Services
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
Download a full copy of our brochure (PDF)
Your Agency Management System is a powerful and flexible tool. But it must be...
If you understand how to use them, the reporting and data extraction capabilities built...
Integrated Proposals and Form-letters will save your staff significant amounts of time as well...
If the time and expense required to have well trained in-house accounting staff is...
For any business to succeed over the long term, accurate financial records are not...
Operational efficiencies cannot be realized or maintained without ongoing training on the best ways...
A neat and orderly agency management system is an essential component for maximizing staff...
In order to maximize the return of the agency’s investment of procedures and staff...
Create a written procedures manual for any one department. Live development Process – We...
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: