Servicing

Accounting

Reports & Marketing

Operations

Cours en Français

Online Environment

Course Catalog

Office Hours

Data Conversion

General Release Training

Client Servicing

This track provides servicing staff members with the core knowledge required to use Applied TAM as part of everyday activities. You’ll cover the navigation basics of Applied TAM as well as how to enter and update a policy.

Click the link to review a comprehensive list of all Applied TAM live courses as well as the dates and times that each course is offered with a live Product Instructor. Applied University recommends that all courses be taken live, where available, allowing you to interact in the session and ask any questions you may have.

All courses are available as recorded sessions that can be taken at any time to accommodate your schedule. When taking a recorded course, please take notes and bring any questions to Office Hours where a live instructor will be available to answer your questions. Office Hours are held daily from 12:00 p.m. to 1:00 p.m.

All times listed in Applied University and on the training schedule are Central Time.

Courses

• Applied TAM Courses (times shown are for recorded classes only)
  Course #	Course Name	Objectives	Live	Recorded	Time	Materials
  TS100	Introduction to Applied TAM	Access the Client Portal Sign in to TAM	Register	Launch	30	PDF
  TS200	Home Base and Clients	Identify the Areas on Home Base Locate Clients and Files	Register	Launch	60	PDF
  TS250	myTAM	What is myTAM? Accessing myTAM myTAM Overview	Register	Launch	12
  TS300	Prospects	Prospect Detail Prospect Policies - Policy Detail/Applications	Register	Launch	58	PDF
  TS400	Contacts and Attachments	Contacts Commercial Info Screens Attachments Move Prospect to Customer	Register	Launch	45	PDF
  TS500	Managing New Policies	Customer Detail Policy Detail Binders Auto ID Cards	Register	Launch	39	PDF
  TS600	Policy Workflows Part 1	Create Evidence of Property Policy Quick View Create Certificates	Register	Launch	35	PDF
  TS700	Policy Workflows Part 2	Process Change Request Workflows Generate a Summary of Insurance Process Policy Cancellation Workflows	Register	Launch	39	PDF
  TS800	Managing Renewal Policies	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	Register	Launch	29	PDF
  TS900	Transactions	Agency Bill vs. Direct Bill Agency Bill Transactions View Additional Information Update and Delete Transactions Enter Memo Bills	Register	Launch	53	PDF

Interactive Tutorials

• Legend:

  Items with this background color are Applied TAM® Canadian Broker Tutorials

  Lesson #	Lesson Name	Time
  TS002	Windows Basics	10
  TS100 - Introduction to Applied TAM
  TS102	Client Portal Basics	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	5
  TS105	Filter Tab	4
  TS200 - Home Base and Clients
  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	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 3 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	6
  TS210	Barcode Generator	6
  TS211	General Auto (Canada)	5
  TS213	Habitational (Canada)	5
  TS214	Front End Scanning	7
  TS216	Print a Receipt for Cash	4
  TS219	Receptionist	6
  TS225	Outlook Synchronization	7
  TS228	Dashboard	8
  TS300 - Prospects
  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	4 3 5 2 5 4
  TS400 - Contacts and Attachments
  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	4
  TS405	Add a Contact	5
  TS406	Modify a Contact	3
  TS407	Contact Options	5
  TS500 - Managing New Policies
  TS504	Process Memos	11
  TS505	Add a Titled Memo	7
  TS508	Revise a Customer Policy	5
  TS509	Delete a Policy	5
  TS510	Customer Policy Options	9
  TS600 - Policy Workflows Part 1
  TS602	Processing Certificates	13
  TS603	Add Commission Defaults	12
  TS604	Add a Vehicle or Equipment Certificate	4
  TS606	Evidence of Property	6
  TS613	Billing Screen Options	5
  TS700 - Policy Workflows Part 2
  TS702	Process Change Requests Create Change Requests Update Change Requests	7 5
  TS703	Create a Cancellation Request	6
  TS704	Reinstate a Policy	4
  TS705	Summary of Insurance	5
  TS800 - Managing Renewal Policies
  TS807	Renewal with Future Application Add a Future Application Remarket Policy Update the Current Policy Information Invoice New Policy Term Renew Certificates Copy a History Policy to Current	3 7 3 2 2 3
  TS900 - Transactions
  TS902	Agency Bill Transaction	5
  TS903	Direct Bill Transaction	5
  TS904	Add an Installment Plan Using a Macro	10
  TS905	Add a Custom Installment Plan	7
  TS906	Update Transactions Revise and Delete Transactions Revise and Delete Installments	2 2
  TS907	Add a Split Commission Transaction	5
  TS908	Process an Override Transaction	6
  TS909	Transact an Audit from History	6
  TS910	Add a Cancellation Transaction	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	8
  TS913	Add a Lienholder Transaction	5
  TS915	Print Invoices from Transaction List	4
  TS916	Invoice Utility	10
  TS917	Account Views Lookup Options	10
  TS918	Writeoffs	8
  TS919	Enter PDC	10
  TS920	View PDC	3
  TS921	Update PDC	4
  TS922	Binder Bill and PDC	7
  TS923	Process PDC	6
  TS924	Reports and PDC	5
  TS925	Process Binder Bills	5
  Additional Tutorials
  TA316	J/E Between Items	5
  TA317	J/E Between Clients	5
  TA318	Apply Debits to Credits	5
  TM411	Send a Fax	9
  TM412	Receive a Fax	6
  TM504	Notes	8
  TM505	Sticky Notes	14
  TM517	Transformation Station 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	4
  TM519	Synchronize Conglomerates	5
  TM528	Process a Claim	15
  TM548	Quoting with Rating Services	5
  TS411	Commercial Info List	5