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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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EXAMPLES OF SCREENS AND REPORTS

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 the current 32 Bit Version of AGENCY EXPERT. Click here to download a detailed information booklet, please contact the GBS, Inc. Marketing Department at 800-231-8495 x505 or click here to order A full Marketing kit with demo will be sent to you at no charge the day your request is made.

Click Here to View the New “Look and Feel” of the 32-Bit Version of AGENCY EXPERT NEW!

Click Here to View the New .NET Version of AGENCY EXPERT (To Be Released in 2010) NEW!

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