Downloads

Services

• 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.
• 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.
• 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.
• Tri State 2012 Handouts (zip)
  The handouts for the Tri State meeting in Bloomington IL October, 2012

Accounting

• Agency Bill Double Entry Training Worksheets (zip)
  All 10 worksheets that attempt to illustrate the 'flow' of debits and credits for agency bill accounting entries in the TAM system.
• Handout - Setup Options for Transactions and their GL Results (pdf)
  The Handout for the ASCnet Webinar being conducted on November 20th, 2008

Proposals

• Word Integration - Educational Materials (zip)
  This is a collection of reference materials related to the Integration of Applied Systems' TAM & Epic with Microsoft Word.
• Free Proposal Set - TAM - Commercial Lines (zip)
  A set of integrated commercial lines proposals for agencies that use TAM
• Free Proposal Set - TAM - Personal Lines (zip)
  A set of integrated personal lines proposals for agencies that use TAM
• Free Proposal Set - Epic - Commercial Lines (zip)
  A set of integrated commercial lines proposals for agencies that use Epic. Designed for use as part of Word / Epic interface classes.
• Free Proposal Set - Epic - Personal Lines (zip)
  A set of integrated commercial lines proposals for agencies that use Epic

Report Samples

• Brown & Brown 12 Month Trailing Commissions Report - Sample (pdf)
  This report is sold by the Brown & Brown Phoenix office. This sample page has annotations to explain some of the basic functionality of this report.
• 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.
• 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.
• 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.
• 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.

Working Reports

• 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.
• 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

• Quality Assurance & Procedure Manual Format Samples (zip)
  A zip file containing handouts for the AB Solutions classes on Quality Assurance and Procedures Manual creation along with some sample Word documents to help an agency get started.
• TAM Security Planning Sample (xlsx)
  An Excel Spreadsheet with 2 tabs designed to assist in the planning and implementation of TAM security overhauls
• Excel Appendix from TAM Cleanup Classes (pdf)
  This is the very short coverage of how to do Autofilters, Pivot Tables, and VLOOKUP in Excel. This material is included as part of the TAM Cleanup Class series.