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	THE THREE VERSIONS OF AGENCY EXPERT

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, and 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 includes a $700 “Allowance” that can be used to a) Purchase any Additional Module(s), b) to Purchase any Multi-User/Network Licenses and/or c) Retain as a credit on your account that can be applied to any future support fees.

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.

NOTE: Purchase of the GA Version includes a $400 “Allowance” that can be used to a) Purchase any Additional Module(s), b) to Purchase any Multi-User/Network Licenses and/or c) Retain as a credit on your account that can be applied to any future support fees.

The Agent 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 Agent 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 Agent 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 Agent 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.

NOTE: Purchase of the Agent Version includes a $200 “Allowance” that can be used to a) Purchase any Additional Module(s), b) to Purchase any Multi-User/Network Licenses and/or c) Retain as a credit on your account that can be applied to any future support fees.

	Agent Version	GA Version	MGA Version
Tracks Individuals and Groups	a	a	a
Tracks Clients and Prospects	a	a	a
Tracks ALL LINES of Insurance and Investments Including Property/Casualty	a	a	a
Remote Access via Windows Remote Desktop (additional module) or any other Remote Access Tool	a	a	a
Tracks Employee Census	a	a	a
Tracks Advisors and Contacts	a	a	a
Electronic Document Filing System	a	a	a
Document Scanning/Imaging Capability	a	a	a
Import Carrier Downloads (Assuming Proper File Format Provided From Carrier)	a	a	a
Link to Quickbooks and Quickbooks Pro (Versions 2003 and Higher)*	a	a	a
Postal Bar-Coding Printed on Letters and Mailing Labels	a	a	a
Capability to Import Investment Transaction Downloads from Broker Dealers and/or Carriers	a	a	a
Capability to Import Group Census Data	a	a	a
Capability to make mass changes to database	a	a	a
Integrated FAX Capability	a	a	a
Tracks and Reports on Commission Not Received	a	a	a
Tracks Incoming Commission Based on Schedules	a	a	a
Allows Importing of Commission Transactions	N/A	a	a
Tracks and Reports on Expected Commission to be Received	N/A	a	a
Tracks Unlimited Number of Splits to Unlimited number of agents per Case	N/A	a	a
Automatically Calculates Commission Payable to Sub-Agents/-Agencies	N/A	a	a
Import Commission Split Information (New Purchases and/or agents/agencies importing a new book of business)	N/A	a	a
Automatic Validation of Commission Transaction Entry	N/A	a	a
Prints Commission Checks and 1099s	N/A	a	a
Right-Click Access to Receive Driving Instructions and Maps via Mapquest.com	N/A	a	a
Tracks Commission Reserve Accounts	N/A	a	a
Full Work Flow Automation with Job Manager and Task Manager	N/A	a	a
Import Carrier Downloads (Acceptable file formats: .CSV, Comma-Delimited, .TXT, XMLife, ASCII and More)	N/A	a	a
Claims Tracking	N/A	a	a
Tracks Field Support Overhead (Proposal Generation) versus Agent Production	N/A	a	a
Calculates and Prints Commission Statements	N/A	a	a
Tracks, Calculates and Accounts for Commission Advances and Draws	N/A	a	a
Full Quote Tracking	N/A	a	a
Commissions Tracking/Accounting for Multiple Agencies	N/A	a	a
TAPI Interface (Caller ID Lookup with “Screen-Pop” Feature)	N/A	N/A	a
Advanced Policy Underwriting Tracking Based on Client-Specific Variables	N/A	N/A	a
PC-Based “In/Out” Board to Track Employees Whereabouts	N/A	N/A	a
Capability to Perform Mass Updates of Outgoing Commission Payment Scenarios	N/A	N/A	a
Licensing and Appointments Cross-Checking for Agent Eligibility	N/A	N/A	a
Mass E-mail Module Included at No Additional Fee	N/A	N/A	a


	* Denotes a capability or Feature available via the purchase of an Additional Module or Third-Party Software Package and/or Subscription to a Third Party Service.


		Advanced Scanning Module Electronic (.PDF) Forms Module Mass Email Module (Included with purchase of MGA Version) 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

			The Web Hosted Version of AGENCY EXPERT