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SYSTEM CAPABILITIES AND FEATURES

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

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MASS E-MAIL MODULE

The AGENCY EXPERT Mass E-mail allows you to create a text document with mail-merge fields that pull data from the AGENCY EXPERT database into the E-mail.

The user is able to create a mail merge document (which allows each E-mail to be personalized by pulling data from almost any table in the AGENCY EXPERT database) and then send it as a mass E-mail to any set of clients, prospects, agents, etc. with no limitations on number of pages in the document, number of E-mails sent, etc.

The Mass E-Mail Module is an excellent marketing/prospecting tool as well as a tool that is perfect to keep your clients updated on any changes in their policies (i.e. pending renewals, policy changes, etc.).

Cost:  $295 One Time Fee and $50/year Support Fee

Basic / Advanced Scanning
Electronic (.PDF) Forms Module
Mass E-mail Module NEW!
Property / Casualty Module
RFP (Request for Proposal) Module
Laptop Synchronization
Web Client Module COMING SOON!
Mass FAX
Outlook Synchronization
Quickbooks Synchronization
Investment Transaction Import Module
Custom Screen Building Module
Web Reporting Module
Multiple Database Module
MSDE & SQL “Backends” (Database)
Network FAX Modules