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.

Download PDF
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.

Download DOC
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.

 

Download 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.

 

Download PDF

Configuration & Setup

Epic Security Worksheet - Sample for 2016 (xlsx)

Excel Worksheet to assist in the planning and implementation of security groups in Epic. The detail grid is from Epic 2016 MU3.

 

Download XLSX
AB Solutions Custom Form with Prefill Samples

This single custom form can be imported into your Epic system to use as the base form for your non-Acord coverages such as Directors & Officers, Errors & Omissions, Fiduciary, Employment Practices, Cyber, or a complete Management Liability policy. Each screen is set up as a schedule allowing you one or multiple occurrences as needed by each policy/line.

The custom form has very few labels (static text); instead, we incorporated fields for policy sections and coverage descriptions. This empowers you (the agency) to create a selection of prefills for use with each policy custom form. Our recommendation is to create a prefill per carrier so that you can customize the policy language (description fields) to match the policy paper. As a result, your Epic screens and merged templates will reflect the proper policy language.

 

Download ZIP

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.

 

Download ZIP

Proposals & Templates

Epic Proposals - Style Customization Guide (docx)

Part of the Pre-Built Integrated Epic Proposal sets. This guide must be completed and returned by any agency purchasing the basic customization package along with the purchase of one of the Pre-Built Proposal sets.

 

Download DOCX
SET Examples - Epic Templates (zip)

3 integrated and importable Epic template attachments that are referenced in the class “In Word, SET Commands are Magic!”.

 

Download ZIP
Design a better Proposal - Resource Files (zip)

This zip file contains the support materials for the class series “Design a better Proposal”

 

Download ZIP
Word Styles Class - Resource Files (zip)

This zip file contains support materials for the class “Microsoft Word – Leveraging Styles”

 

Download ZIP
Endorsement Cover with Letterhead Options

This Epic importable zip file contains a template used in the “Intelligent Documents” session by Graham Blundell

 

Download ZIP