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

Follow GBS, Inc. on:

FAQ - DATA DOWNLOAD / UPLOAD

Q1: Is it possible to download commissions straight to Commission Manager?
Q2: Can I download status information from the carrier home office into Agency Expert?
Q3: Can we import Mass Mutual Paar downloads?
Q4: Can we download Property Casualty policy information from the carrier into Agency Expert?
 

A1:
We have had this capability for more than five years. We estimate that there are several hundred agencies using this capability currently.

A2:
Yes, use the Import Update options under the Tools menu.

A3:
Yes, with 6.5.2 or higher it is available under the Tools pull down menu.

A4:
Yes, with 6.5.3 or higher the P&C standard AL3 downloads format is one of the available Import Update modes.