Teaching Consulting Staff Training Procedures Development Accounting Services

AB Solutions, Inc

We consult and train on all areas related to agency automation. This includes Applied Systems’ software and other ancillary products such as Microsoft Office, Crystal Reports, R&R Report Writer, Rating Software, Scanning and Fax Software.

The items listed on this site are intended as examples of the services we provide. This is not an exhaustive listing. Please contact us to discuss your agency’s automation concerns. If we do not believe that we are best qualified to meet your needs we will tell you and, if possible, direct you to the more appropriate solution provider.

Our Mission

1AB Solutions is a consulting organization specializing in the independent insurance agency marketplace. Our particular areas of expertise are the agency automation products from Applied Systems, Inc. AB Solutions is comprised of individuals who are first and foremost insurance professionals, with agency employment history. Those invited to be associates of AB Solutions have already established a reputation within the agency community.

2AB Solutions provides training and consulting on all facets of agency automation. This includes the agency’s automation software as well as the many ancillary software products. We perform reviews to determine the level of system utilization and develop strategies to enhance operating efficiency. Once a plan is in place, we work with the agency to develop customized solutions and guide the process of implementation and training.

3All too often agencies underestimate the effort required for successful automation. It’s more than purchasing products. It is essential to the profitability of the independent agency system that agencies not just possess, but fully comprehend and control the most powerful automation resources available to them.


Agency Management System Setup & Customization

Your Agency Management System is a powerful and flexible tool. But it must be set up properly in order to realize its full potential. Our work with hundreds of agencies over the span of decades can offer superior perspectives on how you should set up your system. Real Time Interface…

Reporting & Data Extraction

If you understand how to use them, the reporting and data extraction capabilities built into your Management System are sufficient to meet the common needs of most agencies. For those agencies with uncommon needs, we are able to create agency specific solutions that allow for the use of any data…

Proposals & Form-letters

Integrated Proposals and Form-letters will save your staff significant amounts of time as well reduce the agency’s E&O exposure. Creating documents by “hand crafting” requires stupid amounts of time and effort. And simply copying such documents from a prior period or from a different account and then revising the specific…

Outsourced Accounting

If the time and expense required to have well trained in-house accounting staff is too high, we can take over the routine handling of the more difficult accounting tasks for your agency. Month End / Year End processing Generate Reports Look for problems / issues Prepare summary report for agency…

Accounting Services

For any business to succeed over the long term, accurate financial records are not optional. Training of Accounting Staff Clean up of problem areas Company Payables Accounts Receivables Producer Payables Etc. Set up of the Agency Management System General Ledger Format of Financial Statements Entry of budget figures User Defined…

Staff Training

Operational efficiencies cannot be realized or maintained without ongoing training on the best ways to utilize agency automation resources. New User Service Staff Producers Accounting Agency Management System Administration E-filing / Front End Scanning Reports Utilization of integrated Microsoft Office products Word Excel Outlook Review of software updates On site…

Agency Management System Data Clean Up

A neat and orderly agency management system is an essential component for maximizing staff productivity. All Agency Management System default codes: Activities Attachment categories CSR’s Policy Types Statuses Form-letters & Proposals Companies, Producers, Certificate Holders, etc. Strategies for maintaining Clients & Policies Security Manager On site or remote clean up…

Quality Assurance Programs

In order to maximize the return of the agency’s investment of procedures and staff training, a formal quality assurance program must be implemented. Based upon a written procedures manual. Flexible format that allows for modification of the items to be audited based on the time available to conduct the audit….

Procedures Development

Create a written procedures manual for any one department. Live development Process – We type it up as it is discussed and agreed to by agency staff members. Process normally involves significant amounts of training/review of Agency Management System functionality as specific topics are discussed / debated during the development…

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Services for You

April 04, 12 // Comments Off on Services for You
Services for You

All of the consultants at AB Solutions come from an insurance agency background, and each has a minimum of 20 years experience in Agency...

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