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Course #4000 - Understanding Document360
Level: BASIC  Target: ALL
During this session, you’ll explore the setup options and workflow techniques of using the “My Document” area of Document360.  You’ll learn defining methods, how to use “on-demand” processing, as well as “front-end” and “back-end” scanning methods.  You will love the drag & drop technique.  Come and find out how easy it is to go paperless with Document360.

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Course #4001 - Download Setups/Tips
Level: INT      Target: IT SA
Downloads are a snap when you have all the right setups. We’ll show you the proper setups and review the coverage code imports you need. We’ll also explain the in’s and out’s of the download report that is so important to understanding how data comes into your management system.

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Course #4002 - In-House Server Admin 2.5 and Up
Level: ALL      Target: IT SA
This class was designed for the in-house system administrator who wants to learn the administrative responsibilities necessary to maintain the system. We’ll also discuss server configuration and suggestions for business continuity and disaster planning.

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Course #4003 - Performance Analyzer
Level: ADV     Target: IT OM SA
Learn how to use Performance Analyzer to quickly assess your business performance and plan strategy. We’ll discuss how this powerful tool integrates with AMS 360, as well as its graphical options and advanced reporting features.

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Course # 4050 -Introduction to Operational Reporting
Level: BASIC       Target: CSR PR
The right operational reports can help you run your agency more efficiently and get the business intelligence you need. Learn how to generate activity and sales opportunity reports, and use these to identify outstanding tasks; how to create contact reports for mail merge; and how to run data quality reports, too.

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Course #4060 - The Power of an Effective Second-in-Command
Level: ALL            Target: ALL
Many CEOs have so much “noise” going on in their lives and agencies that they lose effectiveness and get more frustrated by the day. Learn the Ten Principles that can “make the noise go away” through the use of an effective second-in-command.
Larry G. Linne, President, Sitkins Group Inc.

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Course #4061 - Agency Value: Special Factors
Level: ALL            Target: ALL
What do you need to know NOW to optimize agency value in light of potential tax law (and other) changes following the 2008 election? Learn what affects agency value, including terms and sale structure, as well as how an internal succession compared to a third-party sale impacts worth.
Larry Morrison, Business Transition Network Inc.

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Course #4070 - Are You as Compliant as You Need to Be?
Level: ALL            Target: ALL
State regulations regarding agent licensing and compliance are constantly changing. Failure to comply can cost you money and your reputation.  But compliance doesn't have to be difficult and it doesn't need to take a lot of time if you have the right tools.  Come see those tools here.

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Course #4080 - Best Practices in the REAL World for the Exec
Level: ALL            Target: ALL
Come learn to be the best. We’ll discuss best practices and show you how to implement these workflows in your agency. Learn about the tools that can help you, including the Best Practices Guide.

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Course #4090 - Technology - Managing the Policies
Level: ALL            Target IT OM SA
Studies show how quickly personal use of the Internet and e-mail can zap productivity and even bring E&O risks. How do you protect your agency? Our panel will discuss their experience in setting up  Internet , e-mail and mobile device usage policies and the best method of enforcement.

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Course #4062 - Manage Beyond Your Renewals
Level: ALL            Target: ALL
Discover the behaviors and best practices used by the leading independent agencies to create value in their organizations. You’ll learn some key statistic and metrics—and see how you measure up.
Brian Deitz, Reagan Consulting

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Course #4100 - Understanding Security Setups in AMS 360
Level: ALL      Target: IT SA
Join us for a look at security options in AMS 360. We’ll discuss business unit security, including what it’s for and its benefits, as well as service group security and bank security. We’ll also talk about how to handle security setups and who should be allowed access.

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Course #4101 - Renewal Management
Level: INT      Target: CSR OM PR
Come learn how to electronically manage your renewal process with AMS 360. We’ll also discuss the remarket process. We’ll show you how to save time, work more efficiently and improve communications.

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Course #4102 - Using Document360
Level: ALL      Target: ALL
Paperless is made simple with Document360. Learn the workflows for on-demand, front-end and back-end scanning. See how to make the most of this comprehensive feature.

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Course #4103 - System Admin Round Table
Level: TECH   Target: IT SA
Talk to us! During this interactive session, attendees will have the opportunity to discuss recurring challenges and get solutions from other users.  It’s a chance to offer your advice as well. We’ll also talk about the best ways to use FOCUS and eCommunities to keep the dialog going.

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Course # 4150 - The Basics of a Broker Admin
Level: BASIC       Target: BA
Learn how to add and manage new hires and terminations, maintain Account Teams, and customize the applications to meet your business needs. Be an Office Champion!
PREREQUISITE(S): Broker Admin Role in BenefitPoint

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Course # 4151 - Plan Management:  All Plans Must Come to an End
Level: INT/ADV Target: CSR PR
Come learn how to manage and monitor plans for more efficient reporting and more reliable data integrity. We’ll show you advanced plan management features―including how to capture origination reason, access plan history, cancel and reinstate across accounts and perform mass renewals.

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Course #4160 - We Can Impact Where Agency Technology Goes
Level: ALL            Target: ALL
Join Industry Affairs experts  for an interactive "Progress Report,” and see how your voice truly does makes a difference in the work being discussed, planned, and executed with The AMS Users’ Group, AMS, carrier partners and the industry. Bring your "Key Carriers" to this session. It’s all about cooperation.
Industry Affairs Committee

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Course #4161 - Structuring a Win/Win/Lose Sale
Level: ALL            Target: ALL
Changing tax laws will affect the sale of your agency. Come learn the most important considerations and key tax control tools you’ll need when structuring an agency sale. Almost all agency sales commanding a premium price will involve an “earn-out.” Find out the various ways to structure an earn-out, and its benefits, too.
Larry Morrison, Business Transition Network Inc.

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Course #4162 - Does Your Team Have What It Takes to Win?
Level: ALL            Target: ALL
Winning teams operate at peak performance, with high productivity, low turnover and minimal stress – all while capitalizing on the unique strengths of each of their players. Course participants will be introduced to the Path Elements Profile personality and communications tool, designed to transform your agency team into a winning team.
Lane Henderson, Lane Henderson Communications

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Course #4170 - Proposals in AMS Producer Plus
Level: ALL            Target: ALL
Learn how to use the new proposal system in AMS Producer Plus, as well as the best way to create and use custom Proposals. We will review common problems and solutions, and walk you through the process of creating a custom proposal, and adding it to the system.

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Course #4180 - REAL Carrier Connections
Level: ALL            Target: ALL
Join us at this open forum of agents and carriers discussing carrier implementations of real-time.  We’ll talk through roadmaps and roadblocks—and how to work better together.

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Course #4190 - Mobile Security
Level: TECH         Target IT
Mobility brings freedom―and new security threats. Learn about the new threats in the mobile environment, including security compromises, data theft―as well as the best way to secure the mobile devices in use at your agency.

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Course #4200-Commercial Lines Submissions
Level: BASIC  Target: CSR PR
In this session we will review how to create and submit new business, as well as remarket submissions in AMS 360. The discussion will include submission tracking and how to easily navigate through eForms.

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Course #4301-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 #4302-Becoming a Power User
Level: ADV     Target: CSR
Become a power user and learn the tips and tricks you need to push AMS 360 to the max. We’ll discuss setups and techniques to get new-found efficiencies from your system.

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Course #4303-Forensic  Accounting
Level: ADV     Target: ACCT
Get the magnifying glass out and look deep into the detail of your accounting setups.  We’ll show you how to analyze financial reports, identify the errors and delve into the depths of your sub-ledger.

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Course #4250-RTM: Commission Tracking
Level: ALL            Target: ACCT
Learn how to manage payee records and plan splits; enter and post commission statements; and create reports.  We’ll also explain how to upload electronic statements for a carrier―to save time while improving productivity.

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Course #4260-AMS Services/Vertafore Town Meeting
Level: ALL            Target: ALL
Attend this interactive meeting to hear what AMS Services/Vertafore has been working on and what projects are planned for the future. Give them your input on what they did great this year or what needs improvement. Hear from AMS Service's executive team as they tell you about the company direction for 2009 and beyond.
Euan Menzies, AMS Services

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Course #4261-The Key to Increasing Income and Protecting Wealth - Part 1
Level: ALL            Target: ALL
During this two-part session, you’ll learn how to protect your business and personal assets from litigation. We’ll discuss proper entity structuring, tax reduction and capital gain elimination. Gain the freedom to run your business without worrying about protecting your hard-earned income from legal predators.
G. K. Mangelson, National Foundation for Tax Planning and Asset Protection

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Course #4270- AMS Producer Plus Integration
Level: ALL            Target: ALL
Learn how to transfer submission information between AMS systems and AMS Producer Plus. We'll discuss how to configure integration, as well as Importing and Exporting data. You’ll discover how to fill out forms, what to do when the Export reports a problem, and how to use imported data in Proposals.

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Course #4271- Employee Internet Management
Level: ALL            Target: IT OM SA
Learn what  Panoptech, The AMS Users’ Group endorsed Employee Internet Management device can do, with a full product demo.  We’ll discuss the potential risks associated with Internet abuse, including Internet  security, and show you how monitoring activity can decrease risk and increase productivity.

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Course #4280- Catch the REAL Wave
Level: ALL            Target: ALL
Learn what the industry leaders are doing for you and how you can get involved.  We’ll discuss The AMS Users’ Group Industry Affairs and Connectivity Committees—and how these are interacting with  ACT, AUGIE, ACORD and more.

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Course #4290- Becoming a Change Agent
Level: BASIC       Target ALL
Change happens―but the question is, how do you get everyone on board? During this session, you’ll learn the importance of managing change, how to track the emotional side of change amongst your staff―and how to turn your employees into change advocates.

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Course #4051- Reporting: How Firms Leverage Data
Level: INT/ADV Target: OM PR SA
How are other agencies using business intelligence? During this interactive class, our panel will explain how they mine specific agency data and how they customize reports to get the information they need. They’ll answer your questions, and listen to your input. It’s a session where everyone learns from each other.
PREREQUISITE(S): RFP/Renewal  User

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Course #4071- NEW Services for Commercial Lines
Level: ALL            Target: ALL
Hear how three agents/brokers met the needs of high-volume accounts like contractors, truckers, condo associations and municipalities, and dramatically reduced their workloads in the process. They’ll discuss how they’ve leveraged AMS Users’ Group’s endorsed product CSR24 and other technology to continue to expand their business even in this uncertain economy.

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Course #4072- Spam - Now It’s Serious
Level: ALL            Target: ALL
Attendees will get an overview of today’s leading methods for protecting their business and people from Internet pollution including spam, viruses, and more importantly identity theft. These threats pose more significant risks today than ever with spammers becoming more sophisticated than in years past.  We’ll discuss the different types of e-mail, various methods of cyber attacks and the scope of these risks, allowing you to gain an understanding of the potential impact to the health of their organizations, as well as solutions from AMS Users’ Group endorsed product vendor AppRiver.

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Course #4171-Business as Usual. No Matter What.
Level: ALL            Target: ALL
Business Continuity Planning is critical for insurance agents. Find out how to easily develop a customized program for your agency, and how AMS Users’ Group endorsed product, ReadySuite, provides you access to the four key elements of recovery: power, space, technology and connectivity within 48 hours of any business interruption.

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Course #4172-Hosted Microsoft Exchange E-mail
Level: ALL            Target: ALL
Attendees will learn how to access Microsoft’s state of the art e-mail system to improve agency productivity using a pay-as-you-go model minimizing their financial risk.  Understand the benefits of the rich messaging functionality of Microsoft Exchange without the administrative or technical burden of running it in-house. Hosted Exchange benefits include shared calendars, contacts, public folders and more; you can access your information regardless of your location, in your office via your LAN and Microsoft Outlook, remotely over the web with Outlook Web Access (OWA) or from your mobile device, providing users with instant access to all of their information, improving business communications and productivity. Find out what this AMS Users’ Group endorsed product can do for you.

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Course #4262- E&O Claim Case Study
Level: ALL            Target: ALL
Learn from a real-world case study. We’ll look at the various AMS products and show you how the proper use of these tools and the right workflows can significantly reduce the agency’s E&O exposure. We’ll also discuss how to communicate this need to your staff.
Curtis Pearsal, Utica National Insurance Group

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Course #4350-Connect Through Web Services
Level: ALL            Target: ALL
Web services is a low-cost development alternative for integration with your internal and client-facing systems. Find out what this open architecture can do for you. You’ll learn how to retrieve, insert and update real-time BenefitPoint details and easily import this data into other systems.

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Course #4351- Coding Against Web Services
Level: TECH         Target: ALL
During this interactive session, you’ll learn how to develop code that can help you find, update and insert information into BenefitPoint, and extract data from the system for use in others. You’ll have the opportunity to ask questions and share your ideas with other users.
PREREQUISITE(S): Knowledge of Excel

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Course #4360-Old Duds/Young Studs
Level: ALL            Target: ALL
As new young Producers come into agencies, they bring the "Generation X" culture with them. How does this new "culture" mix in with the historic "mature" sales environment? Join the panel presentation and see what new opportunities arise out of these new dynamic agencies!

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Course #4361-The Key to Increasing Income and Protecting Wealth - Part 2
Level: ALL            Target: ALL
This is a continuation of Course #4261 - The Key to Increasing Income and Protecting Wealth - Part 1.
PREREQUISITE(S): Attending Course #4261, View the Podcast and Experience in Microsoft Outlook
G. K. Mangelson, National Foundation for Tax Planning and Asset Protection

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Course #4362-Crossing the Divide - Multi-Generational
Level: ALL            Target: ALL
Doing business with the diversity of age, values, and beliefs of our associates requires understanding, knowledge, and the ability to adapt. Learn what it takes to successfully communicate across the generational divide to build teamwork and agent relationships.
Emily Huling, Selling Strategies Inc.

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Course #4370-Business Convergence  (R)
Level: ALL            Target: ALL
Today's competitive marketplace demands that your business transactions, records of those transactions and transparency into your operations all work together.  Come discover the necessity of unifying these key components of business success within and beyond the agency walls, and learn how to bring content management, workflow and business intelligence together.

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Course #4380     Connectivity
Best Practices in the REAL World for CSRs
Level: ALL            Target: CSR
Come learn the best practices and workflows to implement in your agency.  Find out how to use all the tools we have available and how to utilize the Best Practices Guide and see great results.

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Course #4390-SharePoint
Level: ALL            Target ALL
Learn the differences between SharePoint Services and portal server. This scalable new tool simplifies collaboration, forms creation, and eliminates duplicate entry. We’ll discuss possible migration, security, and administration issues, and give you the information to help you make the right decision for your agency.

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