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 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. Our services include:

  • Procedures Development
  • Quality Assurance Programs
  • Clean up of the Agency Management System
  • Staff Training
  • Accounting
  • Outsourced Accounting
  • Proposals & Form-letters
  • Reporting & Data Extraction
  • Setup & Customization of the Agency Management System

About The Author

Todd
With more than 20 years of experience working in the insurance industry, Todds expertise stems from his roles as network administrator, commercial lines CSR, 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.