X

Course #3030-Help, I Need Somebody!!!  (Hands-On)
Level: ALL            Target: ALL
Have a question, a problem or idea?  Tell a user! Come learn how to use eCommunities to connect with agents everywhere and use PERS to influence product development at this hands-on session. You’ll also find out the most efficient way to get the support you need when you need it.

Close

X

Course #3031 - Dirty Little Secrets
Level: ALL            Target: ALL
Do you know how your databases affect your daily use of AMS Prime? Find out here. We’ll discuss the customer, policy and accounting databases in-depth. And, we’ll also show you what fields are available in Marketing and Automemos.

Close

X

Course #3042 - Taking ODBC to the Next Level (Hands-On)
Level: ADV          Target: ALL
Advance your knowledge at this advanced, hands-on class. You’ll learn how to set up complex queries and query templates, ad hoc reports and more. Learn by doing and take your basic knowledge to the next level. This is not a class for beginners.
PREREQUISITE(S): Reporting Knowledge/p>

Close

X

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!

Close

X

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.

Close

X

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.

Close

X

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

Close

X

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.

Close

X

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.

Close

X

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

Close

X

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

Close

X

Course #3130 - Integration Station (Hands-On)
Level: ALL            Target: ALL
Find out how to integrate third-party products to make your agency super efficient. We’ll discuss Producer Plus, AMS TransactNOW and AMS Prevail Network, as well as various rating product options.

Close

X

Course #3131 - The Proof is in the Form
Level: ALL            Target: ALL
Find out how to service your clients more efficiently by speeding the creation of certificates, binders, evidence of property and I.D. cards. We’ll also show you how to use AMS Prime to manage multiple certificates more easily.

Close

X

Course #3142 - Performance Analyzer (Hands-On)
Level: ADV         Target: ACCT,IT,OM,SA
You've seen it demonstrated—now let's use it. Join us for the first-ever, hands-on Performance Analyzer session. You’ll learn how to  transform your data into a business analysis tool.  You’ll see the different ways to  view your data; including comparative views. We’ll also discuss reporting capabilities.
PREREQUISITE(S): View the Pre-recorded WebEx/Podcast

Close

X

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

Close

X

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.

Close

X

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.

Close

X

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.

Close

X

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

Close

X

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

Close

X

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.

Close

X

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.

Close

X

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.

Close

09NC-header image

Click Course Title to view session description

Thursday  Friday> Saturday>>
Time
AMS Prime
BenefitPoint
Exec. Briefing
Product Demo
Connectivity
IT Track
Thurs., March 12

2:00 - 3:15
Time
AMS Prime
BenefitPoint
Exec. Briefing
Product Demo
Connectivity
IT Track
Thurs., March 12

3:30 - 4:45
3160-
eDiscovery

 

Click Course Title to view session description
Thursday  Friday> Saturday>>


Special Thanks to Our Corporate Partners and Sponsors for Their Support

Corporate Partners

.