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Course #3000 - Personal Lines Workflow
Level: BASIC  Target: CSR
If you want to learn the workflows for Personal Lines in AMS 360, then this is the place to be!  You'll discover how to efficiently handle new business and renewals.  We'll also discuss how to handle endorsements and cancellations.

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Course #3001 - Coming Attractions (R)
Level: ALL      Target: ALL
Come hear about the newest functions of AMS 360 straight from the development experts! You’ll learn the latest on updates, future enhancements and what to expect down the road. It’s sure to be a sell out, so sign up early!

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Course #3002 - Specialty Business Needs
Level: ADV     Target: CSR SA
Learn how to create the specialty data entry you need in this power-packed session for specialized agencies. Find out how to create the letters and forms you need, and gain a full understanding of how the data flows.

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Course #3003 - Bookkeeping - Part 1
Level: BASIC  Target: ACCT
This two-part session makes you a bookkeeping pro. You’ll learn about cash receipts, disbursement methods, including recurring checks.  We’ll also cover daily process and how to handle month end.

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Course # 3050 - Main Session - Product Update
Level: ALL            Target: ALL
Find out what’s coming in BenefitPoint―from product and strategy news to service initiatives and technology upgrades. Come get a glimpse of the future right here.

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Course #3060 - Hiring and Firing - The Right Way
Level: ALL            Target: ALL
This session will give you a clear understanding of labor laws as they relate to the hiring process, managing and disciplining employees, and terminations. You’ll learn the right ways to both interview and terminate employees, avoiding actions that may be considered as harassing or discriminating.
Jim Schulist, Schulist Interests Inc.
Mary Schulist, Schulist Interests Inc.

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Course #3061 - First-Rate Training Program for Producers
Level: ALL            Target: ALL
Learn from someone in the trenches as this AMS Sagitta user shares her proven training program for producers, beginning with college internships. You’ll leave with ideas on how to create your own program. Topics include: recruiting tools, sales training, technical learning and application, culture orientation, coaching models, and how to fund this investment.
Kris Manning, Holmes Murphy & Associates

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Course #3070 - New Features in PL Rating
Level: ALL            Target: ALL
Check out the new features added to SilverPlume's PL Rating product in the last year to make it the most effective, new business premium comparison tool. Come see how you can quote more business in less time.

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Course #3080 - REAL Tools to Improve Your Bottom Line
Level: ALL            Target: ALL
Learn how Real-Time Connectivity brings value to your agency and measurably increases productivity.  Find out what’s involved in going real-time, and how to gauge your potential returns.

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Course #3090 - Managing Your Virtual Environment
Level: TECH         Target: IT OM
Learn from other IT pros as they discuss the practical applications of managing a virtual environment. They’ll explain the best use of your existing equipment, what kind of cost savings to expect and the challenges―and benefits―of going virtual.
PREREQUISITE(S): Basic Understanding of a Virtual Environment

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Course #3062 - Future Agency
Level: ALL            Target: ALL
The world is changing and will continue to change at a rapid pace. Are you ready for the future? Find out how technology, human resources, changing needs, and changing buying habits will create three distinct agency models in the not-too-distant future.
Larry G. Linne, President, Sitkins Group Inc

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Course #3100 - Creating Form Letters
Level: BASIC  Target: CSR SA
Learn to be a form letter pro right here. Find out how to create templates and use form letters with merge fields. You’ll also learn how to embed artwork, charts and graphics to give your correspondence a more polished look.

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Course #3101 - Commercial Lines Data Entry (R)
Level: INT      Target: CSR PR
During this session, you’ll learn how to enter new business, endorsements, how to use the “Get Coverages/Vehicles” feature and more.  We’ll also show you how to re-number vehicles or drivers and review the new grid changes that will make your data entry easier.  Don’t miss it!

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Course #3102 - Real-Time Integration with BenefitPoint
Level: ALL      Target: ALL
BenefitPoint data transfers to AMS 360 through a seamless integration! Learn how to prepare your data for real-time integration, and hear real-life stories of integration success. We’ll also take you through the integrated areas for customer, policy and revenue data.

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Course #3103 - Bookkeeping - Part 2
Level: INT      Target: ACCT
In part two of this two-part session, we’ll discuss how to handle producer commissions, creating and paying your agency Account Current and Bank Reconciliation.
PREREQUISITE(S): Attending Course #3003

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Course # 3150 - Hot Topics in the Benefit Industry
Level: ALL            Target: ALL
The benefits industry is constantly changing. Come find out the latest industry trends―and how these will impact your business―at this informative session.

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Course # 3151 - Why Use BenefitPoint as Your Management System?
Level: ALL            Target: ALL
Is BenefitPoint right for you? Find out here. Come see first-hand how BenefitPoint leverages your data and helps you improve your business.  Find out how the system gives you instant access to client information, enables you to benchmark more easily, track data and income, and provide employee communication tools.

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Course #3160 - eDiscovery
Level: ALL            Target: ALL
The judicial system is catching up with the electronic age. New Federal Rules of Civil Procedure related to eDiscovery are in effect. How do these impact your agency? Join us to find out some practical advice on how to stay compliant in an ever-changing
e-environment.

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Course #3161 - Learn to Speak Your Customer's Language
Level: ALL            Target: ALL
Get a first-hand look at the Path Elements Profile (PEP) personality tool, which enables you to recognize your customers' preferred communication style and way of doing business. By understanding how your customers make decisions, respond to information and their motivating factors, you can increase revenue and strengthen long-term customer relationships.
Lane Henderson, Lane Henderson Communications

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Course #3162 - What To Do With the “Real Time” You’ve Saved
Level: ALL            Target: ALL
Discover how to use real-time transactions to gain more business with your current customers, without hiring extra salespeople. You’ll learn how to change your staff’s processes to manage these new procedures and make the paradigm shift in time usage to take full advantage of all the “Real Time” you have saved.
Jerry D. Fox, James M. King & Associates

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Course #3170 - Take AMS Producer Plus to New Heights
Level: ALL            Target: ALL
Learn how your agency can use AMS Producer Plus to get into other markets and increase your organic growth.

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Course #3180 - What's REALly Coming That Will Push Your Buttons (R)
Level: ALL            Target: ALL
What is really new in the world of connectivity?  We’ll tell you all about it. Topics include:  Web services, download, download certification, claims, alerts and activity notes, tools, commercial lines application upload and the book roll tool. Find out the latest here.

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Course #3190 - Podcasting for the Agencies
Level: BASIC       Target ALL
Learn how to mobilize your agency training with Podcasts. We’ll discuss how to best communicate beyond the “walls” of your agency and how to disseminate the broadcast to multiple devices and types.

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