Fellow agents,
I work at an independent insurance agency and we have used the Applied TAM system for 20+ years. As many of you know its getting a little long in the tooth. I (personally) would like the agency to, at least, upgrade to EPIC but it doesn't appear to be in the cards for now.
Here is the problem: our proposals in TAM are not great. The Word template(s) we have are drab and the formatting is all over the map. Sometimes you go to insert a PDF from a carrier and it causes previous pages to go bonkers due to formatting and/or section breaks and/or who knows. The problems can lead to our account managers (CSRs) taking days to complete a proposal, and like I said before they end up boring if not ugly.
Obviously there is no "one button" fix for this but if anyone who has experience with proposals in TAM has any suggestions (or even a template, if I should be so lucky) please let me know. The only thing Applied has offered to do is to upgrade or pay for their "Applied University."
I work at an independent insurance agency and we have used the Applied TAM system for 20+ years. As many of you know its getting a little long in the tooth. I (personally) would like the agency to, at least, upgrade to EPIC but it doesn't appear to be in the cards for now.
Here is the problem: our proposals in TAM are not great. The Word template(s) we have are drab and the formatting is all over the map. Sometimes you go to insert a PDF from a carrier and it causes previous pages to go bonkers due to formatting and/or section breaks and/or who knows. The problems can lead to our account managers (CSRs) taking days to complete a proposal, and like I said before they end up boring if not ugly.
Obviously there is no "one button" fix for this but if anyone who has experience with proposals in TAM has any suggestions (or even a template, if I should be so lucky) please let me know. The only thing Applied has offered to do is to upgrade or pay for their "Applied University."