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The MGA (Managing General Agency) Version:
The MGA (Managing General Agency) version of AGENCY EXPERT contains ALL the features and functions described below. For a General Agency which deals in high volume and the management and tracking of a large number of field-/sub-agents and also services, manages, and recruits sub-agents; special capabilities such as the sending of Mass/Broadcast e-mails, automated agent licensing and carrier appointment cross-checking, advanced underwriting tracking, a TAPI Interface giving Automatic “Screen Pop” of the caller’s record via Caller ID, the Capability to Maintain Multiple Databases and the many additional features will guarantee a higher level of efficiency and thus a greater level of servicing and production.
NOTE: Purchase of the MGA Version also includes any three (3) additional modules
of the purchaser’s choosing.
The GA (General Agency) Version:
The GA (General Agency) version of AGENCY EXPERT contains all the features and functions described below less those available only through the MGA Version. For a General Agency which services, manages, and recruits sub-agents; special capabilities such as full commissions accounting (including calculation of commissions payable to sub agents, Claims Tracking, check printing, commission projections and 1099 generation), full Work-Flow automation with Job Manager and Task Manager, agent management and quote tracking will be a welcome addition to the standard operating procedures of the agency staff.
The Standard Version:
For the single producing agent or smaller agency which does not require the capability to pay out commissions and/or track a field force of sub-agents, the Standard version of AGENCY EXPERT will best fit your needs. Though not allowing the capability to automatically calculate and disperse payable commissions to sub-agents, the Standard version of AGENCY EXPERT will allow you to track commissions not received and outgoing splits (for those few cases that you do split commissions on). The Standard version will encompass almost every capability outlined in this booklet save most of the capabilities/functions which are most often required by a General Agency or large brokerage operation.
The Agent Partner Version:
The Agent Partner version of AGENCY EXPERT is for those agents/agencies which do not require any agent management or commissions accounting/tracking capabilities whatsoever. The Agent Partner version is a very simple and straight forward contact management program used to track clients, prospects, policies, notes, etc. without the extensive features found in the GA and Standard versions of AGENCY EXPERT. For those agents/agencies which are smaller and/or do not require all the capabilities found in this booklet, the Agent Partner may be your best solution.
Capabilities and Functions Available in all Four Versions of AGENCY EXPERT
Tracks Individuals and Groups
Tracks Clients and Prospects
Tracks ALL LINES of Insurance and Investments Including Property/Casualty
Remote Access via Windows Remote DesktopTM (aka Windows Terminal Services) or any other Remote Access Tool
Tracks Employee Census
Tracks Advisors and Contacts
Records and Prints Unlimited Number of Notes
Generates Policy Renewal Reports
Generates Reports through Searches of Any Field(s)
Electronic Document Filing System
Import Carrier Downloads (Assuming Proper File Format Provided From Carrier)
Transactional Filing
Link to LaserApp Software
Link to QuikForms Software
Address Book
Link to Quickbooks and Quickbooks Pro (Versions 2003 and Higher)
Summary View Capability
32-Bit Development
Document Scanning/Imaging Capability
Capability to View All “Attachments” to Any Record
Multi-Tier Design (Including Web Browser, MSDE and SQL)
Palm Pilot Synchronization
Advanced Policy Default Capabilities
Display Reports on Your Website from Data Compiled Within AGENCY EXPERT (WebReport Capability)
Capability to Save Rate History Information
Commission Split Defaults Capability
Custom Screens Module
Commission Reserve Accounts
Spell Checking Capability in Note Keeping
Month- and Day-at-a-Glance Viewing
Daily Planner “Drag and Drop” Capability
Claims Tracking
Capability to Import Investment Transaction Downloads from Broker Dealers and/or Carriers
Tracks Submitted/Pending Cases Through Underwriting
Tracks and Reports on Pending Cases
Tracks Insurance and Investment Products and Home Office Contacts
Tracks Carriers and Administrators
Links Individuals to Their Employers
Links Policies if/When Applicable
Allows for Database Mass Updates
Automatic Dial Capability
Multiple Database Capability
Send and Receive E-mails Seemlessly via MS Outlook
Automatically Link Incoming and Outgoing E-mails to Records
Call Tracking and Document Tracking
Password-Based Security System
Automatic FAX Capability
Fully Networkable
Automatic Database Backup Capability
Imports Data from Outside Databases
TOLL-FREE 1-800 Line Support
Batch/Mass Merge Document Printing
Creates Ad Hoc/Custom reports
Generates Callback Reports
Generates Mass Mailings
Prints Letters, Labels and Envelopes
Allows Customization of Fields
Automatic SIC and NAICS Lookup
Automatic City, State and County Lookup by Zip Code
Links Agents to Clients and Policies
Links Related Individuals
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 and Commission Splits
Allows Mass Updating of Investment Product(s) Current Value
Allows Full Customization of Benefit Tracking Screens
Allows New Product Types (lines) to be Added
Interactive On-Line Help
Tracks Submitted/Pending Cases Through Underwriting
Tracks and Reports on Pending Cases
Tracks Insurance and Investment Products and Home Office Contacts
Tracks Carriers and Administrators
Links Individuals to Their Employers
Links Policies When Applicable
Automatic Dial Capability
Call Tracking and Document Tracking
Password-Based Security System
Automatic FAX Capability
Fully Networkable
Automatic Database Backup Capability
Imports Data from Outside Databases
TOLL-FREE 1-800 Line Support
Additional Capabilities and Functions Available Through Only the Standard, GA and MGA Versions
Database Synchronization of Laptop With PC
Full Exporting Capability (Over 30 Formats)
Tracks Agents and Agencies
Tracks Agent/Agency Production
Tracks Agent Licensing, Appointments and CE Classes
Tracks E&O Policies
Tracks Agent/Agency Links and Hierarchies
Work Flow Management System (“Task” Entry Module)
Tracks and Reports on Commission Not Received
Tracks Incoming Commission Based on Schedules
Tracks and Allows Commission Split Defaults Entry
Allows Tracking and Defining of Outgoing Split Defaults
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
Additional Capabilities and Functions Available Only Through the GA and MGA Versions
Automatically Calculates Commission Payable to Sub-Agents/-Agencies
Import Carrier Downloads (Assuming Proper File Format of Source Data Provided from Carrier)
Import Commission Split Information (New Purchases and/or agents/agencies importing a new book of business)
Capability to Import Group Census Data
Automatically Calculates Year-End 1099s
Prints Commission Checks and 1099s
Capability to Accept/Synchronize Carrier Downloads (Assuming Correct File Format is Provided)
Postal Bar-Coding Printed on Letters and Mailing Labels
Full Work Flow Automation with Job Manager and Task Manager
Commission Importing Capability
Import Carrier Downloads (Acceptable file formats: .CSV, Comma-Delimited, .TXT, XMLife, ASCII and More)
Claims Tracking
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
Full Quote Tracking
Commissions Tracking/Accounting for Multiple Agencies
Capability to Track and Account for Agent “Reserve Accounts”
Tracks Field Support Overhead (Proposal Generation) versus Agent Production
Right-Click Access to Receive Driving Instructions and Maps via Mapquest.com
Additional Capabilities and Functions Available Only Through the MGA Version
TAPI Interface (Caller ID Lookup with “Screen-Pop” Feature - Phone system must be TAPI 3.0 Compatible)
PC-Based “In/Out” Board to Track Employees Whereabouts
Email “Post Office” (Coming Soon!)
Capability to Perform Mass Updates of Outgoing Commission Payment Scenarios
Licensing and Appointments Cross-Checking for Agent Eligibility
Advanced Agent Planning and Productivity Tracking
Outgoing Commission Pay Out (Commission “Splits”) Schedules (Coming Soon!)
Advanced Policy Underwriting Tracking Based on Client-Specific Variables
NOTE: Purchase of the MGA Version also includes any three (3) additional modules of the purchaser’s choosing. The available Additional Modules are shown below.
Advanced Scanning Module
Electronic (.PDF) Forms Module
RFP (Request for Proposal) Module
Palm Pilot and Laptop Synchronization Modules
Custom Screen Building Module
Advanced Scanning Module
Multiple Database Module
MassFAX
ACORD Forms, Claims Tracking and Accepts Carrier Downloads
Network FAX Module
General Accounting Module - Link to Quickbooks/Quickbooks Pro
MS Outlook Synchronization Module
PRIORITY-LEVEL TECHNICAL SUPPORT (a $500/year value)
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