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

WEB CLIENT MODULE  COMING SOON!

The Web Client Module that accompanies AGENCY EXPERT allows any agent or agency to display and thus give access to their clients’ census data and employee information via their web site. This gives the client the ability to view and/or edit the group/business client company and census data (and to add new employees if/when necessary).

By giving your group clients access to their census data via the internet, you are allowing them to make any changes to the census and/or employees at their leisure.  The Web Client Module thus gives you a time saving tool which also will allow for census data to be as up-to-date and accurate as possible.

Census and client information is, of course, password protected. Cost of the Web Client Module is $195 with a mandatory support fee of $100/year. You must be running either the MSDE or SQL Backend of AGENCY EXPERT to use the Web Client Module.

The Web Client Login Screen is Shown Below.

General Information Screen:
Once the client is successfully logged In, the following screen is displayed (this screen displays the information only for the client’s company and employees based on the Log In User Name and Password). Data on this screen can be quickly and easily edited by simply keying in the desired data then clicking the SAVE button.

Employee Census Screen:
Clicking on the “Employees” link displays the census data. Once this screen is displayed, new employees can be added and/or displayed employees can be edited by the client.  The Employee Census Screen of the Web Client Module is shown below.

Editing Employee Data:
Once an employee is selected from the census list (as shown in the example given above) and the user clicks on the “Details” button, the following Employee Details are displayed.  The user can then simply click in any field, edit the data and then click on “SAVE” once the desired edits are completed. New Employees are added by clicking on the “Add” Button.

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