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.
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.
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.
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 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.
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.
Integrated Proposals and Form Letters will save staff time and reduce agency’s E&O Exposure. Creating documents by ‘hand crafting’ requires significant time and effort costing your agency’s bottom line annually.
Operational efficiencies cannot be realized or maintained without ongoing training on the best ways to utilize agency automation resources.
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.
All of the consultants at AB Solutions come from an insurance agency background, and each has a minimum of 15 years experience in Agency Operations. Our work with hundreds of agencies over the span of decades can offer superior perspectives on almost every aspect of your Agency’s operations and automation.
Marcia has been in the insurance business for a long time, starting with her father’s agency back in the 1970’s. She has worked with Applied Systems products since 1992 and has been a consultant with AB Solutions for 15 years.
Reneé is a consultant, author, and speaker with over 25 years’ experience on Applied Systems products. With interests in productivity, marketing, and graphic design, Reneé coaches insurance agencies on day to day practices and procedures, data integrity, and branding as it relates to template designs for documents, proposals and summaries of insurance.
Julie’s professional passions have always been programming and accounting with over 15 years in the insurance industry. Since 2014, Julie has been sharing her knowledge and expertise as a dedicated proposal project consultant and outsourced accountant for AB Solutions. Julie enjoys working with her clients to create proposal templates, custom forms, and form letters in Epic and TAM. Helping others discover the strength and power of these tools is most satisfying and stimulating for her and her clients.
Paul Green is a graduate of Point Loma Nazarene University in San Diego with a BA in Education. Paul began his Insurance career in 1976 while attending college. He has worked for small and large family-owned agencies in the positions of Personal Lines and Commercial Lines Account Managers, Accounting Manager, and COO. Paul was employed by Applied Systems for over ten years as a Trainer and Consultant. His strong background in Insurance and Accounting allowed Applied Systems to assign Paul to work with their large corporate clients as well as small, medium, and large agencies throughout the United States and Canada. Paul has more than ten years of managing accounting departments at four insurance agencies. Paul has been associated with AB Solutions, Inc. since 2013.
With more than 29 years of experience working in the insurance industry, Todd’s expertise stems from his roles as network administrator, commercial lines account manager, surety representative, agency accountant, producer, and marketing manager. Additionally, he worked as an Applied Systems trainer for several years and has been providing consulting services to independent agencies since co-founding AB Solutions in 1996. In addition to his expertise with agency operations and procedures, Todd is also well known for his ability to extract data from the system via reporting and integrated documents.