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SYSTEM CAPABILITIES AND FEATURES

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WEB / ON-LINE DEMONSTRATIONS

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REFERRALS NEW!

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

EXAMPLES OF SCREENS AND REPORTS

THE .NET VERSION OF AGENCY EXPERT NEW!

TRAINING VIDEOS WITH “VOICE-OVER” NARRATION NEW!

GBS, INC. POLICY REGARDING CLIENT I.D. PROTECTION

SYSTEM HARDWARE REQUIREMENTS

TRAINING AVAILABLE

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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
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