Comparisons to Products

HOME PRODUCTS SUPPORT/SUBSCRIBER SERVICES CONTACT GBS, INC. ABOUT GBS, INC. GBS, INC. BUSINESS PARTNERS


		SYSTEM CAPABILITIES AND FEATUR ES REQUEST MARKETING KIT AND DEMONSTRATION SYSTEM WEB / ON-LINE DEMONSTRATIONS DOWNLOAD DETAILED MARKETING BOOKLET THE NEW “LOOK AND FEEL” OF AGENCY EXPERT NEW! PRICING AND ORDER FORMS ADDITIONAL MODULES THE THREE VERSIONS OF AGENCY EXPERT SIDE-BY-SIDE COMPARISONS TO THE COMPETITION THE “WEB HOSTED” AGENCY EXPERT NEW! EXAMPLES OF SCREENS AND REPORTS

	THE .NET VERSION OF AGENCY EXPERT NEW! TRAINING VIDEOS WITH “VOICE-OVER” NARRATION NEW! DISCOUNTS AVAILABLE TRAINING AVAILABLE SYSTEM HARDWARE REQUIREMENTS GBS, INC. REFERRAL POLICY

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.

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

PRODUCT NAME - NOTE REGARDING PRODUCT

Advisors Assistant - Advisors Assistant is also Known as Client Marketing Systems
Benefit Point (Vertifore*) - BenefitPoint is a Internet-based product for tracking Group Health business
EZ Data (“SmartOffice”) - EZ Data (Ebix) 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* (Owned By Applied*) is a 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 “Back-Office” 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

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.

The AGENCY EXPERT
Web-Hosted Version