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SYSTEM CAPABILITIES AND FEATURES

DEMONSTRATION SYSTEMS & WEB/ON-LINE DEMONSTRATIONS

ORIENTATION VIDEOS WITH “VOICE-OVER” NARRATION

DETAILED INFORMATION BOOKLET

PRICING AND ORDER FORMS

ADDITIONAL MODULES

THE “WEB BASED” AGENCY EXPERT

THE FOUR VERSIONS OF AGENCY EXPERT

EXAMPLES OF SCREENS AND REPORTS

SIDE-BY-SIDE COMPARISONS TO THE COMPETITION

IMPORTANT “SHOPPING TIPS”

 

DISCOUNTS AVAILABLE

TRAINING AVAILABLE

SYSTEM HARDWARE REQUIREMENTS

GBS, INC. REFERRAL POLICY

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COMPARISONS TO SIMILAR PRODUCTS

Comparisons of the GBS, Inc. AGENCY EXPERT to Competing/Similar Products
GBS, Inc. spends a great deal of time and effort to keep abreast of the market and the capabilities and functions of our competitor’s packages and other similar packages in the Insurance/Investments marketplace. While GBS, Inc. is signifiantly more capability-rich than the products of our competitors, we have decided to publish this information based on our research to assist you in your shopping for the system that will best fit your needs. Please note that the information found on this site, and this page in particular, has been acquired from one or more of the following sources 1) direct contact with a qualified individual employed by the vendor in question, 2) the vendor’s website or 3) from literature received by GBS, Inc. directly from the vendor. Please also note that there is always the possibility of error in any published comparison guides and GBS, Inc. strongly recommends you validate this information via detailed Questions and Answers with a qualified individual employed by the vendor in question.

VERY IMPORTANT NOTE:
When shopping for ANY agency management system or client database, possibly the most important information to gather is as follows: If you wish to some day move to a different vendor; are you going to be able to do so at no additional fee AND will you be able to take your data out of your previous vendor’s product in an industry-standard format (i.e. ASCII, .TXT, .CSV or other comma-delimited format) to make the transfer to your new product cost effective and simple.  Unfortunately, there are a few vendors in this marketplace who consider the exporting of YOUR data from their system a “billable service.”  They can, in effect, hold your data “hostage” for hundreds or thousandas of dollars in an unethical attempt to not allow you to migrate to another system.  GBS, Inc. deems this not only unethical but borderline extortion. If one wishes to move from GBS, Inc. to any other vendor, they are able to export all their data from any GBS, Inc. product in over 60 formats at NO ADDITIONAL FEE.  GBS, Inc. asks you to please protect yourself from the possibility of future financial loss and take the steps necessary to guarantee the security of YOUR data.

All of the comparisons found below are accessible with a single click. These comparisons are created in Word for Windows 2000 and thus it is recommended they are viewed via the same application.

NOTE: If you are Prompted to “Enter a Network Password” When attempting to Open any of the documents below; simply click the “Cancel” button to continue.  This message is caused due to a minor conflict with some Internet Browsers and ISPs.

The Facts: On-line Databases and
HIPAA-Compliance...

PRODUCT NAME                             NOTE REGARDING PRODUCT

Advisors Assistant             Advisors Assistant is also Known as Client Marketing Systems

Benefit Point                     BenefitPoint is a Internet-based product for tracking Group Health business

EZ Data (“SmartOffice”)       EZ Data also known as Smart Office or Client Data Systems

TABS                               TABS is also known as Inimage Software

I-Relay                               I-Relay is a Web-Based Marketing Program and not an “Agency Management” system

FDP Vision                     FDP is the acronym for Financial Data Planning.

Client Info +                     Client Info Plus is also Known as Mountech Software and/or Wealth Spring

Gen 4                             Gen4 is a web-based system that tracks most lines of business albeit in a limited fashion

Agency Advantage           Agency Advantage is an Insurance Database for Small P&C Shops

APL                                 APL  is a system developed almost exclusively for commissions tracking.

AgencyWare                     AgencyWare is a health insurance tracking system for Brokers of Group Health Only

QuickFile                           QuickFile is a system developed for ONLY single-producing agents mainly for P&C

DORIS                             DORIS* is a Property/Casualty Database exclusively for P&C Lines Tracking

AgencyPro                     AgencyPro (a.k.a. Easy Apps) is a Property/Casualty web-based system

AmSoft                             AmSoft is a Property/Casualty Database exclusively for P&C Lines Tracking

Applied                             Applied is a Property/Casualty Database exclusively for P&C Lines Tracking

AMS                               AMS is a Property/Casualty Database exclusively for P&C Lines Tracking

Agency Works                 AgencyWorks is a Internet-based product for tracking Term Life business.

Group Benefits Mgr.           Group Benefits Manager (GBM) is an internet-based system for Health Insurance only

Microsoft CRM                 Microsoft CRM is a Generic “Point of Sale” System used to track Sales & Production

Sales Logix                       Sales Logix is a generic, Non-insurance Specific sales tracking and processing tool

SalesForce                       SalesForce is a generic, Non-insurance Specific sales tracking and prospecting tool

ACT!                               ACT! is a Generic, Non-insurance Specific Contact Management package

Goldmine                         Goldmine is a Generic, Non-insurance Specific Contact Management package

All of the Vendors and Product Names mentioned above and throughout this website are trademarks of their respective companies. All rights reserved.