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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

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MASS / BROADCAST FAX MODULE

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The MassFAX Module allows the user to send two of more FAXes to any number of individuals, companies, agents, etc. in the AGENCY EXPERT database. The user sets up a group based on a query (search) of the database (or multiple queries) to create the exact sub-set of individuals and/or companies to which they wish to send the FAX. The FAXes are automatically sent and a copy of the FAX is linked to the record to which it was sent. The MassFAX module allows the user to send not only a standard “boiler plate” document but also, “merge” documents that allow the user to personalize the document to the company or individual to which the FAX is being sent. For marketing, processing of renewals, keeping in touch with clients, agents, etc., there is no stronger tool for such a reasonable cost. The MassFAX is available for $199.

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