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Course #5030-Dirty Filters?  Change ‘em! (Hands-On)
Level: ALL            Target: ALL
Come learn how to set up common filters and how to use existing AMS Prime data to complete your Power 10 fields. You’ll learn by doing as this class is hands-on.

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Course #5031-Data Do's and Don’ts
Level: ALL            Target: ALL
Learn how to input data so it will flow correctly into the updated ACORD forms. We’ll cover both Commercial Property and Commercial General Liability in this session.

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Course #5042-Client Level Units at Risk (Hands-On) (R)
Level: BASIC       Target: CSR SA
See Course #4042 for class description.
PREREQUISITE(S): View the Pre-recorded WebEx/Podcast

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Course #5043-Commercial Lines Round Table
Level: ALL            Target: ALL
Users helping users—and sharing their real-life experiences—is what this session is all about.  You’ll have the opportunity to talk to Commercial Lines CSRs from comparable-sized agencies about the challenges you face daily and what you can do to make life easier.

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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 #5130-Direct Bill or Sam or Bob or Ted (Hands-On)
Level: ALL            Target: ALL
Learn from other users at this interactive session. Find out how other agents are using Direct Bill, how to troubleshoot issues and learn tips on how to make this timesaver work for you. Bring your questions―and your solutions.

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Course #5131-Outsource-Export
Level: ALL            Target: ALL
We’ll show you how to export Marketing Filter Data to Excel and use Word to create your Mail Merge campaign and how to create the same campaign with AMS Prime. You’ll learn the pros and cons of each, so you can determine which solution works best for your agency.

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Course #5142-Create Your Own User Defined Fields and Pages (Hands-on) (R)
Level: INT            Target: CSR IT SA
See Course #4142 for class description.
PREREQUISITE(S): View the Pre-recorded WebEx/Podcast

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Course #5143-Download Round Table
Level: ALL            Target: CSR IT OM SA
Bring your download questions, experiences and solutions to share with other users—at this interactive, round table session. Learn from other agencies and gain the confidence to expand the download process in your agency.

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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 #5330-Agency Bill or Ted's Excellent Adventure (Hands-On)
Level: ALL            Target: ALL
Join this discussion on Agency Bill. Share your thoughts with other users and learn how to troubleshoot with ease. Bring your questions and solutions to this lively session.

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Course #5331-Make Something Happen...
Sell
Level: ALL            Target: ALL
What’s the best way to handle marketing? Find out what your peers are doing at this discussion session. We’ll discuss the value of marketing from outside prospect lists, the Internet and download reports―as well as the best way to handle leads once you get them.

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Course #5342-Come See the Wizard of Certs and EPI (Hands-on) (R)
Level: BASIC       Target: CSR
See Course #4242 for class description.
PREREQUISITE(S): View the Pre-recorded WebEx/Podcast

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Course #5343-Accounting Round Table
Level: ALL            Target: ACCT
Have an accounting challenge—or solution? Come learn from and share with your peers. During this round table, you’ll have the opportunity to talk about real-life experiences and workflows, gain insight, and meet some great people, too.

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Course #5430-Tips, Tricks, and Future Treats (Hands-On)
Level: ALL            Target: ALL
Here’s the premise: bring the best tip you received in each session you attend. (Of course, we’ll bribe you to do this, with the chance to win a fabulous prize.) Then sit back and talk about the future of AMS Prime. What’s coming, what’s needed―what to expect.

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Course #5431-Considering Online? AMS Prime Online & AMS 360
Level: ALL            Target: ALL
Going Online? This session will help you decide which way to go. We’ll compare AMS Prime Online to AMS 360 Online so you can see what’s right for your agency. You’ll learn the pros and cons of each in this interactive session.

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Course #5442-Importing/Exporting Scheduled Data (Hands-on) (R)
Level: BASIC       Target: CSR IT SA
Learn by doing at this informative class. You’ll practice importing and exporting policy and client schedule data; personalizing agency spreadsheets for import and export—all with an expert close-at-hand to check your progress as you go.
PREREQUISITE(S): View the Pre-recorded WebEx/Podcast

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Course #5443-Document Management Round Table
Level: BASIC       Target: ALL
Learn and share with your peers at this round table discussion. We’ll discuss how to plan for document management, how to implement a plan and the options that are available. Questions? Insight? Bring it all here.

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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 #5371-Streamlining Agency Administration
Level: ALL            Target: ALL
Organizing critical agency and employee data can strengthen data security, improve administrative efficiency and enhance compliance capabilities. Proper data management, when combined with appropriate functionality, can have a significant impact on how an agency can manage its administrative functions. Find out how this AMS Users’ Group endorsed product can help.

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Course #5370-The Producer Lifecycle Explained
Level: ALL            Target: ALL
The lifecycle of a producer involves many steps and touches agencies, carriers, education providers, state regulators and, of course, the customer.  Understanding the lifecycle can help you find and retain the best producers.  We'll explain how.

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Course #5360-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 #5361-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 #5380-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 #5390-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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