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

  • 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

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Procedures & Quality Assurance

  • [No Downloads found]