SYSTEM CAPABILITIES AND FEATURES

DEMONSTRATION SYSTEMS

ORIENTATION VIDEOS WITH “VOICE-OVER” NARRATION

DETAILED INFORMATION BOOKLET

PRICING AND ORDER FORMS

ADDITIONAL MODULES

THE FOUR VERSIONS OF AGENCY EXPERT

REMOTE ACCESS CAPABILITY

EXAMPLES OF SCREENS AND REPORTS

SIDE-BY-SIDE COMPARISONS TO THE COMPETITION

IMPORTANT “SHOPPING TIPS”

CONSIDERING A “WEB-BASED” SYSTEM?  LEARN MORE HERE...

DISCOUNTS AVAILABLE

TRAINING AVAILABLE

SYSTEM HARDWARE REQUIREMENTS

GBS, INC. REFERRAL POLICY

INVESTMENTS TRACKING SCREENS

Investments Tracking
Tracking Investments also? The AGENCY EXPERT for Windows includes eight pre-formatted (though editable) investment tracking screen for various types of investment (see previous section listing pre-formatted insurance and investments tracking screens). The investment tracking screens are fully editable by the user to customize this area to fit your specific needs.

AGENCY EXPERT allows you the flexibility to add new investment lines and fully define the data-tracking screens to fit your needs. There is no limit to your flexibility!

Investments History Tracking
AGENCY EXPERT for Windows allows the user to track the full transaction history including each and every Buy, Sell and Dividend Reinvestment to allow an accurate calculation on the investment’s net value and your clients’ portfolio net value. The number of “Total Units” and “Dividend Units” is automatically calculated and updated by AGENCY
EXPERT. The “Current Value” can be mass updated for all your investment products. Track your clients’ Buys, Sells and Dividend Reinvestments to generate reports on the Investment and/or Portfolio return and net Gain or Loss.

Investments “Current Value Mass Update” Screen

Investments Mass-Update Capability
Investment products can be quickly and easily mass-updated through the Investments Update capability of AGENCY EXPERT for Windows. This capability creates an excellent means by which your clients’ investments portfolios can be updated with the current market value. This capability allows for periodic updating of product values without forcing you to pay a high monthly or annual fee for a third-party service to track and update these records via modem download. The DST Fan Mail Download Module can also be purchased at an additional fee .