Document Manager for Insurance Agencies

The ABS Document Manager is a powerful electronic filing cabinet integrated into our insurance agency management software. It is possible the most efficient way to file and organize documents of all kinds. Perhaps the most important time saver is the ease with which you can retrieve documents, view, print, and share them. Elecrtonic document management eliminates the need to search through physical files. For even greater efficiency, ABS Document Manager can be used sumultaneously by all users. This further enhances productivity and collaboration.

Document Management example:

Document Manager Layout

The ABS Document Manager is designed to keep all the management tools in one place, making it easy for you to manage your documents efficiently.

The toolbar at the top provides quick access to common document management functions.

The left sidebar shows captions describing the document being displayed, allowing you to navigate through all stored documents.

The center panel displays the actual document — text or image.

The right sidebar contains document organization features and methods for adding comments or annotations related to the document.

The bottom portion of the right sidebar contains metadata about the selected document.

Document Acquisition

Documents can be acquired through various means, including importing saved files, copying from other sources, scanning directly from your scanner, dragging and dropping files, or creating new documents directly from within other ABS features such as ABS ACORD forms, Premium Invoices, and Receipt Manager. This flexibility allows you to manage all your documents with ease.

To simplify document retrieval, acquired documents can be categorized and/or linked to policies or individuals. All acquired documents are automatically linked to the selected client's account. It's automatic so no manual linking is required.

Document Retrieval

ABS Document Manager provides quick and easy ways to access documents using various search and filtering options.

Select by document caption on the left sidebar. Captions are brief descriptions of the document.

Filter documents by category to dramatically reduce the number of documents to evaluate.

Filter documents by their links to policies or individuals to narrow down the results.

The most basic way to find a document is by manually browsing through all files by simply pressing PageDown or PageUp.