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February 2017

Marketing-The first steps with TAM,Importing and using your TAM data & identifying selling opportunities through reporting.

1st February 2017 @ 9:30 am - 4:30 pm
Arden Hotel,
Coventry Road, Bickenhill
Solihull, West Midlands B92 0EH United Kingdom
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Presented by Andy Miller Learn how you can prepare, analyse and customise your TAM system. Get it ready for your prospect management, client retention and maximising sales opportunities! We will be looking at utilising the inbuilt TAM Marketing utilities, from easily importing Prospects through to the mechanics of Mailmerge and the TAM Marketing Wizard. Why buy in prospect lists when you may not have taken full advantage of your existing TAM data? Share your ideas on identifying sales opportunities through…

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Advanced Reports

15th February 2017 @ 9:30 am - 4:30 pm
Arden Hotel,
Coventry Road, Bickenhill
Solihull, West Midlands B92 0EH United Kingdom
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Presented by Andy Miller.   This course will look at TAM Reports at an intermediate to advanced level including exporting the reports to excel and how to manipulate and present the data. This session is completely free to Executive members.With limited spaces available please ensure you reserve your place a soon as possible.For Associate members places are priced at £200. If you would like to reserve a place or have any questions please contact us by email at training@appliedclientnetwork.co.uk

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March 2017

Applied Client Network UGM 2017

15th March 2017 @ 9:30 am - 4:00 pm
Arden Hotel,
Coventry Road, Bickenhill
Solihull, West Midlands B92 0EH United Kingdom
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Applied Client Network UK – UGM 15 March 2017 - The Arden Hotel, Birmingham   To download the full UGM Agenda Click here   9.30am Registration and Refreshments 10.00am Welcome from the Chair – Tracey Riggs 10.10am Finance Update from the Treasurer – Martin Jackson 10.20am Applied Corporate Update- Jeff Purdy Applied Systems 11.15am Refreshments 11.30am RPost: Enhancing compliant communications and cyber security with RMail RPost will show how sending high value email from Outlook and TAM will help your…

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New Tam User

29th March 2017 @ 9:30 am - 4:30 pm
Arden Hotel,
Coventry Road, Bickenhill
Solihull, West Midlands B92 0EH United Kingdom
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Presented by Andy Miller This course builds on the foundations of basic TAM training, helping users to familiarise themselves with the essential tools and utilities the software has to offer. An ideal introduction for anyone looking to exploit TAM’s capabilities to the fullest. This session is completely free to Executive members. With limited spaces available, please ensure you reserve your place today. For Associate members, places are priced at £200. If you would like to reserve a place or have…

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April 2017

Security Manager including Night Utilities & Utilities

6th April 2017 @ 9:30 am - 4:30 pm
Arden Hotel,
Coventry Road, Bickenhill
Solihull, West Midlands B92 0EH United Kingdom
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Presented by Andy Miller  This session is in 2 parts. Part 1 will explain how Security Manager should be correctly used and configured to make sure you know exactly what access and permissions your users have. Part 2 covers "A day in the life" of an Applied TAM administrator and covers topics such as Night utilities and Closeday, but also extends to look at some of the utilities that are used less frequently but help to keep your TAM system…

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Word – Integration of Com Quote

26th April 2017 @ 9:30 am - 4:30 pm
Arden Hotel,
Coventry Road, Bickenhill
Solihull, West Midlands B92 0EH United Kingdom
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Presented by Andy Miller This course will look at word with an emphasis on the integration of ComQuote.  Learn what you can include in your documentation from ComQuote and how to include it. This session is completely free to Executive members. With limited spaces available, please ensure you reserve your place today. For Associate members, places are priced at £200. If you would like to reserve a place or have any questions, please don't hesitate to contact Tracey Riggs on…

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May 2017

Excel

9th May 2017 @ 9:30 am - 4:30 pm
Arden Hotel,
Coventry Road, Bickenhill
Solihull, West Midlands B92 0EH United Kingdom
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Presented by Andy Miller  A course for those who would like to update and build on their working knowledge of excel. Learn how to use functions and formulas, create charts and pivot tables and how to use these to present your data when exporting TAM Reports and Searches to excel. This session is completely free to Executive members. With limited spaces available, please ensure you reserve your place today. For Associate members, places are priced at £200. If you would…

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Presentation Skills

24th May 2017 @ 9:30 am - 4:30 pm
Arden Hotel,
Coventry Road, Bickenhill
Solihull, West Midlands B92 0EH United Kingdom
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Presented by Julie Rayson-Flynn From individual meetings to group training sessions, all the way through to full scale conference presentations, this session will provide insight and guidance on how to prepare and deliver relevant and effective presentations and training sessions. Learn more about: - • What makes a good coach • Establish who your audience are & what makes them tick • The Learning Cycle • How to plan for a presentation • Plan and deliver a 3 minute presentation…

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June 2017

Claims

7th June 2017 @ 9:30 am - 4:30 pm
Arden Hotel,
Coventry Road, Bickenhill
Solihull, West Midlands B92 0EH United Kingdom
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Presented by Andy Miller  This course will look at recording claims correctly, why and how to use claim payments, claim notes and claimants, etc.  The course will also include claims reports and claim searches. This session is completely free to Executive members. With limited spaces available, please ensure you reserve your place today. For Associate members, places are priced at £200. If you would like to reserve a place or have any questions, please don't hesitate to contact Tracey Riggs…

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FREE

Developing your Leadership Skills Workshop

14th June 2017 @ 9:30 am - 1:30 pm
Intercontinental Hotel, London,
One Hamilton Place
London, W1J 7QY United Kingdom
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We are offering Free places to all our members for this half day workshop - which is being facilitated by Govani Coaching During the workshop attendees will:- Explore the impact they are having as a leader Identify their leadership strengths and how to boost these further Identify areas for development and ways to work on this The workshop starts at 09:30 and finishes at 12:30. A Free lunch is provided which finishes at 13:30 Too book your place on the workshop,…

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September 2017

Applied Net 2017

25th September 2017 - 28th September 2017
MGM Grand,
3799 S Las Vegas Blvd
Las vegas, NV 89109 United States
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The onset of new and innovative technologies is connecting people and businesses in exciting but different ways, fundamentally changing the business of insurance. To grow and thrive, agencies and brokerages must embrace digital technologies that connect their businesses with insurers, current policyholders and prospective insureds to create high-value business transactions and superior customer experiences across the entire insurance network.

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October 2017

Applied Net UK 2017

10th October 2017 @ 8:00 pm - 11th October 2017 @ 5:20 pm
Belfry Hotel,
Lichfield Road, Wishaw, Sutton Coldfield
West Midlands, B76 9PR United Kingdom
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The Agenda has now been set for the Annual Education Forum which takes place on October 10-11th, and it promises to be an information-packed event! The theme of this event is “The Digital Transformation of Insurance” and there is a wealth of educational sessions from subject matter experts. The keynote speaker at this event is Jeff Purdy, Senior Vice President of Applied Systems. Attendance to the event is complimentary for Applied Customers, with the Belfry Hotel offering competitive rates for overnight…

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November 2017

TAM Documents & Presentations

16th November 2017 @ 9:30 am - 3:30 pm
The Old Golf House Hotel,
New Hay Road
Outlane,,, Huddersfiled HD3 3YP United Kingdom
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The trainer for this event will be Martha from Applied Systems The training is essentially split into two sessions The morning session will provide an overview and hints and tips on creating a new risk capture screen (Dec Page). In the afternoon we will cover creating presentation templates, utilising data merge fields, Ask Variables, If Statements, Repeating Groups and Link to File. This session is completely free to Executive members. With limited spaces available, please ensure you reserve your place…

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March 2018

Education Forum

March 8 @ 9:30 am - 3:45 pm
Holiday Inn Birmingham Airport,
Coventry Road
West Midlands, B26 3QW
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Our Education forum in March places a strong emphasis on GDPR, so if you want to make sure you understand what your businesss needs to do to be ready for this new regulation, then the forum will provide you with valuable information from industry expersts. Speakers and presentations include:- Applied Systems Corporate Update Compliance, Hot Topics for Brokers, Brexit and more David Sparkes - Head of Compliance & Training , British Insurance Brokers Association Getting your business ready for GDPR…

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May 2018

Email encryption and GDPR webinar

May 4 @ 11:30 am - 12:15 pm

RPost, one of our partners is hosting a webinar on email encryption and its relevance in view of the upcoming GDPR regulations which come into force on 25th May 2018, The webinar takes place on Friday May 4th at 11.30am The webinar lasts for around 45 minutes, includes a live demonstration of the software and includes time for Q & A. The webinar will cover: How RMail works Improving email security - encryption, tracking and proof of e-delivery Demonstrate GDPR…

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September 2018

Microsoft Excel Skills

September 11 @ 9:30 am - 12:30 pm
Ravenhall Risk Solutions Ltd,
Axis Court, Nepshaw Lane, Gildersome
Leeds, LS27 7UY. United Kingdom
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We have arranged for Joanne Redgrave of Paramount Training to conduct a training course, focussing on Microsoft Excel. Joanne provides computer software training to all types of companies throughout the UK. She specialises in Microsoft software and strives to make all of her training sessions enjoyable and relatable to delegates own work experience. The contents of the course can be tailored to suit the attendees but suggestions for topics to be covered include:- • Creating pivot tables to summarise and…

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AppliedNet UK 2018

September 26 @ 8:00 pm - September 27 @ 4:15 pm
Belfry Hotel,
Lichfield Road, Wishaw, Sutton Coldfield
West Midlands, B76 9PR United Kingdom
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The Digital Age of Insurance The theme for this years conference highlights how much digital technology has revolutionised the Insurance Industry. Customer expect to be able to use digital technologies anywhere and at anytime and this has driven the need for technology change in the industry. By attending this conference, brokers have a great opportunity to learn how to incorporate digital technology in their organisations in order to remain competitive and grow their revenues. There will be presenters from Applied…

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October 2018

AppliedNet 2018 (USA)

October 15 - October 18

New innovations are changing consumer expectations and driving digital transformation across the insurance industry. Today, organizations that embrace digital transformation are well positioned to seamlessly adapt to new customer service paradigms and capitalize on new business opportunities. Applied Net is the world’s largest gathering of independent insurance agents. Join industry peers, leaders, and innovators to discover the opportunities created by the digital transformation of insurance to prepare your business for success in our digital world.

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My TAM workflows webinar

October 24 @ 10:00 am - 12:00 pm

Drew Buckley of Applied Systems will be running this webinar, which will provide an overview of TAM workflows. This session will provide guidance on planning, creating and deploying myTAM wokflows with an Applied consultant demonstrating how to create a basic workflow. The webinar will include:- • What is my TAM workflow • Building your workflow • Editing a workflow • Validation details • myTAM button editor • Using myTAM workflows There will be a Q & A session at the…

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November 2018

Cyber Risk Management for Brokers

November 27 @ 9:30 am - 12:30 pm
Kerry London Underwriting,
John Stow House, 18 Bevis Marks London EC3A 7JB United Kingdom
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Sam Jones of BGI will be covering the issues around Cyber Risk management with particular respect to brokers. The objective of this training event is to provide guidance to brokers on how to manage their own business cyber security. The aim is to provide a well-rounded view of what cyber security is and why insurance is not the only solution. The training will cover:- • How to assess & mitigate risk • Brokers responsibilities • The human aspect of cyber-security…

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