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SYSTEM CAPABILITIES AND FEATURES

REQUEST FREE MARKETING KIT AND DEMONSTRATION SYSTEM

WEB / ON-LINE DEMONSTRATIONS

DOWNLOAD DETAILED MARKETING BOOKLET

REFERRALS NEW!

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

EXAMPLES OF SCREENS AND REPORTS

THE .NET VERSION OF AGENCY EXPERT NEW!

TRAINING VIDEOS WITH “VOICE-OVER” NARRATION NEW!

GBS, INC. POLICY REGARDING CLIENT I.D. PROTECTION

SYSTEM HARDWARE REQUIREMENTS

TRAINING AVAILABLE

DISCOUNTS AVAILABLE

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TAPI-COMPLIANT “SCREEN POP”

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.

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
Custom Screen Building Module
Web Reporting Module
Multiple Database Module
MSDE & SQL “Backends” (Database)
Network FAX Modules