Category: Uncategorized
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Quality Assurance rollout
There was an interesting series of events that lead up to this most recent ABS update. It started in February of ’23 when it dawned on us that a disturbing number of ABS users were being careless with policy and account data. Inaccurate data guarantees inaccurate business reports, the very reports that are intended to…
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About the February 8, 2022 Release
This blog will discuss some of the features in the version 3.14.46 release, and how you can use them to increase productivity in your office. Changes have been made to the main program, and two of the most frequently used major features, Document Manager and the ACORD® form program. Before we get into the specifics…
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Changes worth knowing about
First, you may notice something new on all the policy screens. In the top portion of each policy screen there used to be a few fields with a green background. Fields like Carrier, Broker, Policy Name, and a few others. They were color coded to indicate that they play a part in commission calculations. Now,…
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ABS Blog expanded.
Starting with version 3.12.38.390 this blog has been expanded to inform and train you about new program features. In the past, whenever there’s been a big change, we’ve sent bulk email to all offices. Some of those emails go to the spam folder, some are just ignored, and others only go to one person who fails to pass the…
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Query/Report Grouping Tutorial.
The following tutorial is intended for current ABS users.Starting with version 3.11.32.370, queries have been enhanced to allow much more usable, and understandable, grouping of your data. Grouping is done by dragging and dropping a column header into the yellow, grouping band. Beginning with build 370, the behavior is different than before, so keep reading and…
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Securing Your System.
Are you protecting your customer’s data as well as you want your bank or credit card company to protect yours? You should notice the title of this article is “Secure Your System.” It does not say “secure your data.” That’s because the data you keep in your system is really all about your customers. The…
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System Security Software.
Hackers are hard at work mining the Internet for data — maybe yours. Amost any data will do, but collecting data about people and their finances is a prime target. It is easy for a small business to think only the big guys are the focus. That’s because they are the ones that are newsworthy when a…
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Document Manager visibility issues.
Occasionally, we get reports that documents can’t be viewed in ABS Document Manager. In virtually all of these cases the situation is easily cured. It is safe to say that the problem is not with our software. Instead, it is more likely to be a problem with the setup of the individual workstation, failure to follow all the installation steps…
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Licensed Users Explained.
When we released ABS version 3 in 2013, we began charging a little more for larger offices than we do for smaller ones. That’s because, on the average, the greater the number of users, the greater the amount of support and training we provide. Another assumption was that larger agencies are in a better position to…
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Keeping Windows/Programs Healthy.
This article has less to do with ABS than it does with things everyone should do to keep Windows, and computers in general, purring like a kitten. This is not as long as it could be, so please take the time to read it. It may save you a lot of grief. Hardware vs. Software…
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Account Review Form.
We’ve had an Account Review document for a long time. However, with version 3.5.15.314 and later, it is now easier to prepare for the interview. The document is available under the Report menu on the main screen (Reports>Account Review). It’s express purpose is to give you a document that can be used when you hold your periodic…
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Initial Setup
ABS does a lot of tasks automatically that save time and effort. For that to work, you need to enter some basic information. This is a one-time setup that doesn’t take much time because we’ve already done a lot for you. This process makes ABS work the way you do. For just one example, when you enter your…