Jason Hoeppner, CIC, is a management, technology, and process consultant
to independent insurance agencies. His focus on agency productivity and
the full utilization of technology are cornerstones of his work with
agencies that are undergoing technology transitions, implementing
workflows, or improving their relationships with clients and prospects
using social media and online marketing.
Using Search in TAM Reports
(Recorded On) June, 5 2012|
When a ‘canned’ TAM report doesn’t let
you get to the data that you want, then it’s time to try the
extremely capable, but somewhat more difficult to master, TAM Reports
Search. Searches allow you to access almost any piece of data
entered anywhere within the TAM system, and to output that information
into a wide variety of formats for further manipulation and
refinement. Attendees should leave this session with a clear
understanding of what TAM Report Searches are capable of and enough
understanding of the mechanics of the Search process to go back to their
offices and begin experimenting on their own with confidence.
Possess awareness of how the report searches in TAM
expand ability to pull data from the system.
Recognize the need for increased familiarity with the
criteria options when using a search as opposed to a canned
Demonstrate the ability to use the TAM Report