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The Capabilities and Features of AGENCY EXPERT
The following is a fairly complete list of the system capabilities and features available via the implementation and use of AGENCY EXPERT. This list has been broken up into various “categories” to allow for easier understanding of the entire AGENCY EXPERT “feature set.”
NOTE: All available system capabilities and features may possibly not be listed for some categories
To better assess the capabilities available (or not available) in each of the four versions of AGENCY EXPERT please visit The Four Versions of AGENCY EXPERT Page of this website.
Individual Client Tracking:
Tracks all Relevant Individual Client/Prospect Data in Over 200 Pre-Defined Fields
Links Individuals to Their Employers
Allows Customization of Fields
Automatic City, State and County Lookup by Zip Code
Links Related Individuals
Over 42 User-Definable Fields
Custom Screens Module
Tracks Unlimited Number of Addresses, Phone/FAX Numbers and Email Addresses
Right-Click Access to Receive Driving Instructions and Maps via Mapquest.com
Group/Business Client Tracking:
Tracks Employee Census
Tracks Advisors and Contacts
Tracks all Relevant Business/Group Client/Prospect Data in Over 200 Pre-Defined Fields
Custom Screens Module
Links Individuals to Their Employers
Integration of AGENCY EXPERT With basicGURU
Web Client Module COMING SOON!
Tracks Unlimited Number of Addresses, Phone/FAX Numbers and Email Addresses
Over 42 User-Definable Fields
Allows Customization of Fields
Automatic NAICS and SIC Lookup
Automatic City, State and County Lookup by Zip Code
Capability to Import Group Census Data
Right-Click Access to Receive Driving Instructions and Maps via Mapquest.com
Policy and Investments Tracking:
Tracks ALL LINES of Insurance and Investments Including Property/Casualty
Generates Policy Renewal Reports
Advanced Policy Default Capabilities
Capability to Save Rate History Information
Custom Screens Module
Claims Tracking
Capability to Import Investment Transaction Downloads from Broker Dealers and/or Carriers
Links Policies if/When Applicable
Allows Customization of Fields
Tracks any Line of Insurance and/or Investments
Tracks Investment Transaction History
Reports on Net Gain/Loss of Portfolio
Allows Default Entry of Policy Benefits
Allows Mass Updating of Investment Product(s) Current Value
Allows Full Customization of Benefit Tracking Screens
Allows New Product Types (lines) to be Added
Electronic (.PDF) Forms Module
Property / Casualty Module with All ACORD Forms
RFP (Request for Proposal) Module
Agent/Agency Tracking and Recruiting:
Links Agents to Clients and Policies
Tracks all Information Relevant to Agents and Agencies in Over 200 Pre-Defined Fields
Tracks Agent/Agency Production
Over 42 User-Definable Fields
Tracks Agent Licensing, Appointments and CE Classes
Tracks E&O Policies
Web Reporting Module Allows for Agent/Agency Reports to be Displayed via Internet
Tracks Agent/Agency Links and Hierarchies
Tracks Unlimited Number of Addresses, Phone/FAX Numbers and Email Addresses
Capability to Track and Account for Agent “Reserve Accounts”
Licensing and Appointments Cross-Checking for Agent Eligibility
Advanced Agent Planning and Productivity Tracking
Tracks Field Support Overhead (Proposal Generation) versus Agent Production
Right-Click Access to Receive Driving Instructions and Maps via Mapquest.com
Daily Planning and Scheduling:
Month- and Day-at-a-Glance Viewing
Daily Planner “Drag and Drop” Capability
Individual “Task” Entry
Full Work Flow Automation with Job Manager and Task Manager
Track all Appointments and To dos
Track Recurring To Dos
Enter “Reminder” Alarms
Drag-and-Drop to Re-Schedule Appoinments to Different Days or Time Slots
Mass Printing, Emailing and FAXing with a Single Click
Daily Planner/Scheduler is Fully Integrated with all areas of AGENCY EXPERT
Synchronize Daily Planner to Outlook or your Hand-Held PDA
Reports and Searches:
Generates Reports through Searches of Any Field(s)
Creates Ad Hoc/Custom reports
Generates Callback Reports
Over 250 Report Formats
Birthday and Anniversary Reports
All Needed/Required Commission Reports
Production Reports
All Needed/Relevant Reports for Your Client Marketing/Prospecting
Call-back and Daily Scheduling/Appointment Reports
Pending Case and Submitted Business Reports
Word Processing, Labels and Envelopes:
Batch/Mass Merge Document Printing
Generates Mass Mailings
Prints Letters, Labels and Envelopes
Postal Bar-Coding Printed on Letters and Mailing Labels
Spell Checking
Over 150 Pre-Defined Marketing and Client Contact/Servicing Letters
Insert Graphics, Files or Photos into Documents (Including Letter Head and/or Logos)
Contains all the Capabilities of MS Word and More...
Contact Management:
Records and Prints Unlimited Number of Notes
Electronic Document Filing System
Transactional Filing
Document Scanning/Imaging Capability
Capability to View All “Attachments” to Any Record
Automatically Link Incoming and Outgoing E-mails to Records
Call Tracking and Document Tracking
TAPI Interface (Caller ID Lookup with “Screen-Pop” Feature - Phone system must be TAPI 3.0 Compatible)
Palm Pilot Synchronization
Corresponding/Communicating with Clients/Prospects/Agents, etc.:
Records and Prints Unlimited Number of Notes
Address Book
Palm Pilot Synchronization
Outlook Synchronization
Send and Receive E-mails Seemlessly via MS Outlook
Display Reports on Your Website from Data Within AGENCY EXPERT (WebReport Capability)
Automatic Dial Capability
Automatic FAX Capability
TAPI Interface (Caller ID Lookup with “Screen-Pop” Feature - Phone system must be TAPI 3.0 Compatible)
Email “Post Office” (Coming Soon!)
Electronic (.PDF) Forms Module
Prospecting:
Full Quote Tracking
Track Leadsource to Maximize Your Advertising Dollar
Unlimited Note Keeping Capability
Individual and Business Manager Linked to Contact Manager and Daily Scheduler
Run Marketing Campaigns via Workflow Automation System
Track Daily Marketing Calls and Callbacks
Palm Pilot Synchronization
Mass Mailings, Mass FAXes and Mass E-Mailing
Over 150 Pre-Defined Marketing Letters
Email “Post Office” (Coming Soon!)
TAPI “Screen Pop” Capability based on Caller ID
Generate Daily “Call,” “Prospecting” and “Production” Reports in Seconds
Right-Click Access to Receive Driving Instructions and Maps via Mapquest.com
RFP (Request for Proposal) Module
Tracking and Processing Underwriting, Submitted Business and Renewals:
Generates Policy Renewal Reports
Tracks Submitted/Pending Cases Through Underwriting
Tracks and Reports on Pending Cases
Advanced Policy Underwriting Tracking Based on Client-Specific Variables
Product-Specific Submitted Business Checklist with Policy Specific Items (if/when Required)
Electronic (.PDF) Forms Module
Commissions Tracking and Accounting:
Tracks and Reports on Commission Not Received
Tracks Incoming Commission Based on Schedules
Allows Tracking of Target Versus Excess Commission
Predicts and Projects Commission to be Received
Allows Importing of Commission Transactions
Tracks and Reports on Expected Commission to be Received
Tracks Unlimited Number of Splits per Case
Commission Split Defaults Capability
Commission Reserve Accounts
Quickbooks Synchronization
Allows Tracking and Defining of Outgoing Split Defaults
Allows for Defaulting of Commission Splits
Automatically Calculates Commission Payable to Sub-Agents/-Agencies
Automatically Calculates Year-End 1099s
Prints Commission Checks and 1099s
Commissions Tracking/Accounting for Multiple Agencies
Capability to Track and Account for Agent “Reserve Accounts”
Posts and Pays Outgoing Commission Based on Schedules
Calculates and Prints Commission Statements
Calculates and Posts Commission payable to Sub-Agents/-Agencies
Tracks, Calculates and Accounts for Commission Advances and Draws
Allows Defaulting of Expected Commission Amounts
Automatically Audits Commission Transactions
Automatically Audits Received Commission Payments
Import Commission Split Information (New Purchases and/or agents/agencies importing a new book of business)
Capability to Perform Mass Updates of Outgoing Commission Payment Scenarios
Outgoing Commission Split Schedules (Coming Soon!)
Full Auditing and Reporting on Commissions Not Received
Tracking Carriers, Carrier Contacts and the Products You Sell:
Tracks Insurance and Investment Products and Home Office Contacts
Tracks Carriers and Administrators
Tracks all Relevant Carrier and Administrator Data
Product-Specific Submitted Business Checklist with Policy Specific Items (if/when Required)
Over 42 User-Definable Fields
Tracks Unlimited Number of Addresses, Phone/FAX Numbers and Email Addresses
Allows New Product Types (lines) to be Added
Capability to Accept/Synchronize Carrier Downloads (Acceptable File Format Required)
Track all Carrier/Administrator Contacts, Phone Numbers, Email Addresses, etc.
Single Click Calculation and Allowed Viewing of Production, Cases in Force, etc.
Miscellaneous Capabilities and Features:
Remote Access via Windows Remote DesktopTM or any other Remote Access Tool
Link to LaserApp Software
Importing Capability (Acceptable file formats: .CSV, Comma-Delimited, .TXT, XMLife, ASCII and More)
Link to QuikForms Software
Link to Quickbooks and Quickbooks Pro (Versions 2003 and Higher)
Summary View Capability
32-Bit Development
Multi-Tier Design (Including Web Browser, MSDE and SQL)
Palm Pilot Synchronization
Custom Screens Module
Spell Checking Capability in Note Keeping
TAPI Interface (Caller ID Lookup with “Screen-Pop” Feature - Phone system must be TAPI 3.0 Compatible)
Allows for Database Mass Updates
Multiple Database Capability
Password-Based Security System
Fully Networkable
Automatic Database Backup Capability
Imports Data from Outside Databases
TOLL-FREE 1-800 Line Support
Interactive On-Line Help
Database Synchronization of Laptop With PC
Full Exporting Capability (Over 30 Formats)
Capability to Accept/Synchronize Carrier Downloads (Acceptable File Format Required)
Right-Click Access to Receive Driving Instructions and Maps via Mapquest.com
PC-Based “In/Out” Board to Track Employees Whereabouts
Email “Post Office” (Coming Soon!)
Electronic (.PDF) Forms Module
Laptop Synchronization
Mass FAX
Outlook Synchronization
Palm Pilot Synchronization
Multiple Database Module
NOTE: All available system capabilities and features may possibly not be listed for some categories
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