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AVAILABLE WORKSHOP TOPICS
Click on the topic
name for more information . . .
►Customer
Service Tips & Tricks (AMS360 or AfW)
►Commercial
Lines Service Workflows
►Data
Schedules-Import/Export
►Preparing
for Migration or Conversion to AMS360
►AfW
&/or AMS360 Billing Corrections
►Best
Practices for CSRs
►Sales
& Marketing Center
►Doc360
►Form
Letters
►MS
Office 2010
►MS
Office 2007
►Producer
Plus
►Prepare
for Mergers & Acquisitions
►Production
Analysis Reports
►Scheduled
Reports and Alerts
Customer Service Tips & Tricks
(AMS360 or AfW)
This class
provides all sorts of shortcuts and more efficient ways
to service P&C accounts. Tips are given for Customer
Center, Policy detail, TransactNow, Policy templates
(for non-downloaded lines of business),
Importing/Exporting CL Data Schedules, View Options to
make life easier as well as Quick Reports and free or
inexpensive third party software.
Commercial Lines Service Workflows
This class
provides tips & tricks for streamlining commercial lines
processing workflows. Tips on Customer searches, How
Customer Center tabs that can make your life easier,
Saving & Searching Activities (UGH), using Notes for
Submissions, Shortcuts making Policy Data Entry easier,
Workflows for Policy Change Requests utilizing Data
Schedule export-imports, Entering and updating
Submissions to get the most out of Submission Tracking
reports, Help in eForms, AND MORE! From one Commercial
Lines Account Manager to another…
Data Schedules-Import/Export
Come learning
about the growing list of Data Schedules that can be
imported (new and policy changes) and exported (for
review or to provide a template to customer) to
drastically reduce data entry. This class also covers
how to create your own templates or edit existing ones
on the fly. Basic Excel is preferred but not necessary
to get something out of this class.
Preparing for Migration or
Conversion to AMS360
Come review
checklists of what to review in your data, what is
better cleaned up before conversion/migration and what
can wait as well as setups to prepare for in 360. Some
setups in 360 are better decided prior to conversion and
some can wait.
AfW &/or AMS360 Billing
Corrections
This class begins
with Tips to avoid corrections and then moves into the
multiple ways you can correct invoices in AfW/AMS360 and
the security settings that impact who can do what and
from where. Advanced Billing Corrections such as
Financed Policies, Installment Billing and Multiple
Entities Billing are also reviewed.
Best Practices for CSRs
This class is a
MUST for all CSRs and Managers and is not
system-specific! Technology tools, Information
Management (HOT TOPIC), Workflows and Workflow Hot
Topics are discussed using the Nettles 2008 Best
Practices Guide as a foundation.
Sales & Marketing Center
This class offers
a detailed view of how to create Target Lists for mass
mailings or custom reports as well as learning about the
possibilities Campaigns offer agencies for rounding out
accounts or targeting geographical areas for products
(flood/earthquake for example). Many agencies never get
training on this area of the system because when they
are new to the system they have more pressing areas of
focus. Come find out what you’ve been missing!
Doc360
Come listen to
the options and features that AMS360 offers for Document
Management within the system at no additional cost. Pros
and Cons of Front End, Back End and On-Demand scanning
will be discussed as well as suggested Document types
and the correlation with that and Activity Actions.
Impact to Workflows and Attachment Security options will
also be discussed.
Form Letters
This class will
cover the basic options for Form letters (merging to
recipients other than the customer without creating a
separate template) as well as in-depth guidelines for
Form Letter Templates. Did you know there are over 4000
mergefields available? Did you know you can merge those
data entry fields with a Target List and export to Excel
for a custom report?
MS Office 2007
Whether you are
training and developing a Form Letter expert in the
office to maintain templates, learning export/import of
data schedules or just introducing your staff to Office
2007, this training is needed as there are MANY changes
from Office 2003 to Office 2007. Most CSRs could use
some training on Word and Excel and most agency staff
are not taking advantage of all that Outlook offers
–recurring tasks & appointments, meetings, calendar
sharing, Forms, Rules, Folder organization, view options
and much more.
Producer Plus
Come see what’s
new about Producer Plus (vs the old PS4) or what you
never knew existed! Risk Management tools, typable Acord
apps that integrate with AMS360 and AfW. Create
proposals and your own questionnaires. Offer your
prospects a template for Safety Manuals based on their
type of business. Check out the integration, security
and customization available.
Prepare for Mergers & Acquisitions
Many agency
owners dive into a merger or acquisition without any
knowledge of how labor intensive clean-up can be
after-the-fact. This class will share some mistakes
agencies have made in not planning better for any type
of data collaboration.
Production Analysis Reports
This is such a
robust report that a quick overview will not give you
what you need for annual meetings, E&O applications,
company bonus tracking, retention, etc. We will get into
the all the nitty-gritty options this report has to
offer and how to get what you need without any manual
work in Excel.
Scheduled Reports and Alerts
This class will
guide you in the use of Scheduled Reports and Alerts to
alleviate some of the manual work or checks-and-balances
for managing your system. There are many options to both
and this will introduce you to what’s available and make
suggestions for basics most agencies should set up.
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