ACN A-List Journey: Applied TAM Operations
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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
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Contains 2 Component(s) Recorded On: 02/07/2017
Utilize your master workbook as a tool for documenting past, present, and future code change.
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Contains 2 Component(s) Recorded On: 02/09/2017
Utilize your master workbook as a tool for documenting past, present, and future code change.
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Contains 2 Component(s) Recorded On: 04/20/2017
Build a complete and coherent procedure for what happens in Applied TAM when a client is lost.
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Contains 2 Component(s) Recorded On: 08/14/2018
Review TAMs Filters and Searches options and how to apply these tools to daily work.
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Contains 2 Component(s) Recorded On: 02/18/2020
How can we have all CSRs in the same simple workflow that is measurable? How do we reward and/or stick it to CSRs for helping their retention of customers. CSRs need to know how to use Applied TAM for all the processes needed to be proactive not reactive, retaining customer loyalty. Come for some ideas that may be new and refresh your CSR staff.
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Contains 2 Component(s) Recorded On: 06/27/2019
Discover the standards that provide the means to measure workload and employee performance. The presenters provide examples on how to design workflows that document client’s and staff’s actions in Applied TAM.
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Contains 2 Component(s) Recorded On: 06/12/2018
Learn how to solve specific issues with form letters and proposals.
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Contains 2 Component(s) Recorded On: 01/16/2020
Learn how an agency is using myTAM to effectively create and run workflows to ultimately save time.
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Contains 2 Component(s) Recorded On: 01/22/2019
Learn how to clean up your Security Manager in Applied TAM.
Upon completion of all of the items in the Content tab, your Badge can be found.