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Selected Screen Shots
These are just a few of the more commonly used screens of ABS Agency Builder.
To see more detail, click the thumbnail image. This only gives you a small
sample of what's in store for you when you load the software, and begin the
journey to productivity. You should also check out the benefits
of using ABS Agency Builder. While you're at it view a brief product
comparison.
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Main account screen. This is
where the general account information is found. It is also the main menu
for the entire program. Queries, reports, policy information, and other
utilities are available here.
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Document Manager main screen.
This option permits the use of any Twain device (camera, scanner, etc).
Here you can store images linked to the account. They can also be linked
to family members or policies.
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Auto insurance policy screen.
This is typical of a property and casualty screen. You are not required to
enter all the information, however there are enough fields to satisfy the
most detail oriented agency.
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Insurance forms. Insurance
agency management would be nothing if it didn't automatically create
binders and certificates. With ABS Agency Builder, these forms are
pre-filled before the interactive print preview is displayed (shown here).
Corrections or additional information can be entered before you print.
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Commercial policies require
saving more information than the typical property and casualty policy.
That is why there are tabs at the bottom for locations, and vehicles
covered. As with all policy screens, you can enter more than one policy so
splitting coverage between carriers is a snap.
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Financial information is
important, so one of the standard reports is for folio reconciliation.
This lists new business and policy renewals on a month by month basis. The
report can be filtered to show production for individual producers,
carriers, policy types, and any other field on the report. You can even
filter combinations of those fields to display a single producer's
production for a specific carrier, and even limit it to a particular
policy type. Production figures are given in premium dollars.
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Sophisticated queries can be
done without an in-depth knowledge of computer lingo. Dozens of standard
queries are pre-defined for you. All you have to do is filter and sort
them to satisfy your particular needs. Query results can be used to print
reports, create mailing labels, export to a standard ASCII file (which may
be imported into your favorite spread sheet), and the results can be used
for mass mailing using the ABS® word processor.
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Marketing beyond queries is the
purpose of the ABS® Marketing Campaigns. This allows you to focus on a
specific product, or client profile. A campaign would typically consist of
two or three letters sent to the same group of people, separated by a
couple of weeks. After the final letter, a personal phone call produces
great results. After the mailings, it's not really a cold call -- you have
something to talk about.
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The ABS® word processor
is powerful, and full featured. You can insert clip-art, digitized
signatures, logo graphics, and much more. It has most of the features of
the big guys, like spell checking, thesaurus, and mail merge. This sample
of a mail-merge is typical of those produced by a Marketing Campaign, or a
pre-defined query. If you are comfortable with Microsoft Word™ or Word
Perfect™, you'll love ABS® word processor. If not, the learning
curve is easy.
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The ABS® Receipt Manager
is a start-of-the-art way to manage your premium trust account be
automating the process of receiving premium payments. This option brings
incredible flexibility and ease to the entire process, from receiving the
payment, to making the trust deposit, to sending the trust payment to the
carrier. Since most of the receipt information comes directly from ABS
Agency Builder, data entry is an absolute minimum.
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