Vision 4.0: Producer/Broker Reconciliation

Vision agencies that want to truly reconcile producer/broker payables will especially appreciate new and modified features in the upcoming release of The Agency Manager^® Vision SeriesT.

Vision 4.0 features an optional tracking module that allows total payment, partial payment, or nonpayment of items that appear on your monthly Producer/Broker Commission reports. In addition, Vision 4.0 features an optional bulk method for creating disbursements or journal entries for these  producer/broker commission items. Consider the number of producers and brokers you pay, and imagine how much time you will save by being able to batch-create general ledger entries. Another benefit: Reduced errors
and omissions.

All Vision users will benefit from modifications of the Vision base product, which give you the ability to:

• Install separate payment options for producers and brokers

• Pay producers and/or brokers on fully paid items for direct bill

• Defer broker payables

• Pay brokers only on fully paid agency bill items

In addition to these base product modifications, Vision 4.0 offers a component that provides producer/broker reconciliation capabilities. This component delivers a new reconciliation program with a workflow similar to that of company statement reconciliation. Vision users interested in this functionality may purchase it separately, as it is not part of the standard Vision software.

For additional information on Producer/Broker Reconciliation in Vision 4.0, please contact Client Solutions at csnews@appliedsystems.com, or 800.999.5368.

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Making the most of real-time technology

Want to make that blue butterfly soar? Click on the links below to see demos of how to most efficiently use IVANS® Transformation StationT.

• Make Payment

• Claim Inquiry

• Multi-company rate issue

• Policy Inquiry

• Billing Inquiry

• First Notice of Loss

Click here for more information on Transformation Station.

Questions? Contact Software Support at support@appliedsystems.com,
or  800-999-6512.

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Document management webinars return

Is your agency considering going paperless, or are you in the beginning stages? Are you overwhelmed with the decisions involved with deciding which scanning methodology best suits your agency, determining exactly what to scan, identifying how to incorporate new scanning processes into current TAM workflows? If so, this three-part webinar series is for you.

The series is sponsored and presented by Applied Strategic Services. Each session is offered twice each week. Simply choose the date for each session that works best with your schedule.

·   Webinar 1, "Paper-free: Jumping the Hurdle." October 10 or 11, 2006, 1 p.m. CST.

·   Webinar 2, "Paper-free: Making the Right Choices." October 24 or 25, 2006, 1 p.m. CST.

·   Webinar 3, "Paper-free: Launching the Process." November 14 or 15, 2006, 1  p.m. CST.

For document management webinar pricing and registration information, contact Client Solutions at csnews@appliedsystems.com or 800-999-5368.  Seats are limited, and reservations must be placed by October 6, 2006, so reserve your seat today.

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You asked for it
Help to perform at your very best

Applied Systems is about to launch the new Superior Performance Program designed for any agency interested in attaining and/or sustaining peak performance. This multi-component program combines on-site and phone consulting service, and was created in response to customer requests and needs.

For information, contact Client Solutions at csnews@appliedsystems.com,
or 800-999-5368.

The Superior Performance Program includes:

• "Setting the Benchmark," an on-site, two-day session to identify strengths/opportunities and position your agency to be successfully guided and coached through the following four structured phases of system improvement.

  • Phase 1, "Protecting the Basics." Reviewing the fundamentals of your system and your agency: Are they in sync for maximum business return on your investment?
  • Phase 2, "Outsmarting the Consistency Challenge." Finding your "right way" and sticking to it.
  • Phase 3, "Maximizing Success." Discovering there is no "win" without proper scoring-ongoing measure of business growth and system utilization, which are mutually inclusive.
  • Phase 4, "Scaling the Next Peak." Realizing you can move on to broader functionality, and mapping out the steps to get there.

• "Harnessing Your Power," a session to propel you into
  the future.

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Important reminder: Set up Billing Role
to be notified of Support fee changes

If you have not already done so, please wait no longer to designate someone in your business as a Billing Role, the person authorized to access your account on the Applied Systems Web portal for users.

In December 2005, you were notified that effective March 1, 2006, we would implement a new method to notify you of a change in your EFT debit amount or the charge to your credit card reflecting a change in your support and maintenance fee.  With the new method, you no longer receive an email explaining the fee change. Instead, your office's Billing Role designee receives an email providing notice that the fee has changed and listing a link to a secure website where the change can be viewed. The information is available on the secure website 48 hours before the debit or charge is made.

Your Billing Role designee will be able to see current and past invoices online at any time. If you change your Billing Role designee, please be certain to update information on the Web portal. Your assigned Network Administration person can make the changes.

For information on how to establish your Billing Role, please contact Support at support@appliedsystems.com or 800-999-6512.

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Applied Systems on the road
August thru early October

Our representatives look forward to meeting you at the following events. To find out where we will be in upcoming months, click here. If you would like information on an Applied Systems product or service prior to an event, please email your request to csnews@appliedsystems.com.

Protect your data with disaster recovery plan

If a natural or man-made disaster interrupts your business by impairing your local area network, Applied Systems can offer you temporary web-based access to TAM or Vision with Applied Systems Disaster Recovery Service. For details on protecting your all-important data, please contact Client Solutions at csnews@appliedsystems.com, 800-999-5368 (U.S.), or 800-387-2028 (Canada).

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Visit www.ascnet.org

 The official website of ASCnet, Inc.-Applied Systems Client Network-is rich in news and information on user group intelligence, initiatives, education, and events.Click on each item for details, or visit http://www.ascnet.org/.

·  Upcoming chapter meetings

·  2006 ASCnet TENCon, the annual Technology, Education and Networking Conference, Grapevine, Texas, September 26-29

· TAM Regional Summit, October 31-November 2, Portland, Oregon

· Niagara Falls Regional Summit,
May 10-11, 2007, Niagara Falls,
Ontario, Canada

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Support, development ending for Windows 98, NT 4.0 and Novell

 With the release of TAM 8.0, support for Windows 98, Windows 98 Second Edition, NT 4.0 and Novell will end for all LAN and AppliedOnline users. No future development or testing will occur for these operating systems. Issues related to any of these operating systems will not be addressed in a future update or major version release of TAM.

For additional information, please contact Client Solutions at csnews@appliedsystems.com
800-999-5368 (U.S.)
or 800-387-2028 (Canada).

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New users expand Applied Systems
global community

A warm welcome to the following agencies and brokerages that are in the process of implementing Applied Systems technology and services:

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