Using Search in TAM Reports

Target Audience: Accountant/Bookkeeper, Administrative

Member Rate: $59 
Non-Member Rate: $109

Presenter: Jason Hoeppner

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| 1:00pm CST

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.

Learning Outcomes:

• 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 report.
• Demonstrate the ability to use the TAM Report Searches.

Class level: Intermediate
Platform: TAM