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Hardware / Re: Scanner not showing up for User
« Last post by Jeff Golas on October 27, 2021, 12:57:17 pm »
If I remember correctly, when you set up the terminal services client, there's a tab where you can select what gets mapped/shared - maybe you just have to select it there?
Hardware / Scanner not showing up for User
« Last post by Dennis on October 27, 2021, 12:37:40 pm »
Tam Cloud - I have a brand new system that I setup for a user.  For whatever reason, when I log onto the desktop as that user and then log onto the RDP and TAm - the scanner doesn't show up to select when attaching.  If I log onto the desktop as myself (Admin rights) and then log onto the RDP and TAM as that user - the scanner appears.  I've talked with Applied IT and they're not much help here - (they're researching it).  I know it must be some security setting but I am at a loss as to what it is.  I've changed this person to Administrator on the desktop and still get the same results.  I've removed the user from the domain and re-added with same results.  I created a new user(different name) and got the same results.  The black window that should appear in the lower right corner flashes when I try to acquire and the icon flashes on the task bar and then goes away.  Any suggestions / thoughts are greatly appreaciated.

Dennis Hank
Helpline / Re: Question because I cannot log into AS website
« Last post by FWA on September 21, 2021, 10:08:23 am »
This morning, around 7:45am local time (CT), there were two emails from the web master.  It appears my username was not on file.  Funny how that goes as my password manager keeps those things and I thought it was my email address.  There is no option "I forgot my user name" like some services have.  Just password reset.  I was given a new  user name.  However, they misspelled it.  Using my old user name, I was able to use the reset password link I was provided.  Of course, one cannot see the password as it is typed in, but I have access to the system now.

Searching the AS data base for answers to my situation, there were none.
Helpline / Re: Question because I cannot log into AS website
« Last post by GeorgeW on September 21, 2021, 08:35:08 am »
No answer for your error, but, in the past, when we had users try to reset their passwords they never got the email. Always had to call support who had to reset from their end and then the users received their email.
Helpline / Question because I cannot log into AS website
« Last post by FWA on September 20, 2021, 06:43:48 pm »
For some reason my password doesn't work at  I figure it has expired.  So I requested the reset email.  After 15plus minutes, no email.  not in spam or anywhere on the email server/log.  Now the issue at hand:

A user get this error: CompanyUniqueScreen.exe  / "An error occurred while modifying the screen!"

This is TAM 2014.  Doing the same actions on my machine, I don't get that error.

Helpline / Re: Rounding out accounts-advice, anyone?
« Last post by DebAmstutz on September 01, 2021, 02:22:43 pm »
Ha!   Thanks Billy!
Helpline / Re: Rounding out accounts-advice, anyone?
« Last post by Jim Jensen on August 25, 2021, 08:50:42 am »
people should be asking when monoline customers call in. Similarly, even with auto and home, ask about umbrella, ask if they have a life policy. Not every time they call, but periodically. I created a policy status SKP (skip) for those that we can't or won't write the matching policy. If we have their home, but they are 90 and no longer drive, enter an auto policy with the SKP status and we know not to bother asking. We had some that were fiercly loyal to us for home, but loyal to State Farm for auto. I was ok with that and did the same. Similarly, if we don't want their auto, because of perpetual DUIs or accidents, we'd also set up the SKP policy. For those that don't have it, enter a QUOT activity when the missing policy is quoted. If someone calls, or we work a renewal and we haven't asked in 3 years (no recent QUOT activity), we ask again. If needed, create a cross-sell bonus program to reward people for writing a cross-sell policy.
Helpline / Re: Rounding out accounts-advice, anyone?
« Last post by Billy Welsh on August 24, 2021, 05:01:15 pm »
I would round to whole dollars.  Not worth chasing the pennies.   ;D ::)

(Sorry, I could not resist such a reply to the Lady of the Groan-Worthy Puns!)
Helpline / Re: Rounding out accounts-advice, anyone?
« Last post by FWA on August 24, 2021, 03:35:08 pm »
All single accounts are sitting ducks for the competition.  There could be good reasons they didn't want those auto or home policies or maybe your agency has a special program they fit in.  But otherwise, unless it is not allowed by privacy laws, it would be a good idea to market the missing policy and tell the customer about the package discount.  I'm sure they have seen the bundling commercials from other carriers.  Not cold calling, just make contact when the policy renews that your agency now has.

I am reminded of the commercial long ago where the business was named something like "Tony's Carpet".  They had one (1) carpet for sale.  They didn't advertise because then they would sell that one carpet and then what?  So it is with everyone already busy.  An agency that doesn't grow, shrinks.  Policies will cancel, insureds move away etc. etc.
Helpline / Rounding out accounts-advice, anyone?
« Last post by DebAmstutz on August 24, 2021, 11:07:27 am »
I've noticed that we have a lot of customers who have only a home or only an auto we could bring in some business if we can add the other kind of coverage they don't have, and put in a good word for umbrella coverage also.  Has anyone done an account rounding "exercise" in your agency?  If so, how did you proceed?  Mailings, phone calls, email?  Were there incentives for people to round out accounts?  Are there any "tried and true" methods?

Here, it seems that nobody quotes except the producers, and no specific CSRs are assigned to customers at all.  That presents a problem right off the bat as the producers always seem to be swamped since they also take care of changes and renewals on their commercial business.  They take the information for changes, then pass it on to the gals who actually contact the companies with the changes.  Most (but not all) personal lines changes are taken and entered in TAM and company websites by the receptionist.
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