REGISTER TODAY – REMEMBER that by attending meetings you become eligible for the Applied Net Give-Away that included airfare, hotel and conference registration!
This meeting is all about getting control of TAM. The morning session will be dedicated to Security Manager – Getting Control of Access in Applied TAM and Using Reports to Audit Your System. The afternoon session will be a workflow panel comprised of Laura Nelson, Judy Dzwigal and our board members.
We are pleased to have as our presenter this month Applied Client Network Master Presenter, Laura Nelson, President LRN Consulting Services LLC. Laura has over 30 years experience in the insurance industry as well as over 20 years experience using Applied Systems. For 15 years she was the CFO of a large multi-location insurance agency. She was President of the South Florida Applied Users Group, Director of the Professional Insurance Agents (PIA) of Florida and served on national committees of Applied Client Network.
Security Manager – Getting Control of Access in Applied TAM: We will look at setting up groups and users to make these setting easier to understand and adjust in Security Manager and various items to turn on for efficient utilization of the system as well as making your users more effective.
Using Reports to Audit Your System: We will discuss various ways reports will help audit your system to make sure your information has integrity and what is going on in your agency.
Workflow Panel: We will discuss various workflows used in different agencies, departments, etc. Bring all of the questions you have always wanted to ask and get the combined wisdom of all your colleagues.
Cancellation policy: NO Refunds given after Friday, April 10, 2015