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SYSTEM CAPABILITIES AND FEATURES

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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!

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TAPI-COMPLIANT “SCREEN POP” and CALLER ID MODULE

The TAPI-Compliant “Screen Pop” capability allows the screen of client information to automatically “pop up” when the client calls before you even pick up the phone.  Your phone and/or phone system must be TAPI-Compliant.  If your phone system is not TAPI-compliant, then you should consider the more inexpensive Caller ID module (which is available with ANY version of AGENCY EXPERT). The TAPI “Screen Pop” capability is only available through the purchase of the MGA Version of AGENCY EXPERT.

The Caller ID Module is similar to the TAPI-Compliant Screen Pop Module in the capability provided (allowing the screen of client information to automatically “pop up” when the client calls) except that this module requires a hardware device that sets between your incoming phone lines and your phone switch with a connection to your network server plus the necessary software to provide this advance telecommunication feature. Contact the Sales Department or Technical Support for more information.

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
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