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Page 7 APPENDIX I In our example we ll be comparing a billing screen report Book of Business or SearchCustomers Policies Current from 12/31/08 to 12/31/09. 5 Billing or Policy Detail Screens. 6 APPENDIX I. 8 RETENTION WORKBOOK Sample. 8 Step 1 Collect Data Sources. The formula for this cell looks like this IF D2 0 IF C2 0. 01 IF B2 0 B2 2 calculate the difference. Type Period in Cell A1 Type 1 in Cell A2. Place your cursor in the bottom right hand corner of Cell A2. The formulas for...
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Step 1: Open the Applied Systems Client Network application on your computer.
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Step 2: Login using your username and password.
03
Step 3: Once logged in, navigate to the 'Client Network' section.
04
Step 4: Click on the 'Fill Out' button next to the client you wish to fill out.
05
Step 5: Follow the on-screen instructions to fill out the necessary information for the client.
06
Step 6: Review the filled out information and make any necessary edits or corrections.
07
Step 7: Click on the 'Submit' button to complete the filling out process for the client in Applied Systems Client Network.

Who needs applied systems client network?

01
Insurance agents and brokers who work with Applied Systems can benefit from using the Applied Systems Client Network.
02
Insurance companies and agencies that use Applied Systems as their management system can utilize the Applied Systems Client Network for efficient client data management.
03
Any individual or organization that needs to store and manage client information within the Applied Systems ecosystem can make use of the Applied Systems Client Network.
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Applied Systems Client Network is a network of clients using the Applied Systems software for insurance agency management.
Insurance agencies that use Applied Systems software are required to file the client network.
The applied systems client network can be filled out online or through the Applied Systems software.
The purpose of the applied systems client network is to track the clients using the Applied Systems software.
The applied systems client network must include client contact information, policy details, and other relevant data.
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