Agency Business Systems, Inc

ABS Document Manager

Our Document Manager is an optional add-on to ABS Agency Builder, the main program. It is optional because not all agencies wish to automate record storage. As the name implies, this is document management designed specifically for an insurance office. It is often referred to as a paperless office. This just may be the best document management system for you because it is designed the way an insurance agency works, and it’s designed just for our agency management system. It automatically assigns documents to the account to virtually eliminate misfiling. Documents can be linked to policies or family members. This additional linking assures automatic document relocation in the event of a split household (divorce, grown child moves out, etc.). Our Split Household utility is like having a robot that makes sure your filing cabinet stays organized. It’s a bigger deal than you might think and is a big part of a well-designed document management.