Document Management

Document ManagementOur 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 assign 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.. 


Automatic Filing

Let's say there is a divorce. Most other systems require you to create a new account, then add the member(s) who moved, then delete them from the old account. You have to deal with policies, and  then (if you remember) you'll need to do something about the scanned documents. Not so with our document management system.

The process of splitting a household is automatic with ABS. It saves time, and virtually eliminates human errors. For example, with the Split Household utility, you simply enter the new address and identify the person or people who are moving to the new household. ABS does the rest. It creates the new account and moves the family members you've picked from the list. In the process of moving the family members, it also moves anything linked to them, including their documents. For example, copies of the appraisal for the diamond necklace the wife inherited from aunt Martha. Or, the auto policy on Junior's car when he moves to a new apartment.

With ABS, tasks that could take you a big chunk of an hour, are done in seconds with a single transaction. Real document management helps you keep things from falling through the cracks. You should never need to scratch your head trying to remember who Bill, or Suzy used to live with so you can go to the old account to find something that should be where it belongs — automatically.

Almost any kind of document can be stored; graphic images (.jpg, .png, .bmp, etc), Adobe Acrobat documents (.pdf), Microsoft Word documents, and digital camera images, which are stored as a standard graphic image. ABS Document Manager is also capable of doing substantial image editing of the graphic images, such as adjusting contrast and brightness, cropping, shrinking, rotating, and other editing functions.