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SYSTEM CAPABILITIES AND FEATURES

DEMONSTRATION SYSTEMS

ORIENTATION VIDEOS WITH “VOICE-OVER” NARRATION

DETAILED INFORMATION BOOKLET

PRICING AND ORDER FORMS

ADDITIONAL MODULES

THE FOUR VERSIONS OF AGENCY EXPERT

REMOTE ACCESS CAPABILITY

EXAMPLES OF SCREENS AND REPORTS

SIDE-BY-SIDE COMPARISONS TO THE COMPETITION

IMPORTANT “SHOPPING TIPS”

CONSIDERING A “WEB-BASED” SYSTEM?  LEARN MORE HERE...

 

DISCOUNTS AVAILABLE

TRAINING AVAILABLE

SYSTEM HARDWARE REQUIREMENTS

GBS, INC. REFERRAL POLICY

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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
Property / Casualty Module
RFP (Request for Proposal) Module
Laptop Synchronization
Web Client Module COMING SOON!
Mass FAX
Outlook Synchronization
Integration of AGENCY EXPERT With basicGURU
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