Streamline your agency operation

Essential Configuration for Maximum Efficiency

Complete guide to ABS Agency Builder initial setup - carrier configuration, policy setup, and essential settings for maximum efficiency.

Proper initial setup is crucial for getting the most from ABS Agency Builder. While the software works without configuration, you'll miss significant time-saving features and work much harder than necessary. This one-time setup process maximizes your software investment.

Why Setup Matters

ABS automates many routine tasks, but only after you provide basic information about your agency operations. For example, when you enter carrier commission rates, ABS automatically calculates expected commissions to help reconcile statements. Skip this setup, and you'll forfeit the efficiency benefits you paid for.

Carrier Setup

Access: Admin > Carrier List

Start by configuring your insurance carriers:

  • Add your current carriers and remove example entries you don't use
  • Keep historical carriers even if you no longer write with them (needed for existing policies)
  • Enter NAIC numbers for automatic ACORD form completion
  • Add carrier websites for quick navigation from within ABS

Critical fields include: Carrier name, NAIC number, commission rates, and website URLs.

Policy Information Setup

Access: Admin > Policy List & Carrier Default Commission

This is essential for accurate commission calculations and efficient data entry. You must configure every policy type you sell for each carrier.

Example

If you sell both preferred and standard auto policies for Ajax Insurance at different commission rates (20% vs 10%), create separate entries for each.

Three-step process:

  1. Select the insurance company from your carrier list
  2. Choose policy type (Auto, Home, Life, etc.)
  3. Enter policy details including actual carrier policy names and commission percentages

Format commissions as decimals: 0.10 = 10%

Pay Period Configuration

Access: Admin > Create Pay Periods (Admin privileges required)

Configure how often you pay producer commissions. This enables ABS to calculate and track producer payments accurately. See the user manual for detailed setup instructions.

Customize Drop-Down Lists

Access: Edit menu

ABS includes common values in dropdown lists (Auto BI, PD, UM, etc.), but you should customize them for your agency:

  • Remove unused options to streamline data entry
  • Add agency-specific values you use frequently
  • Reduce typing by having everything available in lists

Auto Default Coverage Profiles

Create coverage profiles for policies you commonly sell:

  • Minimum Liability Only
  • Full Coverage
  • Underlying Umbrella
  • Custom agency packages

One click enters all limits (BI, PD, UM, UIM, deductibles) simultaneously instead of entering each field manually.

Calendar Setup

Access: Tools & Settings > Program Preferences > Global Preferences > Calendar tab

Choose between:

  • ABS Calendar: Office-wide system accessible to all employees
  • Microsoft Outlook: Individual user calendars

Recommendation

ABS Calendar offers significant advantages for multi-user offices with its shared scheduling capabilities.

Word Processor Setup

Access: Tools & Settings > Program Preferences > Personal Preferences > Word Processor tab

Choose between:

  • ABS Word Processor: Faster, integrated with agency data
  • Microsoft Word: Full Word functionality

The ABS Word Processor handles normal correspondence efficiently and integrates seamlessly with client data and letter templates.

The Bottom Line

Initial setup requires some time investment upfront but pays dividends through:

  • Automated commission calculations
  • Faster data entry
  • Improved accuracy
  • Streamlined workflows
  • Professional correspondence

Key Takeaway

Most setup tasks are "set and forget" - configure once, benefit forever.

For detailed, illustrated instructions on any setup procedure, consult the ABS User Manual. The manual provides step-by-step guidance for every configuration option and should be your primary reference during initial setup.

Take the time to configure ABS properly - your future efficiency depends on it.