ACN A-List Journey: Applied TAM Operations

This journey is for Applied TAM users specifically focused on operations. Dive into each of these courses to learn how to keep your agency/brokerage running efficiently. Courses do not need to be completed in order.

  • Applied TAM Cleanup - Creating the Master Workbook - Part 1
  • Applied TAM Cleanup - Creating the Master Workbook  - Part 2
  • Applied TAM - Handling Lost Clients
  • Applied TAM Tips and Tricks
  • Applied TAM: Filters and Search Clients
  • Course: Applied TAM: Fresh Ideas for Measurable CSRs Workflows for Retaining Customer Renewals
  • Building Agency Workflows and Creating Your Procedures Manual in Applied TAM
  • Proposals & Form Letters Workshop: Advanced Clinic for Applied TAM
  • Course: Save Time with myTAM
  • Security Manager - Getting Control of Access in Applied TAM
  • Taking Control of Your Activities - Applied TAM

Upon completion of all of the items in the Content tab, your Badge can be found.