By Andy Riegler, Applied Systems Marketing Programs Specialist
“Good morning! Welcome to Applied Systems Policy Support. My name is Laura. How may I help you today?” So begins a typical support call when you phone an expert Applied Systems Customer Support Tech in the
If you’re not using real-time phone service, maybe you’ve opted for online chat or e-mail assistance. Or maybe you’re searching KnowledgeBase or just logging a call for a callback later. Applied offers plenty of options for seeking assistance, and we’re delighted that our users appreciate the variety. Keeping your agency or broker management solution running at peak efficiency is our top priority.
While we understand that every business has unique needs, we’ve found some common threads among you and your peers. We thought you might like to know. In no particular order, here are five of the more popular questions—and their informative answers—fielded by our support team.
Question: How do I determine which insurance companies offer batch download and real-time functionality through IVANS® Transformation Stationsm?
Answer: More than 300 insurance carriers interface with agencies and brokerages using Applied Systems solutions. That’s more than all other competitor systems combined. Two thirds of all download relationships are originated by Applied Systems. See which carriers are supported by checking our Batch Interface Reference Guide, Interface Status Report, and Real Time Reference Guides. Versions of these documents are available for U.S.-based users, as well as users in Canada.
Question: How do I reprint the batch download communication log?
Answer: Reprinting your batch download communication log is easily accomplished through a few simple clicks. The specific steps to complete this task vary based on the system and version you are currently running: TAM® | Vision® | Epic™ | DORIS™
Question: Applied Systems online chat is best used for what type of support questions?
Answer: Online chat is consistently the quickest method (approximately 18 seconds) of contacting a technician and is the perfect method for:
- How-to questions.
- Requests for documentation or other resources
- Questions about reports (“Which report should I use for…?”)
- Questions about installing updates.
Question: How can I change the check format in TAM Series 9 and higher?
Answer: Printing customizable checks is one of the many great features in TAM that allow you to create the look and feel of your checks with dozens of options and formats and to create your own templates. Including your company logo, colors and fonts on your checks is just another way to ensure that your agency brand stays in front of your customers. No more waiting until you use up your stock of old checks. Find additional information on customizing checks at appliedsystems.com/checkprinting.
Question: We are interested in going paperless. What features allow us to accomplish this?
Answer: A paperless operation is a more efficient operation, period. Bar coding and front-end/back-end scanning give you access to all customer correspondence with a few clicks. Applied Systems solutions have all the features and functionality your business needs to go paperless. Select your system for detailed instructions and demos:
- Epic
- TAM
- Vision
If customer support were an Olympic event, we like to think our support team would take the gold. Speaking of the Olympics, we’re curious: How do you feel about curling? Do you consider it a “sport,” an “activity”—or something else? Oh, and we’re also curious about what you’d like us to discuss in upcoming Applied~411 columns. Let us know! Thanks.