All versions of Agency Expert can be customized with the addition of Additional Modules. These modules are add-ons that can be purchased individually to fit your agency's needs
Electronic (.pdf) Forms Module*
The EForms Module allows you to create a fillable form using any existing .pdf document (i.e. an insurance application) and link it to the AGENCY EXPERT database. The form can then be auto-filled using client record data.
Custom Screen Building Module
Finally, the flexibility to quickly and easily, design your own screens to organize and display the data fields you need, in the format that is easiest for you to use.
Unleash the power of your database with the SQL Backend. This database engine is a must for larger agencies to achieve the performance you demand. The standard database can be upgraded to SQL at any time.
Multiple Database Module
This module gives agencies the flexibility to store data across multiple databases, for security or organizational purposes. There is no limit to the number of databases you can create and access on your server. NOTE: This module is not available with the SQL Backend.
Remote Access License
This license gives you access to Agency Expert using Terminal Services - access your client data from anywhere, via an internet connection.
Outlook Synchronization Module
The Outlook Synch. allows your Daily scheduler, To dos and more, to be synchronized and shared between Agency Expert and Outlook to give you a more complete and interactive solution.
Utilize the Agency Expert to generate auto-filled ACORD forms. Enter client data once in the client record, then populate the form to save, print or email.
The Scan Module powers the Agency Expert to scan document, photographs, correspondence, etc, and attach the digital file to a client's record. Once attached, it can be viewed or printed as needed.
Property and Casualty Module
For agents specializing in P&C, this module combines ACORD Forms and Scanning for a discounted package price.
The Request for Proposal allows you to create a proposal and side-by-side comparison of health insurance quotes. Rates, benefits and plan specifications are entered, and are then formatted in to an easy to understand proposal to present to your clients. Click HERE for more details.
Synchronize your Agency Expert data with QuickBooks to allow P&C agents to prepare invoices, credit memos, sales receipts and for all agencies to synchronize their commissions accounting to eliminate duplication of data entry.
Web Reporting Module
The Web Reporting module allows reports (either pre-defined in the system, or created using the Report Designer) to be uploaded to the web and viewed in a browser by agents, customers, prospects, or anyone to whom you have provided a secure login.
*Choice of Electronic Forms Module or ACORD Forms included with purchase of MGA version