This webinar is FREE to attend for ACN EUROPE Executive Members and £30.00 per person for Associate Members who have not paid and signed up for Session 1.

Executive members will need to use the discount/promo code/link provided in the covering email notifying you of this event. If you need help or assistance retrieving this code please contact the office.

You can learn more about the levels of membership in the About Us section below.

Course Overview

Reports are the backbone of any TAM broker system. Reports let you know not only how your brokerage is performing, but in what direction it is going.

It is also important to note that the data you get out of the system is only as good as the information entered into it and reports will also tell you if your data is accurate and how your staff are doing.

With the amount of content we are looking to cover this course will be delivered over two sessions.

Session 1: Will cover how to use reports to audit your TAM system and provide an overview of TAM SQL reporting capabilities.

Session 2: Will cover using the reporting extra criteria options and Excel pivot tables.

Learning Outcomes:

• A better understanding of how the TAM database is structured, the types of data, and where to find it.

• Distinguish which report to use in which situation.

• Identify the different criteria in these reports.

• Identify what reports can be used to audit your system to housekeep your data.

• Examine and be able to assess the database for accuracy and spot trends.

• Create User Reports to be run on a regular basis for auditing.

• Format Excel Data for a Pivot Table.

• Take data from your Management System to Excel and manipulate it into meaningful information.

• Using Excel to see how easy it is to drag and drop data in Columns, Rows, Values and Filters to build tables and reflect a different view of the same data.

• Introduction to SQL Reports and how you can look to advance your skills to the next level.

Course Delivery

Date: 25/11/2021

Time: 10:00am

This 60-minute webinar will be delivered by Zoom.

The session link will be provided once you have registered for the event.

About Applied Client Network EUROPE

Keeping you informed to drive your success with Applied Systems.

For more than ten years, Applied Client Network Europe (ACN EUROPE) has provided a voice for UK and Irish Insurance Brokers using Applied Systems Technology. ACN EUROPE is a non-profit independent user group led by a board of volunteers from a variety of different brokerages. The board works to support and represent you: The Applied Technology user.

Your day-to-day support.

We keep you informed about the latest developments at Applied Systems Europe, answer your questions and concerns, and provide training and resources to help you achieve better business results.

We offer two levels of membership. Learn more about our membership levels.

About Guest Presenter - Andy Miller

Andy Miller is the owner and Managing Director of Enable. Andy is a qualified insurance professional and combines this with a wealth of expertise in insurance automation to help clients reach their goals.

Andy comments “Insurance people and IT people talk a different language, so it’s probably no surprise when things don’t work as expected. I add value to the process through my understanding of what the business is trying to achieve, and I work with the IT people to make it happen”.

Waiting List

Should we reach our maximum allocation of delegates, a waiting list will be made available. Please ensure you register your interest should a place(s) become available.

Cancellation/Non-Attendance Notice

Things do happen and contact details will be provided to individuals registering for the event.

Refunds for paying delegates will only be provided subject to ACN EUROPE receiving five working days notice before the event date.

More Information

Should you require any further information about this event please contact using the following email - administration@appliedclientnetwork.co.uk