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AP Version
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Std. Version
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GA Version
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MGA Version
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Tracks Individuals and Groups
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a
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a
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a
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a
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Tracks Clients and Prospects
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a
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a
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a
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a
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Tracks ALL LINES of Insurance and Investments Including Property/Casualty
|
a
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a
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a
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a
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Remote Access via Windows Remote Desktop (additional module) or any other Remote Access Tool
|
a
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a
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a
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a
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Tracks Employee Census
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a
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a
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a
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a
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Tracks Advisors and Contacts
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a
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a
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a
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a
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Records and Prints Unlimited Number of Notes
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a
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a
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a
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a
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Generates Policy Renewal Reports
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a
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a
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a
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a
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Generates Reports through Searches of Any Field(s)
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a
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a
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a
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a
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Electronic Document Filing System
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a
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a
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a
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a
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Import Carrier Downloads (Assuming Proper File Format Provided From Carrier)
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a
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a
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a
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a
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Transactional Filing
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a
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a
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a
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a
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Link to LaserApp Software (via Third Party Software Link)
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a
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a
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a
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a
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Link to QuikForms Software (via Third Party Software Link)
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a
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a
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a
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a
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Address Book
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a
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a
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a
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a
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Link to Quickbooks and Quickbooks Pro (Versions 2003 and Higher)
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a
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a
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a
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a
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Summary View Capability
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a
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a
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a
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a
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32-Bit Development
|
a
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a
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a
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a
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Document Scanning/Imaging Capability (Additional Module)
|
a
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a
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a
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a
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Capability to View All "Attachments" to Any Record
|
a
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a
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a
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a
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Multi-Tier Design (Including Web Browser
|
a
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a
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a
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a
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Palm Pilot Synchronization (Additional Module)
|
a
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a
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a
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a
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Advanced Policy Default Capabilities
|
a
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a
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a
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a
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Display Reports on Your Website from Data Compiled Within AGENCY EXPERT
|
a
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a
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a
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a
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Capability to Save Rate History Information
|
a
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a
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a
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a
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Commission Split Defaults Capability
|
a
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a
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a
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a
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Custom Screens Module (Additional Module)
|
a
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a
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a
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a
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Postal Bar-Coding Printed on Letters and Mailing Labels
|
a
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a
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a
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a
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Spell Checking Capability in Note Keeping
|
a
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a
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a
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a
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Month- and Day-at-a-Glance Viewing
|
a
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a
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a
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a
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Daily Planner "Drag and Drop" Capability
|
a
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a
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a
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a
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Ability to Attach Notes to Multiple Records
|
a
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a
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a
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a
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Capability to Import Investment Transaction Downloads from Broker Dealers and/or Carriers
|
a
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a
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a
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a
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Tracks Submitted/Pending Cases Through Underwriting
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a
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a
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a
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a
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Tracks and Reports on Pending Cases
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a
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a
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a
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a
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Tracks Insurance and Investment Products and Home Office Contacts
|
a
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a
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a
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a
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Tracks Carriers and Administrators
|
a
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a
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a
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a
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Capability to Import Group Census Data
|
a
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a
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a
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a
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Links Policies if/When Applicable
|
a
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a
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a
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a
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Allows for Database Mass Updates
|
a
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a
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a
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a
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Off-Site Data Storage and Backup (Via 3rd-Party)
|
a
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a
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a
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a
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Multiple Database Capability (Additional Module)
|
a
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a
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a
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a
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Send and Receive E-mails Seamlessly via MS Outlook
|
a
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a
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a
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a
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Automatically Link Incoming and Outgoing E-mails to Records
|
a
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a
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a
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a
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Call Tracking and Document Tracking
|
a
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a
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a
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a
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Capability to Create “Electronic Forms” from any “Hard-Copy” or .PDF document(s) (Additional Module)
|
a
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a
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a
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a
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Automatic FAX Capability
|
a
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a
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a
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a
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Fully Networkable
|
a
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a
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a
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a
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Database Backup Capability
|
a
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a
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a
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a
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Imports Data from Outside Databases
|
a
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a
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a
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a
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Create Custom Screens and Add New Tabs (Additional Module)
|
a
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a
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a
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a
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Batch/Mass Merge Document Printing
|
a
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a
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a
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a
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Creates Ad Hoc/Custom reports
|
a
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a
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a
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a
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Generates Callback Reports
|
a
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a
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a
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a
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Generates Mass Mailings
|
a
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a
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a
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a
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Prints Letters
|
a
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a
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a
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a
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Allows Customization of Fields
|
a
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a
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a
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a
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Automatic SIC and NAICS Lookup
|
a
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a
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a
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a
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Automatic City, State and County lookup based on Zipcode
|
a
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a
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a
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a
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Links Agents to Clients and Policies
|
a
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a
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a
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a
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Links Related Individuals
|
a
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a
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a
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a
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Tracks any Line of Insurance and/or Investments
|
a
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a
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a
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a
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Tracks Investment Transaction History
|
a
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a
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a
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a
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Reports on Net Gain/Loss of Portfolio
|
a
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a
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a
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a
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Allows Default Entry of Policy Benefits and Commission Splits
|
a
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a
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a
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a
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Allows Mass Updating of Investment Product(s) Current Value
|
a
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a
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a
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a
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Allows Full Customization of Benefit Tracking Screens
|
a
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a
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a
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a
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Allows New Product Types (lines) to be Added
|
a
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a
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a
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a
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Interactive On-Line Help
|
a
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a
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a
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a
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Tracks Submitted/Pending Cases Through Underwriting
|
a
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a
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a
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a
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Tracks and Reports on Pending Cases
|
a
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a
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a
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a
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Tracks Insurance and Investment Products and Home Office Contacts
|
a
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a
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a
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a
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Tracks Carriers and Administrators
|
a
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a
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a
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a
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Links Individuals to Their Employers
|
a
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a
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a
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a
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Allow Clients to View and Update Census and Individual Record Data on-line (Additional Module)
|
a
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a
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a
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a
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Automatic Dial Capability
|
a
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a
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a
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a
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Call Tracking and Document Tracking
|
a
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a
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a
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a
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Password-Based Security System
|
a
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a
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a
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a
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Mass/Broadcast FAX Capability (Additional Module)
|
a
|
a
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a
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a
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Allows Database Access by Remote Offices via Internet
|
a
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a
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a
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a
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Ability to Tag Employees Covered by Specified Policies for a Group
|
a
|
a
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a
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a
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Imports Data from Outside Databases
|
a
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a
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a
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a
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TOLL-FREE 1-800 Line Support
|
a
|
a
|
a
|
a
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Database Synchronization of Laptop With PC (Additional Module)
|
a
|
a
|
a
|
a
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Full Exporting Capability (Over 30 Formats)
|
N/A
|
a
|
a
|
a
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Tracks Agents and Agencies
|
N/A
|
a
|
a
|
a
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Tracks Agent/Agency Production
|
N/A
|
a
|
a
|
a
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Tracks Agent Licensing, Appointments and CE Classes
|
N/A
|
a
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a
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a
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Tracks E&O Policies
|
N/A
|
a
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a
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a
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Tracks Agent/Agency Links and Hierarchies
|
N/A
|
a
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a
|
a
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Work Flow Automation System
(“Task” Entry Module)
|
N/A
|
a
|
a
|
a
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|
Tracks and Reports on Commission Not Received
|
N/A
|
a
|
a
|
a
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Tracks Incoming Commission Based on Schedules
|
N/A
|
a
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a
|
a
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Tracks and Allows Commission Split Defaults Entry
|
N/A
|
a
|
a
|
a
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|
Allows Tracking and Defining of Outgoing Split Defaults
|
N/A
|
a
|
a
|
a
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Allows Tracking of Target Versus Excess Commission
|
N/A
|
a
|
a
|
a
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|
Predicts and Projects Commission to be Received
|
N/A
|
a
|
a
|
a
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Allows Importing of Commission Transactions
|
N/A
|
a
|
a
|
a
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|
Tracks and Reports on Expected Commission to be Received
|
N/A
|
a
|
a
|
a
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Tracks Unlimited Number of Splits to Unlimited number of agents per Case
|
N/A
|
a
|
a
|
a
|
|
Automatically Calculates Commission Payable to Sub-Agents/-Agencies
|
N/A
|
N/A
|
a
|
a
|
|
Import Carrier Downloads (Assuming Proper File Format of Source Data Provided from Carrier)
|
N/A
|
N/A
|
a
|
a
|
|
Import Commission Split Information (New Purchases and/or agents/agencies importing a new book of business)
|
N/A
|
N/A
|
a
|
a
|
|
Automatic Validation of Commission Transaction Entry
|
N/A
|
N/A
|
a
|
a
|
|
Automatically Calculates Year-End 1099s
|
N/A
|
N/A
|
a
|
a
|
|
Prints Commission Checks and 1099s
|
N/A
|
N/A
|
a
|
a
|
|
Right-Click Access to Receive Driving Instructions and Maps via Mapquest.com
|
N/A
|
N/A
|
a
|
a
|
|
Commission Reserve Accounts
|
N/A
|
N/A
|
a
|
a
|
|
Full Work Flow Automation with Job Manager and Task Manager
|
N/A
|
N/A
|
a
|
a
|
|
Commission Importing Capability
|
N/A
|
N/A
|
a
|
a
|
|
Import Carrier Downloads (Acceptable file formats: .CSV, Comma-Delimited, .TXT, XMLife, ASCII and More)
|
N/A
|
N/A
|
a
|
a
|
|
Claims Tracking
|
N/A
|
N/A
|
a
|
a
|
|
Tracks Field Support Overhead (Proposal Generation) versus Agent Production
|
N/A
|
N/A
|
a
|
a
|
|
Calculates and Prints Commission Statements
|
N/A
|
N/A
|
a
|
a
|
|
Calculates and Posts Commission payable to Sub-Agents/-Agencies
|
N/A
|
N/A
|
a
|
a
|
|
Tracks, Calculates and Accounts for Commission Advances and Draws
|
N/A
|
N/A
|
a
|
a
|
|
Allows Defaulting of Expected Commission Amounts
|
N/A
|
N/A
|
a
|
a
|
|
Automatically Audits Commission Transactions
|
N/A
|
N/A
|
a
|
a
|
|
Automatically Audits Received Commission Payments
|
N/A
|
N/A
|
a
|
a
|
|
Full Quote Tracking
|
N/A
|
N/A
|
a
|
a
|
|
Commissions Tracking/Accounting for Multiple Agencies
|
N/A
|
N/A
|
a
|
a
|
|
Capability to Track and Account for Agent “Reserve Accounts”
|
N/A
|
N/A
|
a
|
a
|
|
TAPI Interface (Caller ID Lookup with “Screen-Pop” Feature)
|
N/A
|
N/A
|
N/A
|
a
|
|
Advanced Policy Underwriting Tracking Based on Client-Specific Variables
|
N/A
|
N/A
|
N/A
|
a
|
|
PC-Based “In/Out” Board to Track Employees Whereabouts
|
N/A
|
N/A
|
N/A
|
a
|
|
Mass Email Capability
|
N/A
|
N/A
|
N/A
|
a
|
|
Capability to Perform Mass Updates of Outgoing Commission Payment Scenarios
|
N/A
|
N/A
|
N/A
|
a
|
|
Licensing and Appointments Cross-Checking for Agent Eligibility
|
N/A
|
N/A
|
N/A
|
a
|
|
Capability to Accept Incoming FAXes
|
N/A
|
N/A
|
N/A
|
a
|
|
FAX Server (Network Mass FAXing Capability)
|
N/A
|
N/A
|
N/A
|
a
|
