AB Solutions, Inc

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DBV_Sample_page1.pdfDirect Bill Commission Variance Sample Report (PDF)DBV_Sample_page1
Primarily designed for those agencies that use the "Record Commissions No Reconcilliation" method for handling their direct bill in TAM. It shows those policies where the commission received is less than what is expected. It is an exception only report, so it only shows those policies that may be a problem and worth looking at. It includes the ability to set a "threshold" variance amount, turn back the pro-rata calculation date, and several other user options designed to limit the number of policies that appear on the actual report.
MBR_RR_Report_File.zipMonthly Business Report R&R ReportWorks File (ZIP)MBR_RR_Report_File
Designed to summarize Retention, New Business, and term to term Market Forces in a single report. It pulls data from TAM's current billing screens and compares that to data stored in transactions. It is vastly superior to the dozens of other seperate purpose reports of this type (just retention, or just new business) that we have done over the years.
Proposals_Installation_Instructions.pdfProposal Installation Instructions (PDF)Proposals_Installation_Instructions
Installation instructions are inlcuded as a file inside the downloadable zip file. But if you would like to review those instructions before downloading.
Management Reports Seminar Handout web document.pdfManagement Reports Seminar Handout (PDF)Management Reports Seminar Handout web document
A hand out used in the course called "Guide to TAM Reports."
Direct_Bill_Variance_Report.zipDirect Bill Commission Variance R&R ReportWorks File (ZIP)Direct_Bill_Variance_Report
Primarily designed for those agencies that use the "Record Commissions No Reconcilliation" method for handling their direct bill in TAM. It shows those policies where the commission received is less than what is expected. It is an exception only report, so it only shows those policies that may be a problem and worth looking at. It includes the ability to set a "threshold" variance amount, turn back the pro-rata calculation date, and several other user options designed to limit the number of policies that appear on the actual report.
AB_Solutions_Free_Proposals_10-2006.zipFree Commercial Lines Proposals (ZIP)AB_Solutions_Free_Proposals_10-2006
A widely used set of proposals that integrate with the TAM system. You can download them by clicking on the links below. Note: The version at the top of this list will always be the most recent version and should be selected unless you have a very specific need for an older copy (like your agency is still running an older version of TAM)
PL_Exception_Focus.pdfPolicy Premium Variance, Status, & Producer Commission Checker (PDF)PL_Exception_Focus
A sample report on Policy Premium Variance, Status, & Producer Commission Checker.
Monthly_Business_Report_page2.pdfMonthly Business Sample Report, Page 2 (PDF)Monthly_Business_Report_page2
Designed to summarize Retention, New Business, and term to term Market Forces in a single report. It pulls data from TAM's current billing screens and compares that to data stored in transactions. It is vastly superior to the dozens of other seperate purpose reports of this type (just retention, or just new business) that we have done over the years.
ABS_Contract.docAB Solutions Contract (DOC)ABS_Contract
The basis of the engagement contract used by AB Solutions.  Company policy is to have a signed contract with includes an outline of the scope of work to be performed with all clients.
DBV_Use_and_Build_guide.pdfDirect Bill Commission Variance User Guide (PDF)DBV_Use_and_Build_guide
Primarily designed for those agencies that use the "Record Commissions No Reconcilliation" method for handling their direct bill in TAM. It shows those policies where the commission received is less than what is expected. It is an exception only report, so it only shows those policies that may be a problem and worth looking at. It includes the ability to set a "threshold" variance amount, turn back the pro-rata calculation date, and several other user options designed to limit the number of policies that appear on the actual report.
AB_Solutions_Free_Proposals_7-2006.zipFree Commercial Lines Proposals (ZIP)AB_Solutions_Free_Proposals_7-2006
A widely used set of proposals that integrate with the TAM system. You can download them by clicking on the links below. Note: The version at the top of this list will always be the most recent version and should be selected unless you have a very specific need for an older copy (like your agency is still running an older version of TAM)
Monthly_Business_Report_page1.pdfMonthly Business Sample Report (with annotations), Page 1 (PDF)Monthly_Business_Report_page1
Designed to summarize Retention, New Business, and term to term Market Forces in a single report. It pulls data from TAM's current billing screens and compares that to data stored in transactions. It is vastly superior to the dozens of other seperate purpose reports of this type (just retention, or just new business) that we have done over the years.
BB_12Month_Trailing_Report.pdfBrown & Brown 12 Month Trailing Commissions (PDF)BB_12Month_Trailing_Report
This report tracks the last 12 months of commissions received by policy. It sorts and groups based on the values currently entered on the billing screen; so if a producer or CSR code is changed on the billing screen all of the transaction tracking for the prior 12 months will still show up on that same policy line. It then checks each policy and uses color coding to indicate policies that may represent a problem worth checking into.
AB1-GD-S.RTFGarage Keepers Liability & Auto Sample (RTF)AB1-GD-S
A sample document