BM

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BUSINESS TRACKING SCREENS

The Business Manager (BM) is closely related to the IM in all of its capabilities and uses. The BM performs the same functions and generates the same reports as the IM except that it tracks your Group/Commercial Lines clients and their policies and investments. Like the IM, this module is linked to all areas of AGENCY EXPERT for Windows including the Word manager, Commission Manager, Contact Manager, Daily Planner, Agent Manager, etc.

Tracking Additional User-Defined Addresses and Phone Numbers
AGENCY EXPERT for Windows allows the user to easily define and track additional addresses and phone numbers. Two additional User-defined addresses and four additional User-defined phone number fields are left at your disposal to allow for the complete and most detailed tracking of your Group/Commercial Clients and Prospects.

Tracking Employees, Advisors and Contacts...
... has never been easier than through AGENCY EXPERT for Windows. An unlimited number of employees, advisors and contacts can be input and tracked for each of your group clients and/or prospects. Employee census information can be quickly and easily printed and/or FAXed to the carrier(s) of your choosing for proposal requests.
A double-click on any Employee, Contact or Advisor immediately pulls the specified individual’s record to the screen for your viewing and/or editing.

Tracking “Attachments”
The Attachments tab of AGENCY EXPERT allows single-click access to ANY record or item that is linked to the particular record. Scanned Documents, E-mails, Notes, Policies, Investments, etc. Are all quickly located and accessed with a double-click of your mouse. The Attachments tab is found in every “data-tracking” module of AGENCY EXPERT for Windows. This level of efficiency and ease of use is ONLY available through the GBS, Inc. AGENCY EXPERT for Windows.

Tracking Additional Addresses, Phone Numbers and E-mail Addresses
An unlimited number of additional addresses, phone numbers and e-mail addresses can be tracked in AGENCY EXPERT for Businesses or Individuals.