ABS Agency Builder 3® User Manual
Contents
1. E Delay task for up to random delay 1 hour v Repeat task every 1 hour for a durat of 1 day Stop all running tasks at end of repetition duration Eq Stop task if it runs longer than 3 days v E Expire 10 15 2013 4 04 19 PM 5 chronize acro t Z Enabled The Actions Tab is where you tell the scheduler how to run the ABS Data Backup program Normally the Action will default to Start a program If it doesn t you must select it The Program script field is where you must enter the path to the backup program Use Create Task You must specify what action this task will perform the Browse button to locate General riggers Actions ABS3Backup exe Normally it will be located When you create a task you Action l Settings in the ABS3 folder on your C drive In this Details Program script example it was located on the D drive DAABS3 ABS3Backup exe Using the Browse button will eliminate Add arguments optional autostart D g UeSSWO rk Start in optional If you fail to enter the two parameters in the arguments field the program will not start automatically This is just as important as the program path The first parameter must be the word autostart The second must be the drive letter of the disk where the backup should be sent This can be any valid drive letter If this is a removable drive make certain it is available when the backup2. Exchange of Information Form Witness Card Certficate of Aviation Liabity Insurance Certificate of Aircraft Insurance Intermodal Interchange Certificate of Insurance Vehicle Or Equipment Certificate of Insurance Certificate of Property Insurance Y E PO BOX 68308 Form Signatures To load a signature click the Select button see the previous illustration That opens this dialog box Select the name that should appear on the ACORD form Homer Jones Dae more eee ig If a signature has already been loaded for the selected person it will be visible If the Signature box is empty right click the Signature box to produce the menu shown at the left Select Load That will allow you to select a previously created a E Coes z signature file will look similar to the above ex Paste X Delete By To create a signature file simply scan your signature 5 Load i De asas with your office scanner Crop the image to eliminate excess white space Place the resulting file where you ll remember its location the folder s name The following illustration shows the selection of a signature file in Windows 7 A similar dialog will appear in other Windows operating systems The selected signature will appear in the Signature Box and will
3. ABS Agency Builder 3 User Manual Rev 9 6 2013 Agency Business Systems Inc 2013 ABS Trademark Acknowledgment Firebird is a trademark registered to the Firebird Foundation Incorporated Microsoft Windows XP Windows 7 and Windows 8 are trademarks of the Microsoft group of companies ACORD is a trademark of the ACORD Corporation Incorporated Table of Contents MATOJA HO a eee eter etme RR rire ee ere ret Sm eer re eee 4 Important Terms Please do not skip this SCH OM aida 4 SY RE QUITE MENS ida 5 Stato iaa 5 User Cuide TO CUCU OT id iia 6 TAME 10 00 A A ad 6 ABS AA a 6 ees ah AVISO 0 eee ORBE oo R ee Ce eee eee ees 6 Atina ICS OUT CC Sd AO 7 Employee Commissions amp A ist 7 Administrator Tasks Within the Main Program cccccccccccceecceeeeeeeaeeeeessesseeeeeeeeeeeeeeeeeeaaeneeeeeas 8 Subtle Program Ditterences Irom Version Za a A ata ede 8 Master Sersen Me Contatti ii 8 AA eo o A O E o O eaten 9 Endorsement e eee 9 Navigators A E TE 9 Membe e a ato 10 POMC Task dis 11 Email FSO rener A E 11 GROSA NAVIA O iia 11 Advanced Gdl de Urb 12 A A ete Ea ee eee en ee 12 SOUTO a ld eidra 12 A A O E OC O A 12 ERMUA tot tesi tendiendo 13 Custom Reports Tom grids query example ida 13 ATE 1E en oe ee oe ee ne een ee eee ened eer een AE em One renee 14 Savio are la RT Ce 14 E O PPP A A oreaysaieces Rae 15 IVE aS rit amparan Ad gets 15 ACORD FOMS esre a ol 16 ACORD FORM Short Utada i
4. Apply Default Limits O a Paz ed Refresh Search Browse Card New View File Log Log gt Search Activity Log Find Policy Ctri Alt F4 Fo a Auto Makes Models Endorsement List z Default Limits Bei zilo Entity Name Account 142 Pol Status Policy N NAVIGATORS You should understand this discussion of Navigators You will find one or more navigators on every screen and even some dialog boxes Endorsement lists are unique to each Line of Business LOB Therefore editing the lists must be from the policy screen menu The example below shows such a selection from the Auto Screen menu Entering the endorsement information for your carriers will eliminate the need for you to type them for every policy you enter Navigators consist of a group of buttons that allow you to 1 Move from one record to another the arrow buttons 2 Insert a new record 3 Delete an existing record 4 Save changes to an existing record Y In the Auto Screen below there are three Navigators The one in the upper left navigates policies The caption to its right says 1 of 2 Policies The Navigator to its right with only three buttons only gives the ability to Add Delete and Save vehicles on the selected policy The caption to its right says 1999 Alfa Romeo Alfetta The navigator at the bottom of the screen belongs to the Endorsement Grid It allows normal navigation tasks to be applied to the records in the E
5. EFFECTIVE Updated from 10 1 2011 to 10 1 2012 09 01 09 30 _ Blue Advantage 554328876654 le Cross 12 30 1899 RENEWAL Updated from 10 1 2012 to 232 87 DNJ 23 29 LOEWE 10 1 2013 11 01 11 3 EFFECTIVE Updated from 10 1 2011 to 1 10 E Secure Presences 00493456U Metropolitan 12 30 1899 RENEWAL Updated from 10 1 2012 to 10 1 2013 EFFECTIVE Updated from 10 1 2011 to 10 1 2012 Media Liability 665763768768 urance Company 12 30 1899 RENEWAL Updated from 10 1 2012 to 65 89 HWI 10 1 2013 EFFECTIVE Updated from 12 30 1899 to 10 1 2012 Worker s 776549986 urance Company 12 30 1899 RENEWAL Updated from 10 1 2012 to Compensation 10 1 2013 ECTIVE Updated from 10 1 2011 to 10 1 2012 g H g NT ria as Changes example from to 25 50 means was blank and now is 25 50 Split Share Shared Amt is subtracted from Split Amt see manual for details L of 750 Accounts 0 Jl Jl dl The program keeps track of every transaction that can influence commissions transactions such as policy renewals changes to coverages or risk or new or canceled policies We record all this information whether done manually or automatically In the example above notice the portion of the grid with a blue background That portion cannot be edited since it reflects changes that have occurred which can t be altered from here The portion with the white background contains information you must fi
6. CAUTION The installation software offers two installation choices Server and Client Workstation Make certain to make the correct choice We will charge time and materials to correct your mistakes IMPORTANT Some Internet Security programs Firewalls anti virus etc must be configured to trust our software otherwise they cause very slow ABS operation opening the program and or saving changes We can t support those products so call your local IT Professional if you need help USER GUIDE INTRODUCTION We have kept illustrations to a minimum In cases where illustrations exist they may be too small to read They are included so you can refer to the actual screens of version 3 For example the screen copy below shows the new Multiple Document Interface MDI You can have multiple screens open at the same time and you can switch between by just clicking We don t expect you to be able to read the text shown on this illustration Look at your own monitor Fire File Edit Admin View Marketing Reports Tools Window Help Common Actions Policy Details Appointments amp Tasks Communications 7 S eed7 O E Search Browse Card New View Tasks View Cal File Log Log ToDo Tasks endar Account Navigator Search Activity Log To Do Calendar Fotey betas IF account W Status Prospect w Plan Y La
7. 2416 James amp Terri Burch Dear James amp Terri James amp Terri Burch PO BOX 804 805 825 6655 Edward amp Heide Fitcraft Smith Dear Edward amp Heide Edward amp Heide Flitcraft Smith 2400 NE Redsunset Dr 113 665 6461 Ethel Griva Dear Ethel Ethel Griva 4848 SE 87th Ave 221 4814 El STATE OR or STATE WA B Tammera Dear Tammera Tammera Hill 20f80 AS Account Status PS Policy Status VS Vehicle Status Hiding Columns 7244 SE Los Verdes Dr 658 5820 Click the cell in the upper left of the grid to expose a drop down of all the columns Uncheck the box for the columns you wish to hide This is most useful when you plan to print a report but wish only certain columns ist gt et M A Ta ON E e Output Print Report Print Mailing Export Mail Labels Q D AS Entity 692 SALUTATION CLIENT ADDRESS1 ADDRESS2 JARA First Allison Douglas A Mid Last Ainslie Bennett Dear Allison Dear Douglas Address1 2952 E Harrison St 5345 SE Byron Dr City State Zip Seattle Milwaukie WA OR 98112 97267 Area Phone 206 503 206 329 4556 503 654 0659 Donald amp Bea Huber Dear Donald amp Bea 4536 Holly Street Springfield O
8. E Harrison St 5345 SE Byron Dr hm Seattle Milwaukie State Zip 98112 Area Phone 206 206 329 4556 503 654 0659 Email Mass Mail Renter Donald amp Bea Huber Dear Donald amp Bea Donald amp Bea Huber 4536 Holly Street Springfield 818 485 2188 Craig Lecouris Dear Craig Craig Lecouris 5123 NE 112th Ave Portland YBH KVYF Donald and Deborah Nolen Dear Donald and Deborah Donald and Deborah Nolen PO BOX 324 Beavercreek 612 0155 Nancy Sparta Dear Nancy Nancy Sparta 22059 E Burnside Portland 215 8580 Todd Stief Dear Todd Todd Stief 15117 SE Diamond Ave Milwaukie 254 5185 John Wesson Dear John John Wesson 120312 S New Era Rd Canby 550 0110 JAS SSS Donald Zimmer Dear Donald Donald Zimmer 17190 SE Webster Rd Gladstone 658 5515 Richard amp Audine Anstead Dear Richard amp Audine Richard amp Audine Anstead 5200 SE Jennings Ave 15 Milwaukie 654 8811 Albert Babcock Dear Albert Albert Babcock 18505 SE Ashton Ln Milwaukie 654 8561 Dale amp Lori Bingham Dear Dale amp Lori Dale amp Lori Bingham 2203 SW Marsuda Way 27 Aloha 658 2582 Tom and Susan Brooks Dear Tom and Susan Tom and Susan Brooks 16698 SE Blossom Ave Milwaukie 655
9. Insurance Co POLICYNAME Updated from to Preferred Family Auto AUTO Progressive Insurance Co 1991 PLYMOUTH VOYAGER VIN 2P4GP45R2MR214259 UIM Updated from _ to 100 300 DATA BACKUP You can perform backups of your database manually or you can automate the process using Windows Task Scheduler If you wish to perform unattended backups Windows Scheduler allows you to determine what time and how often backups are performed However the scheduler must tell our backup program where which drive letter the backup file is to be placed We ll show you how a little later First you need a little more information and must know how to do manual backups Because our database is Firebird you can perform backups even if the database is in use When the backup is first started a snapshot of the data is taken at that moment That snapshot contains all the data that has been entered prior to when the snapshot was taken If a user happens to be in the middle of entering or editing data 21 those changes will not be part of the backup because the transaction was not completed when the snapshot was taken The value of this method is that you can backup your data any time you wish and you don t without affecting the productivity of your staff Manual Backups Backups are not done from within the main program They must be run from the Windows Start menu The procedure is as follows 1 Click Start gt All Programs gt
10. a pick list of the potential certificate holders that were entered on the ABS Policy Screen Potential certificate holders are lenders or certificate holders or any combination of them For example on a fire screen you may have entered two lenders and three certificate holders Double clicking will produce a pick list of all five potential holders The program doesn t know which one you need so you must pick from the list If no Lender or Certificate Holder has been entered on the Policy Screen you can hold down the Ctrl key and Double Click the ACORD Form s yellow field That will produce a complete list of all possible certificate holders That list will be the entire Lender List combined with the entire Master Certificate Holder list This is so you don t have to go back to the ABS Policy Screen to enter the holder and then start the ACORD Form all over again Insured Name When creating a form for Commercial Insurance there are several possibilities for insured name e Account Name from the account screen e Entity Name from the account screen e DBA Name from the commercial policy screen e First Named Insured from the commercial screen When opening a form from the Commercial Screen if only one of the above has been completed it will be used to complete the form If more than one has been completed a pop up window will ask you to select the name you wish to use If it is a name from the account screen the address from that screen wi
11. ce Pr CO A Tce Pr ee ER 8 Member PROON EE tetas se acento ca 10 A re ee A Tonner ne reer tee Seen TeaneD R eeeirtene Testy ener aT eer entero aren ne re ent een Toner 9 Multiple Document Interface MD a 6 Na nn Pe O 9 NOS 4 OPUS aio 4 Peer to PEST A II swteaaeetaesatotte 4 61 0 20 Up te Pee rr E NN oT Rd ee 11 A Sp RN 5 PPR A O en et eee at OA 8 Proprietary Insurance ROTOS sidad dit Condo miman Cstilicalon aora ad 20 o Mo A E 19 Reccipt Mana NA eee ta eaaundesecuee 8 SR A A ER er a Eo eee ee Rt Ee eA S ee eee re ert ae 4 O O O A nan S 5 Spltand Shared COMMISSION 7 System A ed 5 2
12. in the states of Oregon and Washington Notice the drop down menu in the State column All columns with few exceptions can be filtered in this manner Note that multiple selections can be made werna TE AAA Sl lO A es Output Print Print Mailing Export Mail Report Labels Output A AS Entity First Mid Last Salutation Client Address1 CSR Email Mass Mail Renter AA Allison Ainslie Dear Allison Allison Ainslie 2952 E Harrison St 206 329 4556 A Richard amp Audine Anstead Dear Richard amp Audine Richard amp Audine Anstead 5200 SE Jennings Ave 15 1654 8811 A Albert Babcock Dear Albert Albert Babcock 118505 SE Ashton Ln 654 8561 HWI AF A Douglas Bennett Dear Douglas Douglas Bennett 5345 SE Byron Dr 503 654 0659 i A Dale amp Lori Bingham Dear Dale amp Lori Dale amp Lori Bingham 2203 SW Marsuda Way 27 1658 2582 HW Y A Tom and Susan Brooks Dear Tom and Susan Tom and Susan Brooks 116698 SE Blossom Ave a 655 2416 HWJ Y A James Terri Burch Dear James amp Terri James amp Terri Burch PO BOX 804 Mulino OR 93042 1805 1 805 825 6655 HWJ Y PI Edward amp Heide
13. 11 2012 4 11 2012 Form lA Auto TEMP DBM Grange Insura 4 11 2012 10 11 2012 4 11 2012 Coverage Endorseme A Auto TEMP ENM Hartford Insur 5 23 2012 11 23 2012 5 23 2012 E aa p Fire TEMP DBM Allstate Insura 4 11 2012 4 11 2013 4 11 2012 oie eens Status Policy Num Effective Date Time Renewal Date Cancel Date Inception Date Bus Type Producer Address 1 ie Street Address 2 i e PO Box Rentas Rated Driver Prospe y TEMP DBMN5251 4 11 2012 y 411112012 gt Named Insured_or Vestina Name as renuired hy lender El 1965 Lotus Super Seven Pol Status Policy Num Effective Date Time Renewal Date Cancel Date Inception Date Bus Type Producer e Siete hei i 5 23 2012 v gt 522012 New Y gt A Broker if brokered Policy Name Pol Prem Term Share W PM a 1 0f1 Policies v Broker if brokered Policy Name Premium Deduct Term Share W AS GE 62220 Gi Be y City St Zip Lienholder Pays Premium LoanNumber Portland OR Terr Yr Buit Property Management Co 2nd Lienholder LoanNumber v v el Risk Class Prot Cl Construction i Credit Score 7 hd id y Tenant Occupied 150 P Health TEMP DBM 4 11 2012 4 11 2013 4 11 2012 a UM 100 300 Dwelling 100 300 jak Sep Struct Loss of Use Cash Money Computer its Optional Cov Endorsements Sched Pers Prop Float
14. 1286 8454 HWJ Y E D y DO narta Da N aTa N aTa narta NSO nacida DOrtano NOD Q Aa econ aly El STATE OR or STATE WA E AS Account Status PS Policy Status VS Vehide Status y Sorting Columns may be sorted by clicking the column header If you wish to sort by more than one column click the first column then hold the shift key while clicking subsequent columns For example if you wished to resort by Last Name and then First Name within Last click the Last column header hold down the shift key on your keyboard and click the First column header Other column combinations are done the same way Grouping Occasionally it is nice to group items The example below is of the same query grouped by CSR To group by any column drag the header into the yellow band above the headers Notice there are three groups identified by the gray rows with captions that begin with the group name CSR in this case Sub groups can be created by dragging additional column headers into the yellow band For example we could have made a sub group for State by dragging that column header into the yellow band Had we done that each CSR would have a sub group for Oregon and another for Washington Notice how the filtering on State remains 12 oN l Print Report Print Mailing Export Mail Labels Allison Ainslie Bennett Dear Allison Dear Douglas Allison Ainslie Douglas Bennett Address1 2952
15. 24 is scheduled The remain two tabs Conditions and Settings can be left at their Task Scheduler I default values It s a good idea to at least check the values on FPR those tabs just to make certain they fit your operation but they El should be fine as is Enter user account information for running this task User name Server Administrator wv The final step is saving this task It will require the Administrator user name and password If you don t enter that you can t go any further and the task will not be saved Password Backup Confirmation Since automation enables unattended backups the backup program gives you confirmation that the backup was successful or that it failed Each time the automated backup runs it will open a Windows Notepad document like the one below Be aware that if you don t close these documents they will accumulate If you backup every day and fail to check and close these messages for a month you ll have a Notepad document for every previous eee ee Li 2012 QA 10 55 AM day 28 to 31 of them Backup Log for October 15 2012 15 35 pm Backup Started Automated backups doesn t mean e bata you can walk away and ignore 2 15 35 pm Creating Database Document Archive Please wait 13 pm Copying backup to backup drive your data In most cases the message will indicate Success If it o eae ee a mk il or secure backup doesn t you ve got a problem that
16. 8561 2203 SW Marsuda Wav 27 658 2582 didid bildidhiididid idid Saving a report You may wish to save certain query reports so they can be repeated at a different time Once the report is configured the way you wish click File gt Save You will be asked to name the file to which the report will be saved Remember that file name and where you saved it 14 Load a saved report The report Print Preview must be open before you can load a previously saved report Simply perform any query and click the report button Once the Print Preview is open click File gt Load and select the file into which the report was saved The retrieved report will contain all the information exactly the way it was originally generated To force the report to use the most current data click File gt Rebuild MARKETING CAMPAIGNS Marketing Campaigns in version 3 have been enhanced to allow virtually all the features of an advanced word processor In the sample below notice how fonts can be changed as well as font size style and color It also has Live Spell which checks spelling as you type Notice the wiggly red line under some of the words in the sample text below Another major enhancement is the ability to create an activity log for each and every letter recipient Notice the Log button that has been disabled It will remain disabled until the letters have been printed Log this letter for Mail
17. ABS 3 gt Data Backup 2 Select the Backup Drive lower left corner The backup program will remember your selection and default to the drive you select the next time you backup If you always backup to the same drive letter you ll only need to do this step once 3 Ifyou wish to backup Document Manager documents be sure to check the box labeled Include Document Manager 4 The Incremental Backup selection attempts to speed up the backup process by only backing up files that have changed since the last backup Testing has shown that it doesn t really save much time and this feature may be removed in the future Backup progress will be shown here 1 Insert backup media Include Document Manager 2 Select Backup Drive 3 Click Start button 4 Wait for completion message Incremental Backup 5 Secure the backup Very minor speed improvement Note If you back up to Even then only for HUGE your hard drive the file will backups Most offices will not see be named ABS3BAK ZIP this improvement Backup Drive e Ready Once your selections have been made clicking the Start button will commence the backup process Backup progress will be displayed in the upper window Automated Backups The ABS Data Backup program can be made to automatically start by using two command line parameters e First parameter must be the word AutoStart not case sensitive e Second parameter must be the one cha
18. Fitcraft Smith Dear Edward amp Heide Edward amp Heide Fitcraft Smith 2400 NE Redsunset Dr 113 Gresham OR 93030 6656461 HWJ m P Ethel Griva Dear Ethel Ethel Griva 4848 SE 87th Ave Portland OR 93266 1221 4814 HWJ A Tammera Hill Dear Tammera Tammera Hil 17244 SE Los Verdes Dr Gladstone OR 93027 1658 5820 HW Y Y A Donald amp Bea Huber Dear Donald amp Bea Donald amp Bea Huber 14536 Holy Street Springfield OR 93478 818 818 485 2188 DNJ Y 7 P Errin Keeling Dear Errin Errin Keeling 122533 SE Monroe 75 Milwaukie OR 93222 1651 1048 HWJ Y A Craig Lecouris Dear Craig Craig Lecouris 5123 NE 112th Ave Portland OR 93220 YBH KVYF DNJ Y A Henry amp Audrey Mischel Dear Henry amp Audrey Henry amp Audrey Mischel c o L C 7530 SE Jackson St Miwaukie OR 93222 1654 6882 HWJ Y A Jeffrey Nardin Dear Jeffrey Jeffrey Nardin 17911 SE Blanton St Miwaukie OR 93267 1654 8012 HWJ Y A Donald and Deborah Nolen Dear Donald and Deborah Donald and Deborah Nolen PO BOX 324 Beavercreek OR 93004 1612 0155 DNJ Y TA A Penny Rose Dear Penny Penny Rose 8125 N Hartman St Portland OR 93203 1285 5840 HWJ Y A Robbie Rupe Dear Robbie Robbie Rupe 1784 NE Providence Dr Bend OR 93702 818 818 285 0558 HWJ Y Y A Russell Skjeie Dear Russell Russell Skjeie 7121 SW Garden Home Rd 1 Portland OR 93223 1245 2111 HWJ Y Y A Edward amp Penny Snook Dear Edward amp Penny Edward amp Penny Snook 15112 SE Linden Ln Miwaukie OR 93267
19. Human Resources information While the HR information is not mandatory it is a good location to record important information This information is only available to users who have Administration permission Because of the sensitive nature of this information care should be exercising in selecting who is given this level of permission File Edit Help Marma pra Donna zones O O mme r Employee Commissions amp Salary Version 3 can compute Split and Shared commission if this screen has been completed The Commission Salary tab has text that describes two types of commission we handle as well as how to enter the values If the employee is non commission leave the fields blank or zero This is required for ABS to calculate commissions Administrator Tasks Within the Main Program The Admin menu is new It is visible from within the main program but only to those who have been granted administrator privileges Several menu items that had been part of the Edit menu in version 2 have been moved here That is because there are a number of activities that should only be done by the agent or a trusted employee such as an Office Manager La ABS User Name and Permission Se File Edit Help ZES lo A pr Commission salary Shared Commission Rate v Full Time Employee 0 1 SUBTLE PROGRAM DIFFERENCES FROM VERSION 2 Users of prior version of ABS Agency Builder will notice that cer
20. Merge this letter every recipient to all receipients carr as le BENA mea DATA EEE sick add conlrol is a widow tm allied UG wan ate ordea ced old Tet Vs eed ain objets Rick wld condada prova amp progadamaining ikjet for porrat Lei Marketing Campaign Letters support almost hi of the messages and notification messages used with muliline edit controls Thus applicationsthat already use edit controls can be essily changed to use rich edit contro Additional messages and notifications enable applications to access the functionality unique to rich edit controk For information about edit controls see Soft Controls mi An olde ing pe can send bir wk a nch Es Ein bo ae anih jada as carey text Important Do not log the mailing until after you have actually completed it Frequently some letters are not mailed for one reason or another When you log the mailing you can remove those recipients from the log list If you log before you mail and you pull some of the letters your Account Activity Log will not be accurate for the accounts who were pulled 15 ACORD FORMS Version 2 had many of the more important forms but they were proprietary and not 100 ACORD form compliant In most cases they were accepted but not always In version 3 those proprietary forms have been discontinued Instead we have included a full ACORD form package We have had numerous requests for several of our old forms for various reasons We d
21. R 93478 818 818 485 2188 Craig Lecouris Dear Craig 5123 NE 112th Ave Portland OR 93220 YBH KVYF Donald and Deborah Nolen Dear Donald and Deborah PO BOX 324 Beavercreek OR 93004 612 0155 Nancy Sparta Dear Nancy 22059 E Burnside Portland OR 93214 215 8580 Notice that we have removed Client Address2 and other columns to produce a more narrow output CUSTOM REPORTS FROM GRIDS Once you have the query output the way you want you can print a report by clicking the Print Report button That opens the report generator as pictured below Notice the report is in exactly the same format as the grid However the last three columns don t fit on a Portrait layout If you change the layout to landscape all the columns will probably fit However we have another way to handle this somewhat wide document We can force the complete report to fit within the layout UERY EXAMPLE 13 2 Print Preview E file view Format Go Help Donald amp Bea REI 8 BB 0m Eee B gt Ep Margins Left 0 5 Top 0 5 Right 0 5 Bottom 0 5 Header 0 2 Footer Donald and Deborah Nancy Fire Renewals SALUTATION ADDRESS1 Dear Allison 2052 E Harrison St Seattle Tom and Susan Dear Douglas 5345 SE Byron Dr Milwaukie James amp Terri Edward amp Heide Ethel Tammera Donald amp Bea Hu
22. be saved 17 with the other employee data Organize New folder J My scanned Documents HE Signature bmp amp Signaturel bmp File name Signaturel bmp gt An png psp cut pcd After the signature file has been loaded it will always be available when the user has been selected In other words you should never need to load a new signature unless you wish to replace the previous one For example you may have scanned a nicer looking signature Hint To scan signatures use stark white paper the whitest you can find If you use a color printer sign your name with a bold dark blue pen Otherwise use a bold black pen Avoid inexpensive felt tip pens that produce a somewhat gray line They don t scan well Select person Donna Jones Homer Jones Dale Fillmore Signature graphic will be scaled to 1 2 high by 3 wide It will look similar to the above example When you close this window you ll see the signature in the Authorized Signature box ready to print a form Form Completion A good many of the form fields will be pre filled from data that has been entered in ABS Agency Builder Most of that is pretty obvious however there are a couple that need explaining Certificate Holder s name Note that on the ACORD Forms most fields have a light blue eel ass o j m background when highlighted If they have a yellow background they
23. ber Dear Donald amp Bea 4536 Holly Street Springfield Craig Lecouris Dear Craig 5123 NE 112th Ave Portland Donald and Deborah Nolen Dear Donald and Deborah PO BOX 324 Beavercreek Nancy Sparta Dear Nancy 22059 E Burnside Portland Todd Stief Dear Todd 15117 SE Diamond Ave Milwaukie John Wesson Dear John 120312 S New Era Rd Canby Donald Zimmer Dear Donald 17190 SE Webster Rd Gladstone FA STATE OR or STATE WA tan stes R HWJ as BRI EAM Richard amp Andina Anctoad Naar Richard amp Andino SNN SE lanninne Avo 15 Mihsratikia Page 1 of 2 Pages Paper Size 85 x11 Status Ready H Fit to page The fifth button from the right is Fit To Page It reduces the font size enough to fit all columns between margins Experiment with other report generator functions to learn the power at hand Eile View Format Go Help son E 22 p p B EmA 100 m eli B FF Margins Left 0 5 Top 0 5 Right 0 5 Bottom 0 5 Header 0 2 Footer Fire Renewals DDRESS1 2952 E Harrison St 5345 SE Byron Dr j 503 654 0659 4536 Holly Street i 818 485 2188 5123 NE 112th Ave YBH KVYF PO BOX 324 6120155 22059 E Burnside f 215 8580 15117 SE Diamond Ave j 2545185 120312 5 New Era Rd 550 0110 17190 SE Webster Rd 658 5515 5200 SE Jennings Ave 15 j 6548811 18505 SE Ashton Ln i 654
24. can either be a reference manual designed for you to look thing up when you have a question Or it can be written with the goal of teaching you how to use the software While they are not mutually exclusive this manual is designed to teach you how to use the software by explaining how to use the various tools that make it great If you want to become proficient with ABS Agency Builder you must read this document This document expects you to already have a very good understanding of Microsoft Windows We will not cover features of our software that are considered standard Windows procedures We expect you to have a firm understanding of the insurance industry As such we will not cover things that should be obvious to an insurance professional such as policy types and coverage There are many fields for policy coverage We will explain how to use those fields but not what they mean For example you should already know that BI PD stands for Bodily Injury and Property Damage IMPORTANT TERMS PLEASE DO NOT SKIP THIS SECTION While you must have an understanding of standard Windows and Insurance terminology version 3 introduces a few terms you must understand before the remainder of the document will be meaningful Server Server is a confusing term because it can refer to a server computer hardware or a server application such as a database server software We will avoid using server to mean hardware In version 3 the database server s
25. ediate plans to accommodate those that don t work Perhaps sometime in the future Drag email from your email program Drop it here Click to open selected mail Date MAIL_FROM MAIL_TO Subject Sent 3 4 2012 JohnSmith Someplace com DonnaJones AgencyBusys co New Info E m gt o 4 3 Grids amp Navigation This software makes extensive use of grids to display various kinds of data In many cases you will find navigator buttons in the lower left corner of many of those grids The Email History and the Certificate Holders displayed on the previous page are two examples Below is another example from the Endorsement Tab on the Commercial Screen Wherever you see this navigator their function will be identical Plus adds a record minus deletes the focused record check mark saves changes and arrow buttons navigates between records This is true for all such navigators Endorsements s End Endorsement Description Edition D 133 Windstorm Coverage Endorsement gt Pau tala hlel lt 11 ADVANCED GRID FEATURES Predefined and certain other queries are displayed in grids that have much more advanced features We hope to develop some tutorial videos Check our web site for their availability In the meantime please pay close attention to the following illustrations Filtering This grid shows Fire policies The user is in the process of filtering to show only those policies
26. ee are like all other yellow fields in ABS doubling clicking them will trigger Fae 6 12 2013 6 12 2014 s 300 000 some kind of automation Double click actions for certificate holder fields are UMBRELLA LAB e Double Click produces a pick list of potential certificate holders That list comes from entries on the policy screen either lenders or certificate holders or both pec Ima spas required 80 WilderRd Vent e Ctrl Double Click produces a pick list of all possible certificate holders plus all possible lenders a combined master list ACORD 25 2010 05 1988 2010 ACORD CORPORATION All rights reserved The ACORD name and logo are registered marks of ACORD ACORD Doc Ver 2 0 0 Ner 3 49 7 Pagetof1 Field Name CerbficateHolderFullima Font Palatino Linotype 10 Size 17 313 TabOrder 114 18 Important Details If only one Lender or Certificate Holder has been entered on the policy screen the certificate holder fields on the ACORD Form will be immediately pre fill the Double Clicking is not necessary If more than one potential certificate holder has been entered on the ABS Policy Screen the certificate holder fields on the ACORD Form will be blank because the program doesn t know which one to use Double Click the yellow field to produce
27. eens The Master or container screen has all the navigation icons along the top and left side Notice that the fire screen is the active policy screen because it is on top You can switch to one of the other open screens by simply clicking anywhere on the desired screen or its icon on the left side Fire File Edit Admin View Marketing Reports Tools Window Help Common Action S Policy Details Appointments amp Tasks Communications OQ a ALL AE First Prior Next Last Add Delete Saved Refresh Search Browse Card New View Tasks View Cal Policy Details E Account File Log Log ToDo Tasks endar Account Navigator Search Activity Log To Do Calendar Status Prospect Plan y Lang Pref AgencyID Amo Since Lapse DES Review Sa Mo Pay gt 1 of 2 Policies NS Recount 1827 Account Type Active TEMP ENMK58 Carrier Last Name First Name Middle Name Title r A_Prospect Non Profit 2 Salutation i e Dear Dan amp Jo e mail address 1965 Lotus Super Sev 25 Mailing List Driver Info 12 3rd ave Carrier ay ST Zip Phone _ a Miles Y EX Alstate Insurance Co v Other Phone Miles one way Location Addr Additional Drivers Policy Summary Members Comments Claim History User Defined Pending Tasks F Pol Type Sta LOB Policy Carrier Effective Renewal Inception Canc A Auto TEMP DBM Grange Insura 4 11 2012 10
28. er Protective Devices User Fields Certificate Holders v Personal Prop Securities El Non Smoker Guns Building Replacemni 7 Jewlr Furs Contents Replacmn _ Discounts Silverware E Auto Home E Liability Senior Medical Exp Prot Devices Menu Common dia ADSS A Fire File Edit Admin View Mart 11 37AM LI ES ee Ft 077012 The menu is always at the top of the Master Screen the container The example at the left shows that when a policy screen is in focus its menu is displayed in the leftmost position on the Master Screen Menus are not Actions Policy Details shown on the Policy Screen as they were in version 2 In the above screen y a f 1 E Illustration highlighted is the active 1 Fire Menu is because the fire screen O SiN on it or by clicking copy the Fire Screen is active so its menu is at the immediate left of the main menu Note that all other menu items are inactive To activate the main menu items you must activate the Account Screen by either clicking the Account Icon the top one in the column to the left that looks like a group of file folders Endorsement List uas am i A File Edit Admin View Marketing Reports Tools Window Help Delete Policy Save Changes Print Edit Tools Close Add New Policy tments amp Tasks Communications Add new car to this policy Delete this vehicle from this policy
29. he SAVE button to automatically generate the pay periods A Monthly payday schedule was used in the example above This is an important step because these pay periods will be used during commission reconciliation They form the contents of a drop down menu Because of this you will need to reset periods after the last period of the previously established pay periods usually once a year Producer Commission Reconciliation Like Pay Periods Producer Commission Reconciliation is available from the Admin menu Selecting that menu choice will produce a grid containing records in need of reconciliation as shown in the following illustration 20 Commiss Spit Spit Pay Settied Settle Date Settle with Period 44H49987654H42 Hartford Insurance Company 12 30 1899 RENEWAL Updated from 10 1 2012 to 123 45 DNJ 12 35 10 01 10 10 2012 HWI 10 1 2013 10 31 7 9 13 33 PM EFFECTIVE Updated from 10 1 2011 to 10 1 2012 S 33488900045 Hartford Insurance Company 12 30 1899 REI AL Upd 10 1 2012 to 105 34 DNJ 10 53 10 01 10 10 2012 HWI yel 10 31 7 9 15 08 PM TE Zz S 069374040 Erie Insurance Company 12 30 1899 EFI Updated from 10 10 2011 to 78 23 7 82 05 01 05 3 4 2012 06 01 06 31 Bankers Flood 11234554332 Hartford Insurance Company 12 30 1899 RENEWAL Updated from 10 1 2012 to 189 4 DNJ 18 94 07 01 07 3 Insurance Company 10 1 2013 08 01 08 3 Auto ey Boat Commer 3 E
30. ia e 16 Previously ercated saved TONS aii 17 FOE feat HRW o DO OC nn a T 17 ESTA COMPILA os 18 Eea ee old Sanda ao 18 Important Deal iba 19 A dates ates aaetatetalea deg Race dagen ete asmaneaaheseaeaea dese aes sareneeeonas 19 Proprictary Ins rance POMS yaad dl sheckler 19 Texas Auto Liab Card ia 19 Condon Coti is 20 Commission Calcula OA A EA 20 O eee Ree ee ae er ane ee es een ee nr eee ne enn Sn RCD 20 Producer Commission RECON OM yectyasictita be n E A es eee ee ee 20 Prat Comissi RC PO sats oat soars iO 21 DBA a E A E E EEA TA 21 EAS A A 22 AUtOMa Cd BACKUPS a 22 Desktop Shortcut for automation tea 23 Windows Task Scheduler for Unattended Backups ooccccncccncnooooncccnnnnnnnnnnnonononnnnonocnnnnnonoss 23 Opening the Task Scheduler Windows 7 ccccsseeeceecceeeceeeeeeeeaaaaeeeeesssseeeeeeeeeeeeeeeeeeeaas 23 Crente TISK opera A O E TE oseene 23 BackupCoOn titi ereueeiemaderehiceeeetiae 25 INTRODUCTION ABS Agency Builder version 3 is a totally new product It is not just an enhancement to prior versions It is likely be the most technically advanced agency management software currently available A high degree of office automation is built in so the effort of doing your daily work is greatly reduced However to take advantage of many of our labor saving features you must have a good understanding of how the software works User manuals can be written with two completely different goals in mind It
31. ll be used If from the commercial screen the address from that screen will be used PROPRIETARY INSURANCE FORMS A few insurance forms are provided by ABS 3 that are not available as ACORD Forms or that satisfy the need better Texas Auto Liability Card The advantage of the ABS liability card is its ability to display up to five vehicles and panna sones Name and Address of Insured Homer Jon virtually all drivers on a common form This POLICY NUMBER EFFECTIVE DATE EXPIRATION DATE avoids awkward questions when someone o aeaa other than the rated driver is asked to present 1999 Alfa Romeo 164 112TAL3MASNGTS901 1967 Buick f Prk Ave 4dr 1G4CWv45131H1448427 Insurance Company Grange insurance evidence of insurance This card can be I A A e e e Wela printed for personal lines policies as well as Texas Liability Insurance Card Tarjeta de Seguro de Responsabilidad de Texas Keep This Card Guarde esta commercial The ACORD equivalent only AN S a a motor vehicle registration driver s License handles one car and one driver Since ABS 3 somero OIM gives you the ability to print either you have j the best of both worlds ara conducir y su registro de vehicufo de motor y la retencion de su vehiculo por un pe odo de hasta 180 diss a un costo de 15 pr cha 19 Condominium Certificate If you insure a condominium association or owner the business ow
32. ment We discourage wireless networks for production work The only exception might be a laptop computer that is routinely taken out of the office Even then we recommend that it be plugged into the network while in the office INSTALLATION Software installation is covered in a separate manual that is available from our web site www agencybusys com Please refer to that manual for the most recent installation details In general the procedure is 1 Download and install the Host computer first This will install the database and the Firebird server The ABS Agency Builder Software will also be installed to make certain diagnostic tools available should they be needed a In most cases installing the Firebird server will automatically open the required port in your firewall That is not always possible depending on your version of Windows and or your firewall If that port is not opened ABS Agency Builder will not work on your other workstations In that case have your local IT Professional manually open port 6519 Do not contact us b The installation software will normally share the Document Manager folder DocMan however that is not always possible depending on your version of Windows and or your firewall If client workstations are unable to open Document Manager Files you will need to manually share that folder with full read write permission 2 Once the Host installation is complete you may install all other workstations
33. must be addressed 25 Index ACORD EOS ed ee eee 16 ii badtt aad luha tse Must E 18 vd ENB Yo O e AA o PA nrc E men ee 18 POU IG AS cena ii 18 PREVIOUSLY Cheated Saved LOPS iS A ds a 17 OIG O A A 16 O Cen ee eee 17 ENGR CUNY OWES E A eRe a O ee rene ee mee eee A 6 AUS AAA cee a ae eet eae neon II Nan eee 6 ME Gy 51 1108 AMA ETC een ete RnR ne Sn new On oe nn are 12 COMMIS OA A id 7 Commission Calculo AA Pay COS ns 20 Pro COMMISSION REPO iii 21 Producer Commission RECONCIAN O t 20 COMA tacos 8 Data Back Oia 21 Data BICKUD A A A PUTO mad AUS cias 22 Desktop Shortcut tor automato a a a A 23 Unattended Back Sita 23 Backup Contatti tii 25 Manual BAS A iii 22 De lc O O PM E 4 Pedic ed SIVE Pann aa E O T T aT O ne meee 4 Document Manara a 5 Endore MEN aieea E E E E AE E E O 9 Endorsement sis si A A 9 BIE OUT EPE O O A O e EU ETE nee Masa A EE 5 AP A A CUSTONIAR CD OTIS td aa 13 A O a AE 12 se cendsaocnsoutsenevonea vase taentiaocnsenueueannage 12 A A dls hed ta data 13 DSA AES AA A A 15 Savio dto iii sion stiboa 14 SOO ao E 12 lE EEE EE EA A EE ATE EEE E RT EE EA EE A enedes 4 Haman ROSU O dci 7 A E E a EEE EAE EE ERE EE I E E E A EE EEE E EET E T EA 10 Msa NAO 1 PE OO ron E a A E che Rabe al 5 A A A Anetinat 4 Lis Business LOBA A iaa 9 GINOUX A ee ea ae er cS St RS ee Peer 5 FOOD ensinei a o A R o E 9 Marketing ampara ne daa ch keaton tenes hes ela ale sas oad iene ideas eeasaes 15 MES As A A RO Ost
34. nalize You must approve or assign commission pay period and the person that should receive the commission or Once you have reconciled a record you must mark the Settled check box That will automatically enter the Settle Date and Settle By Note More detailed instructions will follow in the full user manual Print Commission Report The Admin menu also lets you print a Commission Report The report only includes records that have been settled in the reconciliation step above CONFIDENTIAL INFORMATION Secure Handling Required S WA CONFIDENTIAL INFORMATION Secure Handling Required oO y Prod Policy Number Account Name Commissionable Activity Bus Pay Period Agency Amt Split Amt LOB Carrier Name Broker Name Shared Shared Amt Donna Jones Vollstedt JoAnn RENEWAL Updated from 10 1 2012 to 10 1 2013 10 31 123 45 EFFECTIVE Updated from 10 1 2011 to 10 1 2012 pan 33488900045 Vollstedt JoAnn RENEWAL Updated from 10 1 2012 to 10 1 2013 10 31 105 34 Hartford Insurance Compan EFFECTIVE Updated from 10 1 2011 to 10 1 2012 Swartz Deborah RENEWAL Updated from 10 4 2012 to 10 4 2013 10 31 EFFECTIVE Updated from 10 4 2011 to 10 4 2012 Vollstedt JoAnn RENEWAL Updated from 10 1 2012 to 10 1 2013 RWL 10 01 10 31 341 55 EFFECTIVE Updated from 10 1 2011 to 10 1 2012 Shared With HWI 0 50 Vollstedt JoAnn CARRIER Updated from Mid Century Insurance to CHG 10 01 10 31 Progressive
35. name is Firebird It is automatically installed when you install ABS Version 3 on your system Open source A software licensing philosophy that promotes zero licensing fees Open source software is normally developed by programmers who volunteer their time They are coordinated by a project leader This concept yields high quality yet affordable software Firebird is open source software that often exceeds the performance of expensive commercial products Host This term always refers to the computer hardware where the database is located Before installation you must determine which computer will be the host This must be the first computer on which you install ABS Version 3 Client Programs on a client computer access data from a server located on a Host computer elsewhere in the network Peer to Peer Network A network of personal computers each of which can act as both client and host Peer to Peer networks permit a computer to act as both a host and a client simultaneous Peer to peer networks are less expensive than client server networks but less efficient and far more troublesome We do not recommend this type of network for offices with more than 2 or 3 employees Dedicated Server or Dedicated Host A host computer that is never used as a client or workstation The class of operating systems can be either Windows or the more expensive Windows Server class You should discuss which is best for you with your local computer su
36. ndorsement grid If a grid doesn t have a navigator then the data in that grid is probably not editable In other words it is there for review only 1 of 2 Policies 1999 Alfa Romeo Alfetta Pol Status Policy Num Effective Date Time Renewal Date Cancel Date Inception Date Bus Type Producer Acive yl 1159216528 5 8 2012 Y 1201 PM 11 18 2012 5 5 2000 Renee HW gt Carrier __ Broker if brokered Policy Name Pol Prem Term Share W v 1989 Alfa Romeo Alfetta 1987 Buick Prk Ave 4dr river Info Vehicle Info Age Points Yeh Status Effective Date Cancel Date Inception Date Premium a x 5 5 2000 356 00 0 VIN Sym Ter Endorsements 8 Discounts etc Certificate Holders User Fields Policy Discounts Endorsements Credit Score Homeovmer End Endorsement Name Edition Date or Iv 11 Excluded Driver Endorsement Add Liab MUNFPolcy FEN Foreign Travel Protection N Multi Car a 2 Mandatory Personal Injury Protection Endor hd 4d mi Y Members tab The Tools gt Show Member Photo turns on or off the ability to include a photo of each family member To insert a photo into the members tab right click the photo box That will pop up a menu that allows you to Copy Paste Delete or Load a picture This is an extremely fast operation You can even Load a picture direc
37. ner CERTIFICATE OF INSURANCE Condominium and Townhouse Teenie ease an mera bo as TEE not a unit owner sometimes you must provide proof of insurance to all Ea ES Tae unit owners For example if the condominium policy is rewritten with a a ioe different carrier the unit owners may need evidence of coverage by the PA new carrier In some cases it must be done upon policy renewal depending Eur on the association s requirements E E i Assuming you have entered the unit owner s information ABS 3 will print a A A m a certificate for each unit owner in a single operation Imagine printing one a form at a time for a condominium with a few hundred units This is a tremendous time saver Of course entering the unit owners is a great way ME Bi to acquire a prospecting list There is no ACORD Form that serves this purpose COMMISSION CALCULATION Pay Periods While ABS can simplify commission calculation there are several things that must be done so that ABS knows what you want Perhaps the most obvious is how often you write pay checks or Pay Periods This is an administrative task so it can only be done by a user who has administrative privileges The window below is only available from the Admin menu G Pay Period vii a e aa _ Bi weekly every other week 26 a year _ Semi Monthly twice month 24a year _ Weekly 52 per year Pay Pe
38. ng Pref Y Agency ID z Autos Ea A Since Y Lapse Y Review Y Mo Pay 4 gt 1 of 2 Policies 1965 Lotus Super Seven gt Pol Status Policy Num Effective Date Time Renewal Date Cancel Date Inception Date Bus Type Producer pe entte name Account 1427 Account Type __ Active TEMP ENMK58 5 23 2012 y 10 58AM 14 23 2012 5 23 2012 New y bm Auto Carrier Broker if brokered Policy Name Pol Prem Term Share W Last N First N Middle N Titl a ame ame le Name le y z ce Coi z z ER E ea A_Prospect Non Profit ial aL a ee z i 1965 Lotus Super Sev 2 Lil Salutation i e Dear Dan amp Jo e mail address mo tati CLEAN of 1 Policies 16 A Y Y Mailing List KA f Status Policy Num Effective Date Time Renewal Date__ Cancel Date Inception Date_ Bus Type Producer Comecd Address 1 Le Street Address 2 ie PO Box F Renter Rated Driver Prospe 4 TEMP OBMNS251 4 1 2012 1200AM 2 a tt 2013 amez 12 3rd ave Data Verified Miles Y Carrier Broker if brokered Policy Name Premium Deduct Term Share W City ST Zip Phone iles Yr Allstate Insurance Co Yew S233409 1 ernan 4 Portland OR 97206 Named Insured_or Vestina Name as required hy lender a Other Phone Miles one way PR Fire Additional Drivers Location Addr City St Zip Lienholder Mi Pays Premium LoanNumber EN 5 eer 12 3rd ave Portland OR 97206 X e Policy Summary Members Comments Claim History User Defined Pending Tasks E Pol Type Te
39. o not have plans to resurrect Version 2 forms at this time That may change in the future depending on the number of requests and the justification of the actual need In all likelihood we will simply request the ACORD Corporation to include our forms as a standard form On every policy screen where ACORD forms might be needed the Print menu offers an ACORD form sub menu Information that has been entered on the policy screen will be transferred to the ACORD form program and will be used to fill the appropriate blanks on the selected form In addition to policy information account information will be transferred and will be displayed on the left portion of the screen The right side of the screen contains the list of ACORD Forms that may be printed The ABS ACORD Form screen consists of three main areas The account information is on the left Just below is 805 651 1660 donna agencybusys com the location where Authorized Representative Signatures can be selected or added More on that later The right side is where the form to be printed is selected In the status bar below at the very bottom it says Working with Auto Policy data That is to remind you of the data that will be used to fill the form fields ACORD FORM Short List 16 There are a great many ACORD forms It is very unlikely that any office will ever need to print all of them At the bottom of the forms list on the right you can see two buttons one labeled Sh
40. ool you must setup each employee or at least each ABS3 user Do this after installation and before attempting to open the program Permission Just as there are more permissions to set the program is designed to honor those permissions in greater detail For example there are a good number of things that anyone could do in version 2 that now only administrators can do In some cases those things will simply not be visible In other cases the menu choice will be visible but will result in a message telling the user that permission for that function was not granted by the administrator Notice the tabs on the following illustration The Permission tab is similar to version 2 s admin program however you will notice there are many more items to consider We have categorized them into four groups identified by their appearance The Legend at the bottom of the tab explains the categories but they are only guidelines You can grant or revoke permission as best suits your business However there is one exception Administration may only be granted to no more than two users This offers a degree of security for information to which only administrators should have access File Edit Help Permissions check to grant uncheck to revoke Y Create New Accounts Members amp Policies O Rate Policies with 3rd part software M Print binders certs other ACORD forms Qh Kk OOO E sj Human Resources The second tab deals with standard
41. ort List the other labeled All Forms Notice in the illustration below if you click All Forms every available ACORD form will be listed You can select and print from this list but normally you ll just use this to add or remove forms from your short list Keeping only the most frequently used forms on your short list will aid in productivity As you scroll through the list of all forms you will see forms for states products or lines of business you don t need The check boxes on the right allow you to assign any form to the short list by checking it or remove it from the short list by unchecking it You can t remove any form from the All Forms list That list will be maintained via regular updates provided by ABS Previously created saved forms Just above the list are two tabs New Form and Previous Form s Once you have prepared a form for printing filled in the blanks you can save the form It will be listed on the Previous Forms tab Naturally the previous forms list will only be those forms for the client you have selected the one shown on the left portion of the screen ABS ACORD Forms ABS Builder Versi Agency Business Systems Inc Danes Yorer pee Automobile Loss Notice General Liability Claim Work Comp First Report of Injury or Illness Wisconsin Employer s First Report of Injury or Disease Aviation Witness Passenger Schedule Aviation Injured Schedule Auto Accident Information Form
42. pport person 1 Firebird is a trademark registered to the Firebird Foundation Incorporated Note Some offices may wish to employ a host computer running an open source operating system such as Linux We only distribute the Windows version of Firebird Although a Linux version of Firebird is available we only support the Windows version Should you decide to operate the Firebird server on other than Windows you must acquire tech support from a local IT professional We will not provide any form of technical assistance to anyone other than an IT professional who is familiar with the operating system as well as the installation and maintenance of SQL Servers on that operating system In this document we will strive to use Server to mean the Firebird database server and Host to mean the computer where the Server is running which is also where the database file is located We will also use Client to mean computers on the network that are running ABS 3 but are not the host The term Server Workstation will refer to a computer on which the ABS 3 application and the Firebird Server has been installed a peer to peer system SYSTEM REQUIREMENTS The most current system requirements can be found on our web site www agencybusys com Please use that information to guide you in your choice of hardware For good performance network speed should be at least 100 mbps Best performance will be found with Gigabit network speeds but that is not a require
43. racter destination drive letter It is best to enclose the two parameters with quotation marks For example autostart D Where the letter D designates the destination drive letter In other words the drive where the backup file should be placed 22 Desktop Shortcut for automation Here is an example of Shortcut that was created to automatically start the backup from an icon on the Windows Desktop When the backup program starts it will remember if the Include Document Manager box was checked the last time a backup was done and use that value That means if you plan to rely exclusively on automated backups you should do at least one manual backup to_ establish how you want the automatic ones done Windows Task Scheduler for Unattended Backups For detailed information check these web sites Windows 7 ig ABS3 Autostart Backup Targettype Application Targetlocation ABS3 fg ABS3 Autostart i eS General Shortcut Compatibility Security Details Previous Versions Target Start in Shortcut key Run Normal window Comment Open File Location Change Icon Advanced http windows microsoft com en US windows7 schedule a task Windows XP http support microsoft com kb 308569 This example is for Windows 7 however there are numerous editions of this operating system so these screen copies may not match yours If they don t you ll need
44. riod Start Date 10 10 2012 J gt erioc Period Start Period End Use the SAVE button to automatically generate and save pay periods Once created they can be edited if required You 1 10 01 10 31 2 11 01 11 30 should never need to delete but occasionally 3 12 01 12 31 you may need to add a period or two 4 01 01 01 31 ER E oe NEH E r Bi weekly or Weekly pay plans For 5 02 01 02 28 Bi weekly periods 26 periods will be created 6 03 01 03 31 Because a year can t be divided evenly by 14 7 04 01 04 30 days there will be one extra 14 day ca every 11 years Fourteen times 26 equal 8105 01 e ES 364 days leaving an accrual of one day each 9 06 01 06 30 year In 11 years there will be an additional 10 07 01 07 31 three days due to leap years So if you use bi weekly periods every 11 years you will 11 08 01 08 31 f 2 e 03 30 need to manually add a 27th A similar situation exists for weekly pay Periods However if you pay commissions monthly as do most offices this will never be an issue The four most common pay period strategies are shown at the top Select the one used by your office Then choose the pay period start date Note this is normally a few days prior to pay day so the payroll department or person has enough time to complete the administrative tasks that must be done prior to drafting pay checks Once those two items have been competed click t
45. rr Yr Buit Property Management Co 2nd Lienholder LoanNumber Flood p y y X E Sta LOB Policy Carrier Effective Renewal Inception Canc e ly A Auto TEMP DBM Grange Insura 4 11 2012 10 11 2012 4 11 2012 gt Form Risk Class Prot Cl Construction Credit Score e il X X X X t Health A Auto TEMP DBM Grange Insura 4 11 2012 10 11 2012 4 11 2012 Coverage Endorsemg A eo A Auto TEMP ENM Hartford Insur 5 23 2012 11 23 2012 5 23 2012 a i p p Fire TEMP DBM Allstate Insura 4 11 2012 4 11 2013 4 11 2012 a P Health TEMP DBM 4 11 2012 4 11 2013 la 11 2012 i TOET Policy Limits Optional Cov Endorsements Sched Pers Prop Floater Protective Devices User Fields Certificate Holders a Q saa 10300 Dweling E Gm F Building Replacemni E E Sep Struct E Jewr Furs Contents Replocrm Th UMPD NN Discounts 7 Personal Prop Securities Non Smoker Umbrella Loss of Use E Silverware E Auto Home Cash Money E Liability X Senior X Computer E Medical Exp y Prot Devices 11 37 AM Lal ne aa M al 072012 THINGS TO DO AFTER INSTALLATION ABS3 Administration You will need to run the ABS3 Administration program in order to setup permissions for ABS3 users Compared to version 2 there are many more permission items to grant or revoke Additionally this is a bit more of a Human Resources tool Even though you may have used the version 2 admin t
46. t clarifies what this task does This can be important if you need to make changes weeks or months later and need help remembering what you did This is especially important if you have assigned several scheduled tasks 23 In this example we have selected Run T Create Tsk i a a General Triggers Actions Conditions Settings whether user is logged on or not near the ee ae ae bottom of the General Tab We recommend Location that setting However it will do no good if O area the computer is turned off Remember if the backup is to be done after hours that computer must be left on Description Daily after hours backups Security options When running the task use the following user account Server Administrator Change User or Group Run only when user is logged on 9 Run whether user is logged on or not Do not store password The task will only have access to local computer resources Run with highest privileges Hidden Configure for Windows 7 Windows Server 2008 R2 The Triggers tab is where we define the schedule ces Set these values to best suit your operation We MA strongly recommend daily backups Anything aan a cmo less frequently is gambling with the information ns AA you use to run your business Sl bi Advanced settings
47. tain menu items have been moved to more logical locations For example It is no longer necessary to open the Receipt Manager to print settlement or audit reports They are now available under the Reports Menu of the main application Document Manager button has been User Employee List amp HR Info Communicatic Broker List relocated to the top of the screen It is now a A shortcut to the Document Manager feature 3 Policy List amp Carrier Default Commission eag it for accounts that have documents as well as Create Pay Periods those that don t When you have navigated Polisi COTES Perci aeaii i Producer Reconciled Commission Records to an account that has saved documents the Print Commission Report button will become bold Lang Pref Policy Counts 7 a Review Preferences Tools gt Program Preferences have been divided into two kinds Global and Personal All users will be able to set Personal preferences but only those with administrative permission will be able to set Global ones Reports that contain sensitive information or are intended for the management of agency business have been moved to a new menu item entitled Admin If you don t have Admin privileges this menu will not exist MASTER SCREEN THE CONTAINER In the example below the Account Auto and the Fire screens are all open They are contained within a Master Screen which is a container for nearly all scr
48. tly from a digital camera connected to your computer If you are not interested in viewing client photos just uncheck the Tools gt Show Member Photo menu item Salutation Dear Adam Dear Suzi Pending Tasks 10 The Pending Task tab at the bottom of the Account Screen enables you to see not only the tasks for the selected customer it also lets you see any combination of tasks Notice the Navigator buttons at the bottom left of this illustration As with every other navigator of this type the plus will add new tasks the minus will delete and the check mark will save your changes GuMmMar amharc Armmontc izirr ictrr Ticor Datinar Pendi 9 All Clients This Clients Y To Do Done 9 Mine Everyone s Done Date Entered Due Date Action Required Description Producer 3 17 2002 3 17 2002 Fire Policy Fire Policy 5735775868 91 2 Station Platform Portlar Homer Jones 9 14 2009 9 14 2009 Action from this lt test Homer Jones Email History The tabs at the bottom of the Account Screen has a new tab named Email History In most cases you can drag an email from your email client 1 e Outlook Outlook Express and drop it on this tab Note not all email clients work like Outlook or Outlook Express and may not work in this manner For example Mozilla Thunderbird does not work with this feature We have no imm
49. to be intuitive If you have a different operating system the basic procedure will be similar Use the links above or search the web for Windows Task Scheduler for your operating system Opening the Task Scheduler Windows 7 Srs A 4 ere File Action View Help e Click Start gt Control Panel gt Administrative e s ial Tool 3 Task Scheduler Local La Task Scheduler Libra Note some systems may require Start gt Overview of Task Scheduler Control Panel gt System and Security gt Ey You can use Task z PES i Scheduler to create and Administrative Tools manage common tasks that your computer will f carry out automatically at e Double Click Task Scheduler That I the times you specify T should open a window similar to the one Task Status below i Status of Last 24 hours Summary 0 total 0 running O suc E f Last refreshed at 10 15 2012 3 35 13 PM Create Task Actions Task Scheduler Local ho ES Connect to Another Computer Create Basic Task Create Task Import Task Y Display All Running Tasks Enable All Tasks History AT Service Account Configurat View Refresh Help In the Actions panel click Create Task To open the following screen Yours will have different values already filled in and some fields will be blank You will need to enter a task name in the Name field Give it a description tha
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