Description of Capability/Feature

AP Version

Std. Version

GA Version

MGA Version

Tracks Individuals and Groups

a

a

a

a

Tracks Clients and Prospects

a

a

a

a

Tracks ALL LINES of Insurance and Investments Including Property/Casualty

a

a

a

a

Remote Access via Windows Remote Desktop (additional module) or any other Remote Access Tool

a

a

a

a

Tracks Employee Census

a

a

a

a

Tracks Advisors and Contacts

a

a

a

a

Records and Prints Unlimited Number of Notes

a

a

a

a

Generates Policy Renewal Reports

a

a

a

a

Generates Reports through Searches of Any Field(s)

a

a

a

a

Electronic Document Filing System

a

a

a

a

Import Carrier Downloads (Assuming Proper File Format Provided From Carrier)

a

a

a

a

Transactional Filing

a

a

a

a

Link to LaserApp Software (via Third Party Software Link)

a

a

a

a

Link to QuikForms Software (via Third Party Software Link)

a

a

a

a

Address Book

a

a

a

a

Link to Quickbooks and Quickbooks Pro (Versions 2003 and Higher)

a

a

a

a

Summary View Capability

a

a

a

a

32-Bit Development

a

a

a

a

Document Scanning/Imaging Capability (Additional Module)

a

a

a

a

Capability to View All "Attachments" to Any Record

a

a

a

a

Multi-Tier Design (Including Web Browser

a

a

a

a

Palm Pilot Synchronization (Additional Module)

a

a

a

a

Advanced Policy Default Capabilities

a

a

a

a

Display Reports on Your Website from Data Compiled Within AGENCY EXPERT

a

a

a

a

Capability to Save Rate History Information

a

a

a

a

Commission Split Defaults Capability

a

a

a

a

Custom Screens Module (Additional Module)

a

a

a

a

Postal Bar-Coding Printed on Letters and Mailing Labels

a

a

a

a

Spell Checking Capability in Note Keeping

a

a

a

a

Month- and Day-at-a-Glance Viewing

a

a

a

a

Daily Planner "Drag and Drop" Capability

a

a

a

a

Ability to Attach Notes to Multiple Records

a

a

a

a

Capability to Import Investment Transaction Downloads from Broker Dealers and/or Carriers

a

a

a

a

Tracks Submitted/Pending Cases Through Underwriting

a

a

a

a

Tracks and Reports on Pending Cases

a

a

a

a

Tracks Insurance and Investment Products and Home Office Contacts

a

a

a

a

Tracks Carriers and Administrators

a

a

a

a

Capability to Import Group Census Data

a

a

a

a

Links Policies if/When Applicable

a

a

a

a

Allows for Database Mass Updates

a

a

a

a

Off-Site Data Storage and Backup (Via 3rd-Party)

a

a

a

a

Multiple Database Capability (Additional Module)

a

a

a

a

Send and Receive E-mails Seamlessly via MS Outlook

a

a

a

a

Automatically Link Incoming and Outgoing E-mails to Records

a

a

a

a

Call Tracking and Document Tracking

a

a

a

a

Capability to Create “Electronic Forms” from any “Hard-Copy” or .PDF document(s) (Additional Module)

a

a

a

a

Automatic FAX Capability

a

a

a

a

Fully Networkable

a

a

a

a

Database Backup Capability

a

a

a

a

Imports Data from Outside Databases

a

a

a

a

Create Custom Screens and Add New Tabs (Additional Module)

a

a

a

a

Batch/Mass Merge Document Printing

a

a

a

a

Creates Ad Hoc/Custom reports

a

a

a

a

Generates Callback Reports

a

a

a

a

Generates Mass Mailings

a

a

a

a

Prints Letters

a

a

a

a

Allows Customization of Fields

a

a

a

a

Automatic SIC and NAICS Lookup

a

a

a

a

Automatic City, State and County lookup based on Zipcode

a

a

a

a

Links Agents to Clients and Policies

a

a

a

a

Links Related Individuals

a

a

a

a

Tracks any Line of Insurance and/or Investments

a

a

a

a

Tracks Investment Transaction History

a

a

a

a

Reports on Net Gain/Loss of Portfolio

a

a

a

a

Allows Default Entry of Policy Benefits and Commission Splits

a

a

a

a

Allows Mass Updating of Investment Product(s) Current Value

a

a

a

a

Allows Full Customization of Benefit Tracking Screens

a

a

a

a

Allows New Product Types (lines) to be Added

a

a

a

a

Interactive On-Line Help

a

a

a

a

Tracks Submitted/Pending Cases Through Underwriting

a

a

a

a

Tracks and Reports on Pending Cases

a

a

a

a

Tracks Insurance and Investment Products and Home Office Contacts

a

a

a

a

Tracks Carriers and Administrators

a

a

a

a

Links Individuals to Their Employers

a

a

a

a

Allow Clients to View and Update Census and Individual Record Data on-line (Additional Module)

a

a

a

a

Automatic Dial Capability

a

a

a

a

Call Tracking and Document Tracking

a

a

a

a

Password-Based Security System

a

a

a

a

Mass/Broadcast FAX Capability (Additional Module)

a

a

a

a

Allows Database Access by Remote Offices via Internet

a

a

a

a

Ability to Tag Employees Covered by Specified Policies for a Group

a

a

a

a

Imports Data from Outside Databases

a

a

a

a

TOLL-FREE 1-800 Line Support

a

a

a

a

Database Synchronization of Laptop With PC (Additional Module)

a

a

a

a

Full Exporting Capability (Over 30 Formats)

N/A

a

a

a

Tracks Agents and Agencies

N/A

a

a

a

Tracks Agent/Agency Production

N/A

a

a

a

Tracks Agent Licensing, Appointments and CE Classes

N/A

a

a

a

Tracks E&O Policies

N/A

a

a

a

Tracks Agent/Agency Links and Hierarchies

N/A

a

a

a

Work Flow Automation System
(“Task” Entry Module)

N/A

a

a

a

Tracks and Reports on Commission Not Received

N/A

a

a

a

Tracks Incoming Commission Based on Schedules

N/A

a

a

a

Tracks and Allows Commission Split Defaults Entry

N/A

a

a

a

Allows Tracking and Defining of Outgoing Split Defaults

N/A

a

a

a

Allows Tracking of Target Versus Excess Commission

N/A

a

a

a

Predicts and Projects Commission to be Received

N/A

a

a

a

Allows Importing of Commission Transactions

N/A

a

a

a

Tracks and Reports on Expected Commission to be Received

N/A

a

a

a

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