Downloads

Services

  • pdf AB Solutions - Services Summary (pdf)
    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.
  • doc AB Solutions Contract (doc)
    This is the basis of the engagement contract used by AB Solutions. It's out here only for prospective clients to review. Company policy is to have a signed contract with includes an outline of the scope of work to be performed with all clients.
  • pdf AB Solutions Service Brochure (pdf)
    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.
  • pdf Excel Macro Reporting Tool Lite - Epic: Intro & Install Guide (pdf)
    The current version of the installation guide for the Epic Excel Macro Reports program.

Configuration & Setup

Accounting

Proposals

Report Samples

  • pdf Direct Bill Variance Report - Sample (pdf)
    Primarily designed for those agencies that use the "Record Commissions No Reconcilliation" method for handling their direct bill in TAM. It shows those policies where the commission received is less than what is expected.
  • pdf Direct Bill Variance Report - Users or Builders Guide (pdf)
    A guide for anyone serious about using, modifying, or building a better version of the DB Var report that can be downloaded from this website and used with R&R Report Works.
  • pdf Monthly Business and Retention Report - Sample (pdf)
    Designed to summarize Retention, New Business, and term to term Market Forces in a single report. It pulls data from TAM's current billing screens and compares that to data stored in transactions.
  • pdf Direct Bill 12 Month Trailing Commissions Report (pdf)
    A sample page with notes. This is just a report; all it does is pull information from the TAM system. It is not a benefits revenue tracking module, but it is certainly intended to make benefits agencies more comfortable in using TAM for that purpose.
  • jpg Activity + Notes Minute by Minute Report Sample (jpg)
    A sample of the detail version of a report that tracks activities based on their entry date, and notes based on the note entry date in a minute by minute format.
  • jpg Epic New Business Pipeline Sample (jpg)
    This is a short sample of a report built using Crystal Reports based on Epic Data. It tracks policy/line & activity data and is designed to help producer or managers to stay on top of prospective accounts as they move through the pipeline when a marketing department is involved.

Working Reports

  • zip Direct Bill Commission Variance Report (zip)
    Designed to summarize Retention, New Business, and term to term Market Forces in a single report. It pulls data from TAM's current billing screens and compares that to data stored in transactions. This is the updated Feb 2010 version, but you will still need to modify this report before it will work in your agency.
  • zip Monthly Business Report - Feb 2010 (zip)
    Designed to summarize Retention, New Business, and term to term Market Forces in a single report. It pulls data from TAM's current billing screens and compares that to data stored in transactions. This is the updated Feb 2010 version, but you will still need to modify this report before it will work in your agency.

Procedures & Quality Assurance