Customer Edit Suspense Items with the Actions Menu Use Run Update button to Finalize the Process	7
TM543	Download Setup	Access Download Setup Create a Customer List for Download Setup	4
TM544	Request for Download	Access Request for Download Utility Queue a Download request	4
TM545	Misc. Download Utilities	Recall Messages Received Reprint Communication Log Communication Log Setup CleanUp Utility for Account Current Upload Transfer Manager Path Configuration Screens and Edits Install Options	9
TM546	Send a Reverse Alert!	Attach a Document to a Reverse Alert! Send the Reverse Alert! View Results from Real-Time	3
TM547	Rate a Commercial Package Policy in Real-Time	Choose Lines in a Commercial Package to Rate Rate the Package Policy	3
TM548	Quoting with Rating Services	Launch Applied Rating Services from Real-Time Update Applied TAM Attachments and Activities	5
TM549	Copy Company File Interface Setup	Choose Download Companies for CFIS Setup Select CFIS Preferences to Copy	3
TM550	Provincial Tax Method	Set up the Provincial Tax Method Bill a taxable policy	7
TM551	User-Defined Tax Method	Install User-Defined Tax Method Create tax transactions Associate tax transactions to production transactions Enter a taxable transaction	10
TM552	Automated Download Invoicing	Access Automated Download Invoicing Configure NBS Transaction Process ADI Items Out of Suspense Evaluate the View Log	5
TM600
TM602	Manage Company Files	Add a Company Add Company Additional Addresses Add Agency Codes Revise a Company	10
TM603	Add Commission Defaults	Add Producer/Broker Commission Defaults Using Producer/Broker Commission Defaults Configure System to Indicate Commission Defaults Add Company Commission Defaults Using Company Commission Defaults	12
TM604	Manage Producer Files	Add a Producer Setup Producer Sub-Codes Modify a Producer	8
TM605	Manage Broker, Lienholders, and Finance Companies	Add a Broker, Lienholder and Finance Company Manage Account Receivables View the Options Available Modify and Delete Files	9
TM606	Manage Employee Files	Manage Employee Files Track Employee Attendance	7 5
TM607	Manage Vendor Files	Add a Vendor View Vendor Cash Disbursements Modify a Vendor	8
TM608	Manage Universal Certificate Holders	Add a Universal Certificate Holder Modify a Universal Certificate Holder Purge Universal Certificate Holder File	7
TM700
TM701	Applied TAM Links	Add a Link Access Links	2
TM702	CSR24 Single Sign On	Set up CSR24 Single Sign On Access CSR24	2
TM703	Purge Attachments Utility	Access Utility Set Parameters and Run Utility	3

Accounting

Legend:
Items with this background color are Applied TAM Canadian Broker Tutorials
Items with this background color are Applied TAM Courses (times shown are for recorded classes only)
Course #	Course Name	Objectives	Time
TA100	Receipts and Transfer of Funds Live Class Registration View Recorded Class	Process Receipts Print a Receipt for Cash Manage Transfer of Funds	48
TA102	Enter a Cash Receipt	Access a Cash Receipt Process a Cash Receipt	7
TA103	Update a Cash Receipt	Access Update Cash Receipt Update a Cash Receipt	7
TA104	View a Cash Receipt	Access Cash Receipts View a Cash Receipt	8
TA105	Void a Cash Receipt	Void a Deposit Apply a NSF Fee	10
TA200	Disbursements Live Class Registration View Recorded Class	Enter Disbursements Print Checks Revise Disbursements (Update, View, & Void) Electronic Fund Transfers	52
TA202	Enter a Cash Disbursement	Process a Customer Check Process a Producer Check	6
TA203	Update a Cash Disbursement	Select a Cash Disbursement Revise a Cash Disbursement	6
TA204	View Cash Disbursements	Access View Disbursements Select a Cash Journal Select a Disbursement View	8
TA205	Void a Disbursement	Access Void a Disbursement Select a Cash Journal Void a Disbursement	8
TA206	Print Checks	Select a Cash Journal Discuss Check Print Options Print Checks	12
TA207	Transfer of Funds	Access Transfer of Funds Process a Transfer	5
TA214	Electronic Fund Transfer Setup	Enter a Type A Account Enter a User-Defined Transaction	8
TA215	Electronic Fund Transfer Workflow	Offset the EFT account Enter an EFT transaction on the customer	8
TA300	Journal Entries and Vouchers Live Class Registration View Recorded Class	Account Views Process Journal Entries Process Vouchers	42
TA301	Enter a Journal Entry	Access Journal Entries Enter a Journal Entry	12
TA302	Update a Journal Entry	Access Journal Entries Update a Journal Entry	9
TA303	View a Journal Entry	View a Journal Entry	6
TA304	Backpost Adjustments	Access Backpost Adjustments Backpost an Adjustment	10
TA305	Void a Journal Entry	Access Void a Journal Entry Void a Journal Entry	5
TA306	Add Recurring Journal Entries	Access Recurring Journal Entries Enter Recurring Journal Entries	12
TA308	Enter a Voucher	Access Vouchers Enter a Vendor Voucher	8
TA309	Update a Voucher	Access a Voucher Update a Voucher	8
TA310	View a Voucher	Access Vouchers View an Existing Voucher	8
TA311	Batch Process a Voucher	Access Vouchers Batch Process Vouchers	7
TA312	Process One Voucher	Access Vouchers Process One Voucher	7
TA313	Void a Voucher	Void a Voucher	7
TA314	Default Entries	Create a Default Entry Use a Default Entry	7
TA315	View a Recurring Entry	Access a Recurring Entry Print Recurring Entries	7
TA316	J/E Between Items	Access the J/E Between Items Screen Use the J/E Between Items Option	5
TA317	J/E Between Clients	Access the J/E Between Clients screen Use the J/E Between Clients option Use the J/E Between Items option	5
TA318	Apply Debits to Credits	Using the Apply Debits to Credits Option Refreshing the Transaction List	5
TA400	Reconciliations Live Class Registration View Recorded Class	Process Common Reconciliation Issues Remove Direct Bill Balances Record Commissions Received Flag Miscellaneous Withdrawals in a Reconciliation Unflag Items in a Checkbook Reconciliation	65
TA402	AB Reconciliations -Company Statements	Compare the Items to be Paid report to the company statement Flag the items to be paid Issue a check to pay the company statement	12
TA403	AB Reconciliations -Account Current	View account current and identify items to be paid Unflag items and make commission adjustments Reverse an open reconciliation Run Items Flagged and Outstanding Items reports Issue a check and close the statement	14
TA404	AB Reconciliations – Quick Company Statement	When to use Quick Company Statements How to use Quick Company Statements Reconcile a Quick Company Statement Close a Quick Company Statement Reconciliation	12
TA405	DB Reconciliations – Transact and Reconcile	Access Direct Bill Reconciliation Compare Company Report to DBill Statement Flag commissioned received items Run the Payments/Returns Entered Report Successfully close reconciliation	6
TA406	DB Reconciliations – Commissions, No Reconciliation by customer number	Enter Commissions by Customer Name Run Commissions Entered Report	10
TA407	DB Reconciliations – Commissions, No Reconciliation by policy number	Enter commissions using the Policy option Run the Commissions entered Report	10
TA408	DB Reconciliations – Transact do not Reconcile	Identify your agency set up Review the Direct Bill balances Remove the balances on Direct Bill items	8
TA409	Reconcile Checkbook	Access Checkbook Reconciliation Reconcile Checkbook	6
TA500	Month–End Live Class Registration View Recorded Class	Customize the Month–End Checklist Prepare the System for Month–End Process Month–End Reports Generate and Verify Month–End Journal Entries Post Month–End	56
TA502	Month End Preparation	Month–End Checklist Month–End In-Balance Checks Month–End Aged Receivables Report Month–End Remaining Steps	5 5 5 5
TA503	Month End Procedure	Getting Started with Month–End Initiate Month–End Month–End JEs Finish Up Month–End	8 8 8 8
TA504	Invoice Format Configuration	Access Invoice Format Configuration Add an Invoice Format Using Invoice Printing Defaults Message Defaults	6
TA505	Print Customer Statements	Customer Statements options Print customer Statements	10
TA506	Month–End not using TAM Accounting	Pre Month–End Procedures Initiate Month–End	6 8
TA507	Month–End Options and Write-off Maximums	Explain Month–End Options Install Writeoff Maximums	12
TA900
TA917	Accounting Basics 1	Assets, Liabilities, and Equity	7
TA918	Accounting Basics 2	Income and Expense	10
TA919	Accounting Basics 3	Cash and Accrual Methods	7
TA920	Accounting Basics 4	TAM's Accounting System	6
TA921	Accounting Basics 5	Invoicing in TAM	5
TA922	Accounting Basics 6	Closing the Books	6
TA923	Chart of Accounts	View Chart of Accounts	15
TA924	Status of Accounts	Status of Accounts Report	8
TA925	Trial Balance	Trial Balance Report	10
TA927	Financial Statement	View Income Statement View Balance Sheet	12

Operations

Legend:
Items with this background color are Applied TAM Canadian Broker Tutorials
Items with this background color are Applied TAM Courses (times shown are for recorded classes only)
Course #	Course Name	Objectives	Time
TO100	Agency Structure and Setup View Recorded Class	Setup Initial Accounting Month Set up Agency Structure Select system accounting options Enter Chart of Accounts Set up Required Accounts	48
TO200	System Defaults View Recorded Class	Manage Field Defaults Manage Activity Defaults Enter Formletters Manage Policy Types	46
TO300	Security Manager View Recorded Class	Security Manager Overview Manage Security Groups Manage User Codes	27
TM102	Access Security Manager for the 1st Time	Access Security Manager Set Rules for Applied TAM Security Add User Code Delete User Code	15
TM103	Manage User Security	Adding Users in Security Manager Setting Up Program Access for Users	10
TM104	Manage Group Security	Revising Program Access for Groups Adding and Revising Groups	11
TO400	Interface Setup View Recorded Class	Access/Enter Agency File Interface Setup Access/Enter Company File Interface Setup NAIC Codes Copy Company File Interface Setup Tool Setup preferences for Communication Log	42
TM537	Agency File Interface Setup	Set up the IVANS information Set up the Origination Address information	8
TM539	Company File Interface Setup	Upload Tab Setup Download Tab Setup Unique Coverages Tab Setup	6 6 6
TO500	Policy Download and Suspense View Recorded Class	Understanding what happens during Download Communication Log Understanding Policy Status Matching Criteria Working Suspense data Client Level Verification	51
TM543	Download Setup	Access Download Setup Create a Customer List for Download Setup	4
TM545	Misc. Download Utilities	Recall Messages Received Reprint Communication Log Communication Log Setup CleanUp Utility for Account Current Upload Transfer Manager Path Configuration Screens and Edits Install Options	9
TM552	Automated Download Invoicing	Access Automated Download Invoicing Configure NBS Transaction Process ADI Items Out of Suspense Evaluate the View Log	5
TO600	Direct Bill Commission Download and Automated Download Invoicing View Recorded Class	Utilize Direct Bill Commission Download (DBCD) Process Automated Download Invoicing (ADI)	46
TM542	Direct Bill Commission Download	Access the Commission in Suspense Utility Assign a Commission Transaction to a Customer Edit Suspense Items with the Actions Menu Use Run Update button to Finalize the Process	7
TO700	Daily Procedures View Recorded Class	Run TAMStart Set up and Run Close-Day Set up and Run Night Utilities	34
TM203	Set Up Close-Day Procedure	Access Close-Day Setup Agency/Branch/Forms Invoice/Memo Format Transaction Report Format Complete Procedure Install Additional Letter Batches	13
TM204	Run Close-Day Procedure	Access Close-Day Run Close-Day	7
TM305	Setup Night Utilities	Access Night Utilities Setup Night Utilities Setup Options	16
TO800	myTAM Administration View Recorded Class	Why use myTAM? Components of myTAM Administration Enabling myTAM Build a Workflow Group Assignments	49
TM501	TAMStart	Run TAMStart	4