ABS Agency Builder Features

ABS Agency Builder is a comprehensive insurance agency management solution that includes everything you need to run your agency efficiently. Discover all the powerful features that have made us the trusted choice since 1995. Testimonials prove that's true.

Client & Policy Management

Comprehensive database system for storing and managing customer information, policy details for all Lines of Business including Series 6 and 7 products, and supporting client relationships. Easily search, update, and track all client interactions in one centralized location.

Invoice Management

Create professional premium invoices directly from the system with automated data entry of policy information such as risk, premium, and due date, reducing manual entry errors and saving time. A single invoice can contain policies from multiple companies.

Receipt Management

Track and manage client payments, generate receipts, and maintain detailed financial records. Keep accurate records of all transactions and payment history. Terrific for trust account management.

Document Management

Integrated electronic document management to organize, store, and quickly access all client files, correspondence, and business documents. Keep everything organized and easily retrievable.

ACORD Forms & Legal Documents

Print ACORD forms and other legal documents directly from the system with automatic form completion from stored data. Access over 700 ACORD^© forms and proprietary business forms to ensure compliance and professionalism.

Business Management Reports

Generate professional business reports to track agency performance, commission analysis, policy renewals, and financial metrics. Make informed business decisions with detailed analytics and reporting tools. AI generated account review documents for easy customer support.

Business Letters Library

Extensive library of pre-written, professional business letters for common agency communications. Customize and personalize correspondence while maintaining consistency and professionalism. Content can also be sent via email.

Insurance Company Communication

Communicate directly with insurance companies through our Carrier Gateway , a built-in custom web browser (Chromium or IE-based). Streamline carrier interactions and data exchange.

Mine Your Data: Database Query Tools

Simplified GUI-based database query feature allows even novice computer users to easily search, filter, and analyze your data. Create custom reports and find information quickly without technical expertise. Use mined data in successful marketing campaigns.

Appointment Calendar

Built-in calendar system to schedule and track client appointments, meetings, and important deadlines. Never miss an important date or client meeting. An office-wide calendar that works for all staff members.

Word Processor

Integrated word processing functionality for creating custom documents, letters, and reports. Edit and format documents without switching to external applications. Templates permit easy customization and consistency across all agency communications.

ABS-Cloud

This is more of an option than a feature. By selecting ABS-Cloud, you can access your ABS Agency Builder from anywhere with an internet connection. Enjoy the benefits of cloud hosting without the need for local installation. For more information click here.

Why ABS Agency Builder?

Complete Solution: Everything your agency needs in one integrated system - no need for multiple software programs or complicated integrations.

Proven Track Record: Trusted by insurance agencies since 1995 with continuous updates and improvements.

Training & Support: Comprehensive training and ongoing support to help you maximize the software's potential.

Flexible Access: Work from your office, home, or on the road with full functionality wherever you need it.

Ready to See ABS Agency Builder in Action?

Ask about the 30 day, fully functional trial. Installation and training included.