Screens and Reports Examples

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	EXAMPLES OF SCREENS AND REPORTS

Screens:
Individual Tracking Screens
Business Tracking Screens
Policy Tracking Screens
Investment Tracking Screens
Note Keeping Screen
Daily Planning/Scheduling Screens
Word Manager/Processor Screen
Scanning/Imaging Screen
Commission Tracking Screens
Work Flow Automation Screen
Call Tracking and Electronic Doc. Filing
Report Generation Screen
Carrier Tracking Screens
Agent/Agency Tracking Screens
User-Defined Fields Screens

Reports:
Individual Client Profile Report
Individual Client Summary Report
Business Client Profile Report
Business Client Summary Report
Policy Value Summary Report
Pending Case Status Report
Investment Summary Report
Investment Detail Report
Investment History Report
Commission Status Report
Posted Check Report (Statement)
Commission Not Received Report
Agent License Report
Agent Commission Status Report
Policy Detail Report


	Click on any of the items listed below to view selected examples of screens and reports found in AGENCY EXPERT. Note this is a condensed list of “selected” screens and reports. For a full detailed information booklet, please contact the GBS, Inc. Marketing Department at 800-231-8495 x505. A full kit of information will be sent to you at no charge the day your request is made.