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Course #5010-Understanding Security Setups in AMS 360
Level: BASIC       Target: ALL
Security is one of the hottest topics for migrating agencies today. Join us for a look at security in AMS 360. We’ll show you the newest setups in the latest version, and provide customization tips for your employee Group Settings.

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Course #5011-Billing Corrections
Level: INT            Target: ACCT CSR
Come learn the “undo” of invoicing. We’ll cover corrections such as billing type, change of company or personnel and more. Join us and learn how to make billing boo-boos disappear!
PREREQUISITE(S): Basic AMS AfW Billing Knowledge

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Course #5002-Understanding Schedules, Proposals and Summaries
Level: BASIC  Target: ALL
In this session, you’ll learn how to use the existing Schedules, Proposals and Summaries files that come with your AMS 360 system. You’ll learn how to edit templates to format your documents and use merge fields and bookmarks.

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Course #5003-Advanced Invoicing
Level: ADV     Target: ACCT CSR
This class focuses on your more challenging billing scenarios. We’ll discuss multiple-entity billing, subscription billing and premium financing. You’ll also learn how to handle installments and binder billing. Take your invoicing knowledge to the next level.

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Course # 5050-Activity Log: Tracking Client Issues
Level: BASIC       Target: ALL
Find out how to use BenefitPoint to track client conversations and requests, document the steps taken and resolutions, and also record the time spent managing these individual accounts. You’ll learn how to use this information to manage your staff, generate reports and make it accessible in one centralized place.

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Course #5060-Ins Prem Fin – A Benefit to Your Agency
Level: ALL            Target: ALL
During this session we will discuss the benefits of utilizing premium financing as a quality, value added service for you and your clients. Learn how premium financing can help your agency Soar to New Heights.

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Course #5061-Producer Recruiting, Validation and Training
Level: ALL            Target: ALL
This session will explain how to bring real sales talent to your agency from outside the industry. We’ll also discuss compensation plans that work, and what to do after your candidate says, “yes ” – including training, performance monitoring and tips to achieve the greatest success in the least amount of time.
Arthur Betancourt, Marsh, Berry & Co.

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Course #5070 - Using Benefits to Boost Your Business
Level: ALL            Target: ALL
Serving your clients’ Benefits needs can help you through the soft market and beyond.  It can be an important component of commercial customer retention, as well as a significant source of additional revenue.  Learn about Best Practices to help you establish or grow your agency’s Benefits business.

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Course #5080-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 #5090-Outlook 2007 – Part 1
Level: INT            Target ALL
Back by popular demand―now expanded to two sessions. Learn what’s new with Outlook 2007 and how to use this critical tool for more effective task management. Come get control over the hours in your work day. It starts by signing up for this course!
PREREQUISITE(S): View the Pre-recorded WebEx/Podcast

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Course #5062-Selling From the Inside
Level: ALL            Target: ALL
Come learn the tips and techniques you need to grow your business from the inside out. We’ll explain what customers want and need from their CSR, how to create trust relationships, and techniques for selling additional coverages.
Emily Huling, Selling Strategies Inc.

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Course #5110-Direct Bill Options in AMS 360
Level: ALL            Target: ALL
During this session for migrating agencies, you’ll learn all about direct bill invoicing setups in AMS 360. Attend this class for a discussion of these very important considerations, and gain an understanding of the pros and cons of each.

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Course #5111-Advanced Personal Lines Workflows
Level: ADV          Target: ALL
If you want to learn the workflows for Personal Lines in AMS AfW, 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. Don’t miss it!

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Course #5102-Building Schedules, Proposals and Summaries
Level: INT      Target: ALL
Are you responsible for building  custom proposals, schedules or summaries? We’ll show you how to edit the Word template and create a pattern document. We’ll also discuss the best way to work with Merge fields.

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Course #5103-Setups and Reporting for Direct Bill Statements and Direct Bill Entry
Level: INT      Target: ACCT
What is the difference between direct bill statements and direct bill entry?   We’ll show you how to set up agency/company settings and use the billing options utility. You’ll learn how to create statements with ease. We’ll also discuss the pros and cons of reconciling versus not reconciling.

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Course # 5150-Partners for Your Client Needs
Level: ALL            Target: ALL
Learn about BenefitPoint's integration with client communication tools and third-party enrollment vendors. Offer your customers more with less effort. BenefitPoint makes it easy.

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Course # 5151-Partnering With Carriers on BenefitPoint
Level: ALL            Target: CSR PR
Learn how to leverage online responses to create client presentations with your carrier and partner vendors. We’ll show you how to customize communications for carriers, and answer your specific questions at this lively panel discussion.
PREREQUISITE(S): RTM User

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Course #5160-From Protector to Enabler
Level: ALL            Target: ALL
Find out what’s being done in the industry to protect electronic interactions with agents through encryption. Hear about innovative single sign-on technologies in the works that will simplify agent access to the numerous carrier portals used daily plus improve security of those interactions.
Jim Rogers, The Hartford

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Course #5161-Generations & Genders - Getting Everyone to Play
Level: ALL            Target: ALL
Gen X, Gen Y, Baby Boomers and G.I.’s. Many workplaces are trying to get four different generations to work together. The Gen X and Gen Y’s don’t see authority the way the Boomers and G.I.’s did. Come learn how to get everyone to play nice together. Oh, and make money.
Jeff Gaines, WiseGuide Training LLC

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Course #5162-The Acquisition Strategy
Level: ALL            Target: ALL
Learn what agencies are looking for in an acquisition candidate? Learn the methodology behind the acquisition process from those agencies who have “been there, done that.” Whether you want to acquire other agencies or be acquired yourself, this session is for you.
Jennifer Hallam, The IMA Financial Group
Jennifer McDonald, ABD Insurance Services Inc.
Roy Riley, Peel & Holland

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Course #5170-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 #5180-AMS TransactNOW REALly Grown-up
Level: ALL            Target: ALL
AMS TransactNOW is no longer just a policy look-up tool. See how the more mature AMS TransactNOW product can benefit your agency—and learn about all its new features.

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Course #5190-Outlook 2007 – Part 2
Level: INT            Target ALL
Back by popular demand―now expanded to two sessions. Learn what’s new with Outlook 2007 and how to use this critical tool for more effective task management. Come get control over the hours in your work day. It starts by signing up for this course!
PREREQUISITE(S): Attend Course #5090, View the Pre-recorded WebEx/Podcast

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Course #5210-True Confessions of a Migrated Agency
Level: ALL            Target: ALL
This panel of agents just recently migrated to AMS 360. You’ll hear their candid input on what they did, what it takes to have a good migration, and what they would have done differently. Learn from their experience at this open forum for training and preparation. Bring your migration questions.

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Course #5211-Advanced Commercial Lines Workflows
Level: INT            Target: ACCT CSR PR
Learn the right way and the most efficient way to process cancellations, reinstatements and endorsements. Attend this advanced to learn from experts in Commercial Lines Workflows

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Course #5202-Understanding and Using Production Reports
Level: ADV     Target: ACCT OM
AMS 360 has efficient ways to run your tricky production reports.  Do you know how changing the criteria changes the report?  Come learn how to set up the correct criteria and how to accurately analyze the report data.

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Course #5203-Billing Corrections
Level: BASIC  Target: ACCT
The discussion will involve the impact billing has on your agency’s financial position and methods for corrections and premium financing. We’ll discuss when to void and when to correct; how to change personnel and companies, as well as security.

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Course #5410-Online or In-House for AMS 360
Level: BASIC       Target: IT OM SA
You are migrating to AMS 360…should you go “Online” or stay “In-House?” Come and listen to agents who have made the decision as they discuss why they chose to go “in” or “on.” The discussion will include hosting; bandwidth, connectivity and equipment; as well as how to handle third-party applications.

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Course #5411-Forensic Accounting
Level: ADV          Target: ACCT OM
Get the magnifying glass out and look deep into the detail of your accounting entry. 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 #5402-Exporting and Manipulating Reports
Level: INT      Target: ACCT CSR OM SA
Come learn how to  create and use Excel Macros, and attach these to reports. We’ll show you how to create Pivot tables, and give you some insight on Excel 2007.  Report to class to get the report options your agency needs!

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Course #5403-Vendor Payables
Level: INT      Target: ACCT
Are you taking full advantage of AMS 360’s vendor payables functions? Come learn how to set up business unit allocations and templates; how to accrue expenses and how to handle cross divisional accounting with ease.

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Course #5051-Acquisitions: Simplifying the Data Transition
Level: INT/ADV Target: BA OM
Learn how to enter newly acquired accounts, plans and carrier contact information in BenefitPoint. We’ll show you how to set up your users, payees and account teams; define splits on new policies and the best way to train new users.

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Course #5450-Share Tips/Tricks for Implementation & Usage
Level: ALL            Target: ALL
Share your insight and learn from other agents. Our topic is how to best implement and utilize BenefitPoint. We’ll discuss the best way to get started, how to define data standards and manage accounts, plus how to enter plans and create requests. Bring your questions, your tips and your enthusiasm.

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Course #5451-Feedback Forum
Level: INT/ADV Target: ALL
Come share your comments and suggestions on how to make BenefitPoint work better for you.  This open forum provides you with the opportunity to discuss your feedback with the experts who make it happen.

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Course #5071-Customer Self Service – An Economic Windfall for Everyone
Level: ALL            Target: ALL
Take a closer look at CSR24 and how it addresses many agent’s needs to reduce the cost of the growing Certificate and Auto ID “paper” that policyholders are requesting.  Also learn how this process not only dramatically reduces cost, but also improves service and improves your client’s servicing experience with your organization.  When was the last time you could purchase a solution, save money and improve your client relationship?  Don’t miss this workshop and see how this AMS Users’ Group’s endorsed product works.  It will be information well worth bringing back from conference.

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Course #5072-Small Business Owners Shop for Insurance Online
Level: ALL            Target: ALL
Small business owners are turning to the Internet to find insurance. With the industry’s only online Business Application, AMS Users’ Group endorsed product NetQuote has unique data regarding an online consumer versus business owner. You’ll learn tips and techniques on how to sell these prospects, plus you’ll understand the value of filtering your leads.

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Course #5171-Recognizing E&O Issues & Recommendations
Level: ALL            Target: ALL
Learn how to develop procedures within three-to-four months,  recognize E&O Issues and eliminate inconsistencies in all 70 P&C procedures using this AMS Users’ Group endorsed product by The Grace Bauer Group Inc.

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Course #5172-Managing CSRs
Level: ALL            Target: ALL
Why do CSRs act the way they do, and can you "fix" them? This interactive session discusses your strengths, communication and management styles and what to look for in your current employees.   All attendees will complete an Omnia Profile, an AMS Users’ Group endorsed product, to be reviewed in class.

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Course #5271-QueryPlus - The Basics
Level: ALL      Target: ALL
Learn the  scope of the different types of reports available from QueryPlus, an AMS Users’ Group endorsed product. We’ll show you how to find the data you want for different reports and how to format like a pro. You’ll leave with product “how-to’s” to help you when you get back home.

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Course #5270-Removing Roadblocks to Revenue
Level: ALL      Target: ALL
The road to writing new business is paved with rocks and other barriers.  It can be complicated to navigate,  but we have shortcuts and tools to help.  Find out how to remove the common roadblocks related to producer on-boarding and compliance.

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Course #5260-Best Practices, Workflows & Information (R)
Level: ALL            Target: ALL
Laura Nettles, creator of The Best Practices Guide to Agency Business Processes and Information Management , will explain how to turn up the heat on your technology implementation. Learn how to assess your current technology and workflows, gauge your system’s impact on profitability and productivity; and monitor effectiveness of your workflow.
Laura Nettles, Nettles Consulting

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Course #5261-What’s Great in 2009 (R)
Level: ALL            Target: ALL
This session will explore the latest tools, websites and processes agencies can use to increase revenue and reduce expenses. You will learn how to use new communication tools like Wiki’s, Blogs, Facebook, and Text messaging to engage your prospects, clients and employees. Plus, we’ll discuss the latest productivity tools.
Steve Anderson, The Anderson Agency Report (TAAR)

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Course #5280-The REAL Power of Change (R)
Level: ALL            Target: ALL
ACORD's updated Power of Change is built around the five points: focusing on the customer, finding the costs, getting the cost out, streamlining the workflow and ensuring results.  Come away with basic tools to implement change in your agency.

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Course #5290-Exchange Server (R)
Level: INT            Target IT
This session focuses on using Exchange with Outlook 2003 or later. We’ll show you how to setup Exchange to work across the Internet, as well as Public Folders. You’ll learn mailbox management tips and suggestions. We’ll also discuss Exchange Journaling and the best way to create an e-mail archive.

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Course #5450-Share Tips/Tricks for Implementation & Usage
Level: ALL            Target: ALL
Share your insight and learn from other agents. Our topic is how to best implement and utilize BenefitPoint. We’ll discuss the best way to get started, how to define data standards and manage accounts, plus how to enter plans and create requests. Bring your questions, your tips and your enthusiasm.

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Course #5451-Feedback Forum
Level: INT/ADV Target: ALL
Come share your comments and suggestions on how to make BenefitPoint work better for you.  This open forum provides you with the opportunity to discuss your feedback with the experts who make it happen.

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Course #5460-Building Value Through Service Staff Management
Level: ALL            Target: ALL
This presentation will examine the interrelationship between the production staff and service staff. We will discuss the appropriate way of setting goals for the service staff and review CSR productivity data for both low-growth and high-growth agencies. Three ways to improve CSR productivity will also be revealed.
Christopher Darst, Marsh, Berry & Co.

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Course #5461-Conversations We'd Rather Eat Glass Than Have
Level: ALL            Target: ALL
“Please show up on time,” “ please spend less time socializing,” “ please stop running my agency into the ground”—these are the conversations we need to have, but love to avoid. Learn how to make these talks easier and perhaps avoid needing to have them in the first place.
Jeff Gaines, WiseGuide Training LLC

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Course #5470-Grow Your Business With SilverPlume
Level: ALL            Target: ALL
Win new business and retain current clients with SilverPlume Information Solutions' products. Learn how to differentiate your agency, equip staff with tools to understand risks and coverages, provide more effective customer service, and create additional connections to clients and prospects.

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Course #5480-REAL Commercial Lines Download
Level: ALL            Target: ALL
Commercial Lines Download is new, improved and better than ever. Come to this class to find out what’s changed, and how the process works with AMS, the carriers, and the agents.  We’ll tell you about tools that can help with workflow and what’s coming next.

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Course #5490-Disaster Recovery Panel
Level: ALL            Target ALL
What would you do if the unexpected happens?  Hear how other agencies have recovered from a disaster, what they did before and after the critical event―and what they would have done differently. Be ready for anything by taking this class.

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5251-Leveraging RTM Data
Level: INT/ADV        Target: ACCT
Learn from customers how the current revenue tracking and management (RTM) reports are utilized for forecasting and reconciliation. Explore current reporting options and identify future needs. This is an interactive panel discussion.
PREREQUISITE(S): Sagitta Version 7.x  Experience

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Course #5250- Customizing to Meet Your Firm's Needs
Level: ALL      Target: BA
Let our panel show you how to use customizations to your agency’s benefit. You’ll see how they use current data standards to create custom fields; disable their existing fields and identify personal health information and control carrier lists for adding and renewing plans. Get insights from  agency experts here.

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