Mark your calendar for some of these events!
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your local chapter's meeting listed here and on your chapter's
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here. (Only Chapter Officers can add meetings)
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Date: 09/17/2010 10:45 AM -
12:30 PM Location: Chicago, IL at TENCon Contact: Sherry Burrell 770-623-2930 sburrell@grimesins.com
Topics: Organizational Meeting for Epic Chapter. We want your ideas for future classes and format of classes. We also will discuss implementation of Epic and questions agencies have about current issues.
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Date: 09/28/2010 9:00 AM -
12:30 PM Location: Holiday Inn & Suites, 864 Exeter Road, London ON Contact: Geoff Dunn 905-525-7259 x3332 gdunn@danlawrie.com
Topics: Meeting Agenda:
9 - 9:30 am: Welcome & TENCon Update & Review
- update from TENCon
- learning materials from TENCon
- update on the SWOUGAS website
9:30 - 10:30 am: Applied Systems Canada
- TAM 10.5 update and current issues.
- Epic update and Applieds TENCon update.
- Q & A - current issues TAM & Epic
10:30 - 10:45 am: BREAK
10:45 - 12:30 pm: Compu-quote - Olivier Morin
- Review of latest features added to
Compu-quote.
- Review of iClarify & Commercial Auto Module
- Sneak Preview and Demo of IRCA
(Individual Rating Commercial Auto Program)
Please RSVP by Sept 22nd to sue.gibson@meritgroup.ca or fax by 519-657-5560
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Date: 10/06/2010 7:30 AM - 10/07/2010 2:30 PM Location: Hilton Garden Inn, Fargo, ND Contact: Jan Johnson 701/277/1710 jjohnson@tciteam.com
Topics: This is our annual 2-day Tri-State (North Dakota, Minnesota & South Dakota. Our speakers are Lisa Burnside, Sandy Oliver & representatives from Applied. Topics include E & O, Security Manager, Pathyway to Epic, Outlook Integration, CSR Skills, Fron End Scanning, Retention Reporting, Building Agency Workflows, Social Networking, C/L application & workflow, Archiving & purging in TAM, Cleaning up your TAM data, ASCNet community forums, Office 2007, REAL TIME and download roundtable. We also have Applied one on one appointments available. You won't want to miss this great event.
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Date: 10/07/2010 10:00 AM -
3:00 PM Location: Fireside Inn & Suite, West Lebanon, NH Contact: Erin Odell 802-222-4755 erino_odellins@together.net
Topics: Ascnet Speaker Laura Nelson will conduct two morning sessions beginning at 10am sharp through 12:30pm. 1) TAM Accounting cleaning up and balancing company payable and 2) TAM Tip a Minute for IT & Accounting. Both great courses. Quick lunch and then EPIC panel and discussion, followed by short business meeting. Please contact Erin Odell if you have any questions.
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Date: 10/13/2010 1:00 PM -
3:30 PM Location: Weston Golf - Toronto Contact: Chris Gory (416) 754-3910 chrisg@insuranceportfolio.com
Topics: Save the date. The agenda is under development. Check back for more information.
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Date: 10/22/2010 8:30 AM -
3:00 PM Location: Qwest Learning & Conference Center; 3898 S. Teller St., Lakewood, CO 80235 Contact: Cheri Roesler 303-771-1800 x806 croesler@peliton.net
Topics: Save the date! Plans are in progress.
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Date: 11/03/2010 9:00 AM -
4:00 PM Location: Holiday Inn Mission Valley - 3805 Murphy Canyon Rd. - San Diego Contact: Dawn Augustine 619-668-2373 daugustine@teagueins.com
Topics: Save the date, we will be covering Your Inbox Is Not Your Filing Cabinet.
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Date: 11/04/2010 12:00 PM - 11/05/2010 5:00 PM Location: Hilton Vancouver Airport, Richmond, BC Contact: Kari Montes 604 699 2051 kmontes@shawsabey.com
Topics: Please join us for our annual 2 day Education event. This year is over a Thursday/Friday schedule.
We are pleased to announce that Rene Foo from AB Solutions will be presenting classes as well as Gail White and members from our Education Committee.
Special room rates from Hilton at http://www.hilton.com/en/hi/groups/personalized/YVRAHHF-AMUG-20101104/index.jhtml?WT.mc_id=POG
Course schedule to be posted in September.
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Date: 11/09/2010 8:30 AM -
4:00 PM Location: Maritz, 1355 North Highway Dr., Fenton, MO 63026 Contact: Robert Illert 314-991-3100 roberta@yavitz.com
Topics: Our featured speaker will be Todd Arnold covering Cleaning Up TAM.
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Date: 11/10/2010 9:30 AM -
4:00 PM Location: National Conference Center, East Windsor, NJ Contact: Ian Blundell 732-818-3700 x248 IBlundell@BHBIns.com
Topics: We will be holding a joint meeting with the North Jersey Users Group and will have Virginia Bates back to present her new class INSURANCE GAMES: A SERIOUSLY FUN EXPLORATION OF ADVANCED INSURANCE TOPICS. This class covers a vast array of topics and allows the participants to explore in detail coverage questions, claims settlement issues, and common misunderstandings about how insurance policies work. We expect to be offering NJ CE credits for this class.
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Date: 11/17/2010 9:00 AM -
3:00 PM Location: To Be Announced Contact: Sabrina Cunningham 740-446-3643 scunningham@wisemanagency.com
Topics: SAVE THE DATE: Virginia Bates will be our speaker at our November meeting.
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Date: 11/18/2010 9:00 AM -
3:00 PM Location: Pekin Insurance Contact: Marlene Shepherd 309-664-1827 marlene.shepherd@snyder-ins-agency.com
Topics: SAVE THE DATE!!
Brian Bartosh will present My TAM class and E & O Prevention in Creating Certificates of Insurance in TAM
Additional info to follow
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Date: 11/22/2010 1:00 PM -
3:30 PM Location: Weston Golf - Toronto Contact: Chris Gory (416) 754-3910 chrisg@insuranceportfolio.com
Topics: Save the date. The agenda is under development. Check back for additional information.
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Date: 11/23/2010 9:00 AM -
12:30 PM Location: Holiday Inn & Suites, 864 Exeter Road, London ON Contact: Geoff Dunn 905-525-7259 x3332 gdunn@danlawrie.com
Topics: Save the date....
More details to follow - check back in October 2010.
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Date: 12/02/2010 9:00 AM -
4:00 PM Location: Findlay Inn & Convention Center 200 E. Main Cross St. Contact: Sonia Merz 419-599-5540 sonia@bykagency.com
Topics: Our featured presenter will be Laura Nelson covering Power Of Books of Business Reports, Using Reports to Audit Your System and Report In Depth.
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Date: 08/18/2020 9:30 AM -
12:00 PM Location: IIARI Headquarters, 2400 Post Rd, Warwick, RI Contact: Susan Landry 401-683-7344 info@mariappliedusers.org
Topics: Mastering the Resources Available from Applied and ASCnet
Note: While the class begins at 9:30, Continental Breakfast will be available at 9 am.
Both of the websites which focus on Applied Systems software have undergone recent upgrades. Join us for a morning session to learn about the website changes, as well as the valuable content that can be found on these sites. This class will be informative for everyone in your office, from the beginner to the most knowledgeable.
Applied website including:Knowledge Base, Searching for product documents, Finding and watching previously recorded webinars, HowICBT works ( Interactive Computer Based Training) How Support works & how to chat with Applied support personnel, and anything else one should know about how the Applied Website
ASCNet website including:
What is ASCnet and why should I care? the new ASCnet Community ( formerly Newsgroups) which is info sharing with other agents across the country and beyond, Products and Learning tools, Access to industry experts to ask about download and other questions, Educational seminar info including Summits and TENCon - the annual, national conference,Meeting notices
Class Presenter: Nick Oliver
Nick has worked in the technology consulting field for over 15 years. He operates in the back end technologies arena - Windows Server, Microsoft Exchange, Microsoft Terminal Services, and Citrix. He certified in Microsoft technologies. Since 1998, he has been focused on the technology needs of the Independent Agent. He is well versed in desktop, server, and network technologies, as well as Applied Systems products. Active in the ASCNet newsgroups, Nick enjoys assisting agencies find technology solutions that will streamline their businesses. Nick is the President of AIS Technology, which is an Applied Systems Preferred Consultant.
Completed: 09/03/2010 7:00 AM MURIEL
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