Insurance Agency Management Software

ABS Release 3.14.46: Major Productivity Enhancements

This release focuses on improving user efficiency with new document management features and enhanced ACORD form integration.

🚀 Release Highlights

This release brings game-changing productivity improvements to Document Manager, ACORD forms, and task management with copy-paste functionality, direct scanning, and intelligent reminders.

Release 3.14.46 introduces significant enhancements across three core areas of ABS Agency Builder, designed to streamline your daily workflow and eliminate time-consuming manual processes.

Important Change: Update Notifications

⚠️ Notification Policy Change

Starting with this release, build number changes will no longer trigger update notifications. You'll only be notified of major and minor version updates that include new features or operational changes.

Understanding Version Numbers

ABS version numbers follow this format: Major.Minor.Release.Build

  • Major/Minor/Release changes: New features or operational modifications (triggers notification)
  • Build changes: Bug fixes, typos, minor corrections (no notification)

Staying Current

Use Help → Software Change History to check for recent build updates. Your current version appears in the lower right of the main window, login screen, or Help → About ABS Agency Builder.

Document Manager Revolution

The biggest transformation in this release centers on Document Manager, with features that users immediately called "game-changers."

✨ Copy-Paste Document Functionality

Huge time saver: Right-click any document in Windows File Explorer, select Copy, then paste directly into Document Manager. Supports PDF, PNG, JPG, and other image formats.

📱 Direct Scanner Integration

Eliminate extra steps: Load pages into your scanner's document feeder and scan directly into Document Manager. No more scanning to files and importing.

Interface Improvements

  • Relocated Notes section from left to right side
  • Expanded document list area for better visibility
  • Enhanced organization for accounts with extensive documentation

ACORD Forms Integration

One-Click Form Storage

📋 Direct DocMan Integration

New DocMan button in ACORD forms instantly saves completed forms to Document Manager. Faster than printing and scanning, with perfect accuracy.

Smart Contact Management

The Contact field is now yellow (indicating automation). Double-click to:

  • Select from your office employee list
  • Automatically insert email addresses (if configured)
  • Use default contact preferences for faster completion

Advanced Form Search

Enhanced saved forms list includes new columns for:

  • Policy number
  • Line of business
  • Date created
💡 Pro Search Features

Filter and sort any column, use date ranges, and employ wildcards. Example: View only Form 25s for specific policy numbers within any date range.

Intelligent Task Reminders

Smarter reminder management addresses productivity disruption from outdated or excessive notifications.

Enhanced Reminder Intelligence

  • Overdue indicators: Clear messaging when tasks are past due
  • Popup tracking: Shows how many times the same reminder has appeared
  • Automatic cancellation: Assumes ignored tasks and stops notifications
  • Task preservation: Items remain on To Do list but won't pop up
⚠️ Important Reminder

The Stop Reminders button only stops notifications—it doesn't mark tasks as completed. Use the checkbox to mark tasks as done.

Getting Started with New Features

Immediate Action Items

  1. Test copy-paste functionality in Document Manager
  2. Configure scanner for direct integration
  3. Update ACORD contact preferences for automatic insertion
  4. Review and clean up overdue task reminders
  5. Explore advanced search in saved ACORD forms

Productivity Benefits

  • Eliminate multiple steps in document management
  • Reduce printing and scanning for ACORD forms
  • Faster contact entry with automation
  • Better organization with enhanced search capabilities
  • Fewer productivity interruptions from outdated reminders
📚 Updated Documentation

The user manual has been updated with detailed instructions and illustrations for all new features. Access it through the main program's User Manual button.

Questions About These New Features?

Our support team is ready to help you maximize these productivity improvements. Contact us for assistance or training.