Insurance Agency Management Software Features

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

AI Assistant

Our AI Assistant is powered by a leading U.S.-based technology provider and helps users of all skill levels get more out of ABS Agency Builder. It's like having a knowledgeable expert at every desk, always ready to help — an expert that knows ABS, and knows insurance. Read More

Insurance CRM & 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. Read More.

Insurance 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. It's an electronic filing cabinet at your fingertips. Read More.

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.

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 while saving time. A single invoice can contain policies from multiple companies. Your insured will appreciate writing one check covering all their policies.

Receipt Management

Track and manage client payments, generate receipts, and maintain detailed financial records. Keep accurate records of all transactions and payment history. Not only does it keep track of who payed, it also tracks the person taking the payment. Terrific for trust account management.

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. Content can also be created by our AI Assistant.

Word Processor

Integrated full featured word processor simplifies letter creation, business documents and reports. Create custom documents or edit the pre-written letters without switching to external applications. This powerful word processor is capable of handling all your document needs including mail-merge, custom letterhead, inserted graphics, and more.

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. Color code events for individuals and/or importance.

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.

Insurance Company Communication

Communicate directly with insurance companies through our Carrier Gateway, a built-in custom web browser (Chromium or IE-based) designed to take you to the carrier's webpage with a single click. Streamline carrier interactions and data exchange. Always make sure your information is current — no more outdated data!

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.

Insurance Agency Management in the Cloud

ABS-Cloud is more of an option than a feature. By selecting ABS-Cloud, you can securely access your ABS Agency Builder from anywhere there's an internet connection. Enjoy the benefits of cloud hosting without the need for local installation. Perfect for multiple office locations, or agencies who have remote workers. Discover more about the ABS-Cloud benefits and how it works.

Customization Options

ABS Agency Builder offers extensive customization options to fit your agency's unique needs. Tailor the software to your workflow, ensuring a seamless integration with however you run your agency. It's easy to make ABS Agency Builder your personalized software.

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.

ABS Agency Builder is used by independent insurance agencies throughout the United States. Whether you write personal lines, commercial lines, life insurance, health insurance, or financial services products, ABS provides the tools needed to manage clients, policies, documents, billing, renewals, and agency operations.

Ready to See ABS Agency Builder in Action?

Free live demonstrations are available. A fully functional 30-day trial installation, including setup and training, is available for $75.