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Course #3020 - Know What's Happening In Your Agency
Level: INT            Target: OM
Learn how to use AMS InStar to determine what’s really happening in your agency—what your employees are doing and if they’re using the system to the fullest. Come find out how to use AMS InStar to make sure you get the most out of your technology investment.

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Course #3021 - What Can AMS InStar Do for You
Level: ALL            Target: ALL
Does your staff tell you AMS InStar can’t do something?  Well, yes it can! Come find out how to use AMS TransactNOW for real-time transactions and rating, how to import and export from a variety of sources, including carrier websites and other third-party applications.  Make sure you get the most from your system here!

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Course #3022 - New User Roadmap to Success – Part 1
Level: BASIC       Target: ALL
This is part 1 of a two-part workshop. Get started with AMS InStar the right way. We’ll show you setup tricks that are critical to success, and go over the  basics of the system. Get a jump start on your productivity by attending this class.

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Course #3043 - Increasing Sagitta Efficiencies
Level: BASIC       Target: ALL
Get more done in less keystrokes. We’ll show you some tips, tricks and shortcuts to help you get to what you need in Sagitta much faster.  A few keystrokes a day can be big timesavers!

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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 #3120 - Let's Create a Workflow
Level: INT            Target: OM
Come learn the Power of Change process to enable you to map and document your workflows more efficiently, streamline your processes and make sure you’ve covered every detail. Make sure you have everything covered by attending this class.

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Course #3121 - Studio: Using the New Features
Level: ALL            Target: ALL
Make sure you take advantage of all the benefits of upgrading to Studio by attending this session. We’ll show you how to use Studio Word Processing and other new features to help your agency accomplish more in less time.

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Course #3122 - New User Roadmap to Success – Part 2
Level: BASIC       Target: ALL
This two-part workshop is designed to help new AMS InStar users jumpstart the benefits they receive from this system. During part 2, you’ll learn the key functions to help you better manage your business. PREREQUISITE(S): Attending Course #3022 - New User Roadmap to Success – Part 1

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Course #3143 - Word 2007 and the AMS Administrator
Level: INT            Target: CSR SA
What’s new in Word 2007? During this class we’ll explain the differences between Word 2003 and 2007. You’ll also learn how to use Word and AMS Administrator to create better, faster proposals.
PREREQUISITE(S): Attending Course #??? New User Roadmap to Success - Part 1

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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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