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SYSTEM CAPABILITIES AND FEATURES

DEMONSTRATION SYSTEMS

ORIENTATION VIDEOS WITH “VOICE-OVER” NARRATION

DETAILED INFORMATION BOOKLET

PRICING AND ORDER FORMS

ADDITIONAL MODULES

THE FOUR VERSIONS OF AGENCY EXPERT

REMOTE ACCESS CAPABILITY

EXAMPLES OF SCREENS AND REPORTS

SIDE-BY-SIDE COMPARISONS TO THE COMPETITION

IMPORTANT “SHOPPING TIPS”

CONSIDERING A “WEB-BASED” SYSTEM?  LEARN MORE HERE...

 

DISCOUNTS AVAILABLE

TRAINING AVAILABLE

SYSTEM HARDWARE REQUIREMENTS

GBS, INC. REFERRAL POLICY

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WEB REPORTING MODULE

The Web Reporting capability of AGENCY EXPERT allows an agency to display reports they have designed (or have been designed by GBS, Inc. to the agent’s/agency’s specifications) on a website to be viewed by agents, customers, prospects, etc. in the field. GBS, Inc. can literally design ANY report you can dream up provided the data in the desired report is being tracked in AGENCY EXPERT by you/your agency.

Once the Web Reporting capability is setup and running on your PC, individuals will be able to quickly and easily view reports (reports you wish to allow them to view) via their web browser. This is an extremely powerful tool for the dissemination of information to your agent field force, your clients and even as a marketing tool for prospecting. The Web Reporting Capability is available through ANY Version of AGENCY EXPERT. The base cost is $995 (base cost includes five reports - shown below).

Screen Shots and Examples Shown Below:
The screen. shown below is the Log In Screen. Notice the picture in the frame saying “Your Logo …”. This is where your company logo (or whatever .jpg image file you wish to display) will be shown.

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Report Menu Screen:
After keying in the correct information and pressing Submit button the user will see the following screen. This is the Report Menu screen where the user will choose the desired report to be generated. Click on any report in the example given below to view an example of the report.

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Search Parameters Screen:
After the report has been selected from the previous screen, a Parameters Screen will bbe displayed (shown below). This screen allows the user to enter search parameters to allow the system to search for and then display the desired data. This screen will vary slightly based on the report you wish to generate as not all reports will merit the same search criteria. After entering your search criteria and clicking the SUBMIT button, the report will be generated in an Adobe Acrobat format.

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Register New User Screen:
This form is displayed if the “New User” is clicked...

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NOTE: The server where clients are going to install Web Agent Reporting MUST have Microsoft .NET Framework v 1.1.Windows 2003 Servers have it already. The others may download and install Microsoft .NET Framework Version 1.1 Redistributable Package for free from http://www.microsoft.com/downloads/details.aspx?FamilyID=262d25e3-f589-4842-8157-034d1e7cf3a3&DisplayLang=en

Basic / Advanced Scanning
Electronic (.PDF) Forms Module
Property / Casualty Module
RFP (Request for Proposal) Module
Laptop Synchronization
Web Client Module COMING SOON!
Mass FAX
Outlook Synchronization
Integration of AGENCY EXPERT With basicGURU
Quickbooks Synchronization
Investment Transaction Import Module
Palm Pilot Synchronization
Custom Screen Building Module
Web Reporting Module
Multiple Database Module
MSDE & SQL “Backends” (Database)
Caller ID “Screen POP” Capability
Network FAX Modules