Merging in AMS360 office

Started by JohnGage, February 20, 2013, 09:43:43 AM

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JohnGage

Anyone have any suggestions or lessons learned from having merged an AMS 360 agency into TAM?  Have a merge coming up and would like to have a clue what I'm in for even before contacting either vendor.
John Gage
Systems Admin
Knight Crockett Miller Insurance Group - Toledo, OH
4 locations in Ohio and Indiana

53 users TAM Online

Todd Arnold

Really work the OLDNEW workbook once you get it.  This is the list that Applied will give you showing all of the codes in the AMS360 system and what they are going to change them into when they bring the data into TAM.  Carefully review everything and look in your current TAM system to make sure you are assigning existing TAM system codes to as much as possible so that new codes are not being created during the merge.
Todd Arnold
AB Solutions, Inc.
800-753-7785 x111

JohnGage

Thanks Todd.  I am familiar with OLD/NEW having merged TAM systems into our TAM system.  Was looking for any AMS360 specific 'gotchas.'  Would be nice if every field in 360 had a nice and neat place in TAM, guessing that won't be the case.
John Gage
Systems Admin
Knight Crockett Miller Insurance Group - Toledo, OH
4 locations in Ohio and Indiana

53 users TAM Online