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ADDITIONAL MODULES

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IMPORTANT “SHOPPING TIPS”

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CUSTOM SCREENS MODULE

The Custom Screens Module is an additional Module to AGENCY EXPERT (which can be used along with any version of AGENCY EXPERT) that allows the user to fully design an entire form (screen) to link to any module in AGENCY EXPERT. Once the custom screen is created, it can be added to any module (i.e. Individual Manager, Business Manager, Policy/Investment Manager, etc.) as an additional tab. The user interface allows for quick and easy design and gives the user a multitude of different field types to design a screen with the exact fields in the exact layout desired.

The capability and flexibility gained through this module is literally unlimited. We have given you a few examples of both the “Design” mode screen along with an example of the finished product or “Run Time” mode. For those users who have ever wished they could alter, modify or design their own screen or their own fields to their own specifications, your dreams have finally come true! Contact the GBS, Inc. marketing department for more information on this powerful new module.  Cost: $495.

Example One - Custom Screen Module in “Design Mode”

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Example Two - Custom Screen Module in “Run Mode” (After Screen Has Been Created)

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Final Result
In the example shown below you see the final result after designing the custom screen and then incorporating the screen into a module of AGENCY EXPERT.  Note that in the example shown below, the custom screen - which has been titled “Quotes” - has been added to the Individual Manager as the sixth tab.

Custom screens can be created and added to any module of AGENCY EXPERT to allow for the ultimate level of customization in your data tracking and client servicing/management.

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Click here to view the On-Line Demo Video of the Custom Screens Module

Basic / Advanced Scanning
Electronic (.PDF) Forms Module
Property / Casualty Module
RFP (Request for Proposal) Module
Laptop Synchronization
Web Client Module COMING SOON!
Mass FAX
Outlook Synchronization
Integration of AGENCY EXPERT With basicGURU
Quickbooks Synchronization
Investment Transaction Import Module
Palm Pilot Synchronization
Custom Screen Building Module
Web Reporting Module
Multiple Database Module
MSDE & SQL “Backends” (Database)
Caller ID “Screen POP” Capability
Network FAX Modules