Volume 6, Issue 5
October 2007

In this issue:

New major releases available for immediate download

TAM 9.0, Vision 5.0, fax@vantage 6.0 and InScope 4.0 are ready for download. To give your business the greatest functionality available, be sure to upgrade now to the most current major release of Applied Systems software. To download: Client portal home page > Support > Software Downloads Page. Instead, you may purchase a CD subscription.

Please note that fax@vantage 6.0 supports modem users only. We intend to support Brooktrout card users in a future version of Series 6.x. Until then, Brooktrout card users should remain on fax@vantage 5.x while upgrading to TAM 9.0 or Vision 5.0.

For additional information, contact csnews@appliedsystems.com or 800.999.5368 (U.S.) or 800.387.2028 (Canada).

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Claims download is big news in agency/carrier interface

The interface capability of TAM 9.0 includes claims download, allowing a carrier to transmit all daily claim activities within nightly download communications to an agency. Claims download is available at no added cost for carriers and agencies using TAM and its interface services.

Similar to existing policy and direct bill download processes, claims download automatically locates corresponding accounts and policies within TAM and creates new records based on the carrier’s claim activity. The claims download process complements existing real-time claims inquiry, which allows agencies on-demand views of carrier claims information and loss runs.

Claims download continues the progress of automatic data synchronization that Applied Systems began nearly two decades ago with policy download and advanced with direct bill commission download.

For real-time transactions, IVANS Transformation Station continues to provide a seamless connection between agency management systems and insurance company systems. Transformation Station allows agents to process insurance company policy transactions and retrieve insurance company account status information. From within TAM or Vision, an agent can get an answer to a customer inquiry with the click of a mouse button—without delays, phone calls or faxes.

For additional information on claims download or Transformation Station, contact Client Solutions at csnews@appliedsystems.com or 800.999.5368 (U.S.).

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Sign up now for ASCnet’s annual conference

There’s still time to register for 2007 TENCon, the Technology, Education & Networking Conference sponsored by ASCnet (Applied Systems Client Network).

Visit www.ascnet.org and click on ‘conference’ for information on registering for TENCon and reserving accommodations at the host hotel, Disney’s Coronado Springs Resort at Disney World. TENCon dates: October 16-19.

This year’s theme is “Dream. Plan. Achieve.” Attend education sessions, discover new products and services, form new business relationships, share best practices, and learn skills to maximize your technology investment.

Six Client Solutions sales representatives will be available to discuss your business dream and assist you in creating a plan so you can achieve your goals.

Contact Client Solutions today at csnews@appliedsystems.com or 800.999.5368 to make your appointment with Senior Account Representative Barbara Becker, Account Representatives Mary Snyder, Sue Veen, or Vicki Deatherage; Mike Virgilio, Client Solutions Supervisor for Canada; or Darryl Edwards, Client Solutions Representative for Canada.

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In the spirit of users helping users

If you plan to attend 2007 ASCnet TENCon and you would like to share your Applied Systems success story, we would love to capture you on video for posting on our website. As an added bonus, you’ll be entered in a drawing for a chance to win an iPod Nano.

Video success stories are brief accounts of a positive experience involving your use of Applied Systems products and services. Some possible success story topics:

• How has TAM or Vision helped your agency save time and money?
• What benefits do you experience from using fax@vantage and InScope?
• How do our interface services make for more efficient communication with your carriers?
• How do our Customer Support technicians make your business life easier?
• How do our sales or strategic consultants help you make the most of your technology?

To request information or to submit your agency’s name for a video success story appointment during TENCon, please email Sheryl Feminis, marketing communications editor, at sfeminis@appliedsystems.com. To allow us to schedule as many success stories as possible at times convenient for participants, please respond by October 10.

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Would you like the chance to go to Hawaii?

You talk to other agents about your success with Applied Systems technology. Now you can benefit from telling Applied Systems about other agents.

Earn terrific rewards when you refer agencies that you think could benefit from using an Applied Systems agency management system:

• An agency you refer views a TAM or Vision demonstration, we send you a $25 Best Buy gift card.
• An agency you refer purchases TAM or Vision, we give you a video iPod or $500 cash – your choice. In addition you'll be entered in a drawing for a trip for two to Maui.

Share the technology and services that work for you.

US:
http://www.appliedsystems.com/Offers/Aloha.aspx

English Canada:
http://www.appliedsystems.com/Offers/AlohaCA.aspx

There is no limit to the number of referrals you can submit, so the more you refer, the greater your chance to win a trip for two to Hawaii. Other agencies will appreciate your wisdom, and you could enjoy a well-deserved Hawaiian vacation. For additional information contact us at 800.999-5368 (U.S.) or 800.387.2028 (Canada).

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InScope provides easy access to insurance information

InScope enables your customers to view portions of their own data via the Internet Explorer web browser. Customers can easily view policy, coverage, driver, and vehicle information. Other readily available items include billing information, activities, claims and certificates. Customers can also verify coverages as well as fax, email and print certificates and auto ID cards. This service is provided with the InScope server, located at your agency’s main office, through an Internet connection. InScope functions as a 24/7 CSR.

Contact Client Solutions at csnews@appliedsystems.com or 800.999-5368 to see what policy information your clients can view at your website. Keep in mind that InScope is a ‘real-time’ product, which means that the data your client is viewing at your website is the exact data in your TAM or Vision system at that moment.

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Save time, lower your E & O exposure

With fax@vantage, you can send documents or faxes from any workstation, even while you are still on the phone with the receiving party. fax@vantage is the desktop faxing solution that works just like the print option in TAM and Vision. Special hardware and exclusive software is added to create a network fax server that gives the entire network integration with TAM/Vision/Applied Online.

Once your fax/email is queued, you can go on to other work. The fax@vantage server will inform you by on-screen message or printed status report whether the transmission was successful, queued, or received. If the server is down for repair or updates, submissions resume when the server is back online. fax@vantage provides uninterrupted bundled and broadcast faxes, as well as email transmissions for the majority of your electronic correspondence demands.

An activity record is automatically created in the client file for fax@vantage transmissions. This integrated functionality is one way to lower E&O exposure. With an integrated address/email book, a document builder and scheduler, fax@vantage workflows are simple. A free web-based training session is available on the Applied University website.

For additional information on fax@vantage, contact Client Solutions at csnews@appliedsystems.com or 800.999-5368 (U.S.) or 800.387.2028 (Canada).

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Monthly statements: Choose email or snail mail

You now have the option to receive your monthly Applied Systems billing statement by email instead of a paper statement via U.S. mail. To elect the email option, provide your customer number and email addresses for up to three people in your office who are authorized to receive the billing statement. Complete the necessary form here.

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Applied Systems on the road

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 Applied Systems products or services prior to an event, please email your request to csnews@appliedsystems.com.

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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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Applied Systems, Inc.

200 Applied Pkwy., University Park, IL 60466
800-999-5368 Sales  ·  800-999-6512 Support
www.appliedsystems.com

Applied Systems Canada, Inc.

201 Watline Ave., Mississauga ON L4Z1P3
800-387-2028 Sales  ·  800-617-4666 Support
www.appliedsystems.com