News

ABS Agency Builder Version 2.9 includes a new Calendar:  Included in version 2.9 is a fantastic appointment calendar that rivals those found in Outlook™, ACT™, and similar OTC products. It is included in the base price, so there is no extra charge to use this valuable tool. It is an office-wide calendar that allows everyone to maintain their own individual schedule.  Since this is networked, like the rest of ABS, you don't need to pay extra for the network version like you do with Outlook™, Act™, Goldmine™, or Maximizer™. With version 2.9, you can see schedules for yourself, all employees, or any other combination . This is a real time saver when you want to set meeting times while everyone is free. Take that a step further and use it to stager vacation schedules so you are never short staffed.  Click here to view a detailed description (Adobe Acrobat required).

Just a few of the features are:

• Day view.
• Week view.
• Work week view.
• Month view.
• Year view.
• Custom view ( any combination of days from one day to six weeks in the same view).
• Set multi-day events (like out of town meetings).
• Set recurring appointments (like the first Monday of every Month).
• Color code calendar pages by person.
• Color code appointments by type.
• Set reminder alarms.
• Use for business and personal appointments.
• Print calendar in color or black & white.
• Customize printed layout (full page, tri-fold, etc).
• And more.

Back to top  

ABS Document Manager:  The difference between us and other scanning programs is incredible organization and easy document retrieval. It is the difference between being document centered or client centered. ABS Document Manager is client centered because it is part of ABS Agency Builder.

For starters, images are instantly, and automatically linked to the client’s account. They can also be linked to any family member or policy in the account. Let's say you took a digital photo of a vehicle's unrepaired damage, and stored it in ABS Document Manager. It would instantly and automatically be linked to the client's account, just like dropping a photograph into their paper folder. 

It gets even better because you can also link the photo to the auto policy. Now, this doesn’t sound like such a big deal, but it is. Let’s say the rated driver for this vehicle moves out of the household. Our Split Household utility automatically moves the policy to the new household when the rated driver is moved. When the policy is moved, the images linked to it are also moved. So the big deal is this, with one quick transaction you actually perform three tasks that other programs require you to do individually.  Now, apply this same concept to photos for jewelry floaters, boats, motorcycles, or scanned images of grade cards, dec pages, accident reports, etc. You get the idea -- easy to use, incredible document organization. and access to information at mind boggling speeds.

Back to top  

Hints: Did you know that you can copy and paste information between ABS Programs and other Windows programs? It can reduce typing and typos. 

Back to top  

Windows XP:  We agree with Microsoft 100%, and so should you. They have released two versions of XP -- Home and Professional. The names should tell you which to use in your office. The Home version is not suitable for the kind of use that is typical of an insurance office, so get the Pro version if you upgrade. If you buy a new computer, make sure to specify the Professional version. If you don't, you'll get the Home version by default. Don't say we didn't warn you.

Back to top  

ABS Efficiency: An informal poll of our users indicate ABS Agency Builder is worth about 1.4 employees for every 1000 policies in force. Example, a San Diego agency was running a 5500 policy agency with a staff of seven. After ABS they are doing it with three.