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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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OUTLOOK SYNCHRONIZATION MODULE

AGENCY EXPERT (Version 6.4.0 and higher) synchronizes with Microsoft Outlook in many ways. Daily scheduler, To dos, and more.  The Outlook Synch. allows your data from AGENCY EXPERT to be synchronized and shared between AGENCY EXPERT and Outlook to give you a more complete and interactive solution. Finally, Outlook Synchronization is an excellent solution for those who wish to move data back-and-forth between AGENCY EXPERT and “Blackberry” devices and/or “Pocket PCs.”  In these situations, the Outlook Synchronization Module can be used as a “Bridge” whereby data is synchronized first to MS Outlook from your “Blackberry” or “Pocket PC” then, via the Outlook Synch Module, to AGENCY EXPERT (and vice versa to move data from AGENCY EXPERT to your “Blackberry” or “Pocket PC”). Cost: $295.

NOTE: The Outlook Synchronization Module is NOT required for the sending and receiving of e-mails via MS Outlook nor for the linking of e-mails to records within AGENCY EXPERT.  The aforementioned e-mail capabilities via MS Outlook are included at no additional fee with the purchase of ANY version of AGENCY EXPERT.

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