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

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

Epic Proposal Set: Great Plains (pdf)

Sample of Great Plains Epic Proposal set, which can be purchased. See the “Epic Proposals” page for more information.

 

Download PDF
Epic Proposal Set: Smoky Mountain (pdf)

Sample of Smoky Mountain Epic Proposal set, which can be purchased. See the “Epic Proposals” page for more information.

 

Download PDF
Epic Proposal Set: Monument Valley (pdf)

Sample of Monument Valley Epic Proposal set, which can be purchased. See the “Epic Proposals” page for more information.

 

Download PDF
Epic Proposal Set: Crater Lake (pdf)

Sample of Crater Lake Epic Proposal set, which can be purchased. See the “Epic Proposals” page for more information.

 

Download PDF
Epic Proposal Set: Clean Green (pdf)

Sample of the Clean Green Epic Proposal set, which can be purchased. See the “Epic Proposals” page for more information.

 

Download PDF
Epic Proposal Set: Horizons (Pre-Renewal Review) (pdf)

The proposal set was created for the renewal review with a landscape orientation. It has a separate column on the policy templates entitled ‘Add, Remove, or Change’. The Marketing Summary has three columns for Carrier Premium Comparison.

 

Download PDF
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
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.

 

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

Report Samples

Activity + Notes Minute by Minute Report Sample (jpg)

A sample of the detail version of a report that tracks activities based on their entry date, and notes based on the note entry date in a minute by minute format.

 

Download JPG
Epic New Business Pipeline Sample (jpg)

This is a short sample of a report built using Crystal Reports based on Epic Data. It tracks policy/line & activity data and is designed to help producer or managers to stay on top of prospective accounts as they move through the pipeline when a marketing department is involved.

 

Download JPG