Helpline (Moderators: Marie (Zionkowski) Gozikowski, Jim Jensen)

Renewal Proposal or Comparison to Sell Renewal?

Started by Sara Lieser

Replies: 1
Views: 2,897

July 08, 2014, 05:36:32 PM
by Jan Regnier

Data Retention - at the client level or policy level?

Started by Sara Lieser

Replies: 5
Views: 2,800

May 11, 2011, 10:53:24 PM
by brinkerdana

Data Retention Resources?

Started by Sara Lieser

Replies: 2
Views: 2,490

September 28, 2010, 10:33:26 AM
by Jeff Zylstra

Conglomerate Attachments

Started by Sara Lieser

Replies: 5
Views: 3,361

October 07, 2010, 05:39:12 PM
by brinkerdana

Zero Out Commission on Billing Screens w/Zero Premium

Started by Sara Lieser

Replies: 9
Views: 3,463

August 17, 2011, 03:23:28 PM
by Sara Lieser

PMR support request - Filter by word in Activity Description

Started by Sara Lieser

Replies: 2
Views: 2,512

September 28, 2010, 12:09:19 PM
by Ian Blundell

Delete Transaction Type

Started by Sara Lieser

Replies: 4
Views: 3,567

November 10, 2010, 11:38:41 AM
by Andrew Carrick

Client Financials

Started by Sara Lieser

Replies: 2
Views: 2,912

June 23, 2010, 05:49:34 PM
by brinkerdana

Company Email Notifications of Policy Activity

Started by Sara Lieser

Replies: 5
Views: 2,614

November 09, 2011, 03:22:20 PM
by Sara Lieser

Applicaiton Pre-fills

Started by Sara Lieser

Replies: 2
Views: 3,070

March 16, 2012, 04:19:11 PM
by Sherry Burrell

Issuing Company Codes and Carrier Names on Certificates of Insurance

Started by Sara Lieser

Replies: 12
Views: 5,358

February 28, 2011, 05:46:08 PM
by Henry Bender

Cleaning Up Form Letters

Started by Sara Lieser

Replies: 2
Views: 3,348

April 04, 2011, 08:36:14 AM
by Andrew Carrick

Good Info From Companies You Don't Currently Write With - add each to TAM?

Started by Sara Lieser

Replies: 11
Views: 5,006

May 16, 2012, 01:42:53 AM
by brinkerdana

To those who audit & try to enforce procedures - does it really work?

Started by Sara Lieser

Replies: 6
Views: 3,975

May 25, 2012, 01:29:12 PM
by Alice Mooney

Resource for ISO forms?

Started by Sara Lieser

Replies: 2
Views: 2,740

April 05, 2011, 01:10:04 PM
by Jeff Zylstra

TAM Customer Notes Use

Started by Sara Lieser

Replies: 11
Views: 4,274

January 14, 2011, 01:58:46 PM
by mblack

Form Letters - ask variable

Started by Sara Lieser

Replies: 5
Views: 3,349

September 29, 2010, 01:22:00 PM
by Lance Bateman

Notices of Cancellation for Non-payment -- who is handling them in your agency?

Started by Sara Lieser

Replies: 3
Views: 2,365

January 09, 2012, 10:08:00 AM
by TrishaOurs

Clean Up Company Codes

Started by Sara Lieser

Replies: 10
Views: 4,660

February 03, 2012, 03:23:10 PM
by Gene Foraker

Review Policy Forms on Renewal

Started by Sara Lieser

Replies: 3
Views: 2,776

June 10, 2014, 06:30:52 PM
by TrishaOurs