List of Services that we provide:

Transcription

1 All f the cnsultants at AB Slutins cme frm an insurance agency backgrund, and each has a minimum f 20 years experience in Agency Operatins. Our wrk with hundreds f agencies ver the span f decades can ffer superir perspectives n almst every aspect f yur Agency s peratins and autmatin. List f Services that we prvide: Service Prcedures Develpment Create a written prcedures manual fr any ne department in abut five business days. Live develpment Prcess We type it up as it is discussed and agreed t by agency staff members. Prcess nrmally invlves significant amunts f training/review f Agency Management System functinality as specific tpics are discussed / debated during the develpment prcess. Agency management system Activity & Attachment Based Includes the cre prcedures like: New Business Renewal Prcessing (usually 2 r mre fr things like marketing f accunt vs. autmatic renewals vs. specialty prgrams, etc.) Endrsements Audits Cancellatins (usually multiples including Insured s Request, Nn-payment, Carrier nn renewal, etc.) Claims Agency Specific recurring items (Lss Cntrl Ntice handling, Walk in Cash Receipts, Mail Handling fr Frnt End Scanning) Includes Appendices like: Screen & Field requirements (Client Detail, Plicy, etc.) Agency Specific Naming Rules (Custmer Cding, Histry Naming, etc.) Mdificatin f yur agency management system is dne live during the 5 day prcess as thse items are discussed: Frm-letters Activities Attachment Categries, Sub-Categries, & Default descriptin Specialized Transactin Types Includes clickable links t hw t instructin pages if the agency has such wrkflw dcuments already purchased r created. Final manual can easily be saved t Agency Intranet. The resulting prcedures manual is a management tl; a rulebk that lets the staff knw the what and when f yur expectatins fr them.

2 Service Quality Assurance Prgrams 1 day t d set up and strategy planning nrmally included as part f initial prcedure develpment In rder t maximize the return f the agency s investment f prcedures and staff training, a frmal quality assurance prgram must be implemented. Based upn a written prcedures manual. Flexible frmat that allws fr mdificatin f the items t be audited based n the time available t cnduct the audit. Training f Agency Persnnel n effective strategies fr cnducting an audit Use f available agency management system reprts Exprting data t Excel fr mre effective review and distributin Numeric scring based system that allws fr charting perfrmance ver time. If requested, AB Slutins will assume respnsibility fr cnducting and managing yur agency s quality assurance prgram. Clean up f the Agency Management System 3 days 4 days w/ Security Manager Staff Training # f days varies based n training ptins selected. A neat and rderly agency management system is an essential cmpnent fr maximizing staff prductivity. All Agency Management System default cdes: Activities Attachment categries CSR s Plicy Types Statuses Frm-letters & Prpsals Cmpanies, Prducers, Certificate Hlders, etc. Strategies fr maintaining Clients & Plicies Security Manager On site r remte clean up ptins are available Operatinal efficiencies cannt be realized r maintained withut nging training n the best ways t utilize agency autmatin resurces. New User Service Staff Prducers Accunting Agency Management System Administratin E-filing / Frnt End Scanning Reprts Utilizatin f integrated Micrsft Office prducts Wrd Excel Outlk Review f sftware updates On site r remte training ptins are available

3 Accunting Service Fr any business t succeed ver the lng term, accurate financial recrds are nt ptinal. Training f Accunting Staff Clean up f prblem areas Cmpany Payables Accunts Receivables Prducer Payables Set up f the Agency Management System General Ledger Frmat f Financial Statements Entry f budget figures User Defined Transactins Mnth end ptins Recurring Jurnal Entry Accunting Reprts Canned management system reprts Custm Agency defined reprts Mnth End / Year End prcessing Recnciliatins Agency Bill Direct Bill Check Bk Invicing wrkflws fr entry persnnel Outsurced Accunting If the time and expense required t have well trained in-huse accunting staff is t high, we can take ver the rutine handling f the mre difficult accunting tasks fr yur agency. Mnth End / Year End prcessing Generate Reprts Lk fr prblems / issues Prepare summary reprt fr agency wnership Recnciliatins Agency Bill Direct Bill Check Bk Training n hw t perfrm rutine accunting functins fr agency entry persnnel (thse tasks which smene n the agency side will still need t enter) Invicing Depsits Entry and printing f perating checks

4 Service Prpsals & Frm-letters Integrated Prpsals and Frm-letters will save yur staff significant amunts f time as well reduce the agency s E&O expsure. Creating dcuments by hand crafting requires stupid amunts f time and effrt. And simply cpying such dcuments frm a prir perid r frm a different accunt and then revising the specific cntent creates a significant E&O expsure. Frmatted as per agency specificatins. Fnts, clrs r images can all be set up t match the agency s preference. Integrated with yur Agency Management System s the data in the applicatins pulls thrugh t the dcuments and the cmpleted Wrd dcument is attached t the Client file. Advanced utilizatin f Wrd functinality: If statements t mdify the utput based upn client data - S the same dcument will cme ut differently fr an Agency Bill vs. a Direct Bill plicy, r checking fr missing infrmatin n an applicatin, etc. Number frmatting s amunts always have cmmas r dllar signs if desired Capitalizatin frmatting s vehicle bdy type desn t always have t be in ALL CAPS Date frmatting and calculatin s the Expiratin date can appear as January 1 st, 2010 instead f 01/01/2010 Agency staff member training n the skills needed t create and maintain such dcuments can be included in the planning. On site r remte setup ptins are available Reprting & Data Extractin If yu understand hw t use them, the reprting and data extractin capabilities built int yur Management System are sufficient t meet the cmmn needs f mst agencies. Fr thse agencies with uncmmn needs, we are able t create agency specific slutins that allw fr the use f any data in the system t be utput int any frmat an agency desires. Training n hw t get the mst ut f the built in reprting capabilities f the Agency Management System. Creatin f custm reprts r data extractins using third party sftware prducts (withut endangering yur Agency Management System) Marketing & Sales use f the Agency Management System Setup and Custmizatin f the Agency Management System Yur Agency Management System is a pwerful and flexible tl. But it must be set up prperly in rder t realize its full ptential. Our wrk with hundreds f agencies ver the span f decades can ffer superir perspectives n hw yu shuld set up yur system. Real Time Interface (Transfrmatin Statin) Dwnlad setup Security Manager Clseday Night Utilities Custmizatin f the Agency Management System Field defaults Activities Categries Custm Decs Plicy Issuance / MGA specific setup issues

5 Phase Est. # f Days 1 5 Prcedures Develpment Service Plans Services 2 3 Clean up f the Agency Management System Staff Training 3 2 # f days varies based n training ptins selected and number f staff t be trained. Ideally, service staff members wuld each receive tw ½ day training sessins, with n mre than 10 staff members in any ne training sessin. 4 4 Prpsals 4 2 Reprting & Data Extractin 4 2 Setup and Custmizatin f the Agency Management System day per 10 peple fr first audit Quality Assurance Prgrams 1 day t d set up and strategy planning nrmally included as part f initial prcedure develpment Separate Onging Service plans are prvided fr Accunting Accunting Outsurced Accunting Minimum 20 t 24 Days Ttal 5 t 6 Mnths t get started n Basic package f services at 4 days per mnth. Maintenance after that is available at a reduced rate in 1 t 2 day per mnth increments.