Operations

This track provides all administrative users with the necessary knowledge required to set up the software. It covers the setup basics of Applied TAM, how to assign security, and daily administrative tasks. You’ll learn how to set up and process downloads and suspense. Every agency is different and has their own requirements and preferences, but everyone will go through the same steps to set up their systems. Each class gives you the chance to ask questions and collaborate in a classroom setting.

Click the link to review a comprehensive list of all Applied TAM live courses as well as the dates and times that each course is offered with a live Product Instructor. Applied University recommends that all courses be taken live, where available, allowing you to interact in the session and ask any questions you may have.

All courses are available as recorded sessions that can be taken at any time to accommodate your schedule. When taking a recorded course, please take notes and bring any questions to Office Hours where a live instructor will be available to answer your questions. Office Hours are held daily from 12:00 p.m. to 1:00 p.m.

All times listed in Applied University and on the training schedule are Central Time.

Courses
  • Applied TAM Courses (times shown are for recorded classes only)
    Course # Course Name Objectives Live Recorded Time Materials
    TO100 Agency Structure and Setup
    Setup Initial Accounting Month
    Set up Agency Structure
    Select system accounting options
    Enter Chart of Accounts
    Set up Required Accounts
    		 Launch 48  
    TO200 System Defaults
    Manage Field Defaults
    Manage Activity Defaults
    Enter Formletters
    Manage Policy Types
    		 Launch 46  
    TO300 Security Manager
    Security Manager Overview
    Manage Security Groups
    Manage User Codes
    		 Launch 27  
    TO400 Interface Setup
    Access/Enter Agency File Interface Setup
    Access/Enter Company File Interface Setup
    NAIC Codes
    Copy Company File Interface Setup Tool
    Setup preferences for Communication Log
    		 Launch 42  
    TO500 Policy Download and Suspense
    Understanding what happens during Download
    Communication Log
    Understanding Policy Status
    Matching Criteria
    Working Suspense data
    Client Level Verification
    		 Launch 51  
    TO600 Direct Bill Commission Download and Automated Download Invoicing
    Utilize Direct Bill Commission Download (DBCD)
    Process Automated Download Invoicing (ADI)
    		 Launch 46  
    TO700 Daily Procedures
    Run TAMStart
    Set up and Run Close-Day
    Set up and Run Night Utilities
    		 Launch 34  
    TO800 myTAM Administration/div>
    Why use myTAM?
    Components of myTAM administration
    Enabling myTAM
    Build a workflow
    Group assignments
    		 Launch 49  
Interactive Tutorials