Applied TAM Cleanup – Creating the Master Workbook Part 2

Have staff turnovers, mergers, acquisitions, or possibly just a change in procedures left your TAM data defaults in a less than desirable state? This session will focus on the pros and cons of cleaning up TAM codes such as Activities, Field Defaults, Policy Types, Formletters and Proposal Documents and offer a manageable way of executing the clean up process.

Learning Objectives:
• Understand the importance of clean data and its impact on marketing, servicing, reporting, and procedure compliance.
• Learn how to create a master workbook to assist in your agency's default code clean-up project.
• Utilize your master workbook as a tool for documenting past, present, and future code changes

Presenter: Renee Foo