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.

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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.

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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.

 

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Excel Macro Reporting Tool Lite - Epic: Intro & Install Guide (pdf)

The current version of the installation guide for the Epic Excel Macro Reports program.

 

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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.

 

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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.

 

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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.

 

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SET Examples - Epic Templates (zip)

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

 

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Epic 2018 CL Free Proposal Set (zip)

This is a zip file which contains a set of integrated proposal template and cover page documents that can be imported into the Applied Systems Epic agency management system.

 

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Design a better Proposal - Resource Files (zip)

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

 

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Word Styles Class - Resource Files (zip)

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

 

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Endorsement Cover with Letterhead Options

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

 

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