Fast Track Guide to Getting the Most out of TAM

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1 Fast Track Guide to Getting the Most out of TAM by Reneé Foo and Marcia Priest of 2340 S. River Road, Suite 311 Des Plaines, IL (224) Fax: (224) Haven Ave. #E 283 Rancho Cucamonga, CA (800) The Fast Track Guide to Getting the Most out of TAM, Copyright 2006, 2013 by Applied Systems Client Network, Inc. NFP (ASCnet) S. River Road, Suite 311, Des Plaines, IL Protection claimed in all forms and matters of copyrightable material and information now allowed by law or hereafter granted including both electric and conventional distribution of herein product. All rights reserved. Specific product information regarding Applied Systems The Agency Manager, as well as other products copyrighted and mentioned within (ex: Microsoft, Excel, etc ) are the product of the individual company and no endorsement or ownership of product should be implied by its mention and use.

2 How to use this book The Fast Track Guide to Getting the Most out of TAM includes basic steps for the setup and operations of The Agency Manager system. The easy to use layout lets you read it cover to cover or skip directly to a specific task. Conventions used in this book Colored Triangles Each task is color coded for a particular area of the system: Purple=Accounting, Blue=Servicing, Green=System Administration (Utilities). The Orange section at the back of the book contains valuable appendices. The triangles work as bookends indicating the beginning and end of a task. Introduction Some tasks include a brief description which outlines the purpose of the task, as well as examples of when and why to use. Navigation The navigation section will guide you through the click steps from TAM s Home Base screen to the appointed area. Follow the navigation and then proceed to the Step by Step.

3 Step by Step The step-by-step instructions will guide you easily through each task. The red numbered steps () correspond to the callouts on each screen shot. Some tasks will also include red numbered steps with a clear background (). These steps are part of a sub-screen in the workflow or they are optional. Other colored steps (such as ) indicate a step in the process for which no screen shot is available. Colored Rectangles The rectangles indicate that the task continues on the next page. Tips, Notes, Bright Ideas, & Cross Reference Tools These boxes will further explain the tasks and offer creative ways of utilizing the TAM system. The See Also box will refer you to other tasks within the Fast Track Guide.

4 System Setup Accounting Setup Setup Month End options 17 Setup Accounting Choices 18 Customize Chart of Accounts 22 Define Invoice Messages 24 Files Setup Adding a Company 26 Setting Company Commission Defaults 28 Adding Company Additional Addresses 30 Adding a Producer 31 Setting Producer Commission Defaults 32 Adding a Lienholder 34 Adding a Broker 35 Setting Broker Commission Defaults 36 Adding a Finance Company 38 Adding a Vendor 39

5 System Setup Fields and Forms Setup Setting Activity File Defaults 42 Defining Further Actions 45 Installing Marketing Plans 46 Installing Policy Types 48 Optimizing Field Defaults 50 Setting ACORD Form Defaults 52 Utilities Setup Setting Security 66 Choosing Closeday Setup Options 72 Setting Up Night Utilities 78

6 Basic Utilization Clients Adding a Prospect 84 Setting Prospect Screen Defaults 86 Adding Prospect Policy Detail 87 Moving a Prospect to Customer 88 Adding a Customer 90 Setting Customer Screen Defaults 92 Adding a Policy/Billing Screen 93 Issuing a Summary of Insurance 94 Completing ACORD Applications 96 Printing Applications 98 Using Future Applications 100 Moving Policies to History 102 Completing Tasks from History 104 Setting Billing Screen Defaults 105 Creating Titled Certificate Templates 106 Adding Holders to Existing Templates 110

7 Basic Utilization Clients Issuing a Binder 112 Completing a Commercial Auto Change Request 114 Completing a Personal Auto Change Request 118 Printing Change Requests 123 Issuing an Auto Id card 125 Issuing an Evidence of Property 126 Adding a Customer Activity 128 Closing an Activity 130 Adding a Contact 132 Adding a Commercial Info Screen 134 Adding a Note 135 Adding a Memo 136 Adding Claim Detail 138 Adding a Claimant 140 Adding a Claim Payment 142 Adding a General Transaction 144

8 Basic Utilization Clients Adding Installment Transactions 148 Adding a Binder Bill Transaction 151 Printing invoices 154 Updating a General Transaction 156 Updating an Installment Transaction 159 Closing a Binder Bill Transaction 162 Merging a Formletter 164 Merging a Proposal 166 Attaching an 168 Sending (& Attaching) a TAM Integrated 170 Drag & Drop Attaching 172 Attaching a Scanned Photo or Scanned Document 174 Attaching a File 176 Printing a Barcode 178 Run Image Scan/Attach Batch Utility 182 Processing & Administering the Image Inbox 186 Sending a Fax with fax@vantage 192

9 Basic Utilization Accounting Adding a Client Cash Receipt 198 Completing an Other Cash Receipt 200 Completing a Transfer of Funds 201 Issue a Refund to a Customer 202 Issue a Vendor Disbursement 204 Issue a Payroll Disbursement 206 Issue a Producer Disbursement 208 Pay a Company Statement 210 Pay a Company Item Payment 212 Completing a Direct Bill Advance Disbursement 214 Pay a Company Miscellaneous 217 Printing Checks 218 Adding a Voucher 220 Processing Vouchers 222 Adding a Journal Entry 224 Reconciling Direct Bill 226

10 Basic Utilization Accounting Recording Direct Bill Commissions 228 Removing Direct Bill Balances 230 Reconciling Checkbook 231 Reconcile Company Statement 234 Reconcile Quick Company Statement 238 Reconcile Account Current 240 Utilities Area Creating Formletters 244 Creating Proposal Templates 247 Renaming a Client Code 250

11 Beyond Basics Clients Conglomerating Customers 254 Move Contact info to/from Application 256 Importing & Exporting Certificate Holders 258 Use Account Views 262 Setting /Using Filters 268 Using Search 270 Accounting Define Cost Allocations 274 Renaming a GL Account number 276 Utilizing Schedule Fields 278 Creating User Defined Transactions 280 View Cash Disbursements for Vendors and Producers 282

12 Beyond Basics Home Base Customize Activity View on Home Base 284 Customize User Setup 286 Customize System Setup 290 Using Activity Center 294 Using Dashboard 296 Using Message Center 300 Using Employee In/Out Box 302 Using the Receptionist Screen 303 Synchronizing with Outlook 306 Installing Signatures 310 Installing Agency Logo 312 Utilities Creating Prefilled Forms 314 Using TAM s Policy Move feature 316

13 Beyond Basics Word Integration Inserting TAM Data Fields Word 2007 Version 320 Inserting an ASK Variable Word 2007 Version 322 Inserting an IF Statement Word 2007 Version 326 Customizing Documents with Word Styles Word 2007 Version 330 Customizing Documents with Word Switches Word 2007 Version 336

14 Beyond Basics Appendices Month End Journal Entry Chart 342 Understanding the Month End Menu 348 Month End Setup Options and Their Effects 352 Transactions and Their Effect 364 Activities Sample Usage Chart 369 Activities TAM Default/Required that Cannot Be Deleted 370 Keyboard shortcuts 372 TAM Fields 374 Security Manager Fields 382 Customize System Setup Options 394 Alphabetical Index Index 397

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