User Reviews
AGENCY EXPERT by GBS
USER REVIEWS - All reviews
Purchased Date: N/A
Partner, Balanced Financials
March 01, 2012
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Pros
The customer service is excellent
Cons
I still find some things a bit glitchy like headers and footer issues. Printing second pages when I don't have any information on those pages.
Overall
I have nothing else to compare it to. So as far as it meets our needs I think i could recommend it.
Purchased Date: July 01, 1998
President, JMH Advisors Inc
December 22, 2011
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Pros
Has mostly everything you need to keep up with clients and prospects.
Cons
Would love to see additional blank fields for use of marketing, etc.
Overall
Great Program!
Purchased Date: N/A
Commission Mgr, Southwest Florida Insurance Associates
December 09, 2011
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Pros
Excellent customer service and easy format
Cons
Doing specific reports can be convulated.
Overall
Would highly recommend to any agency
Purchased Date: November 01, 1991
Administrative Manager, Specialists in Health Insurance Services
December 09, 2011
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Pros
Specifically for the insurance/financial industry
Easy to use
Service in terrific
Customizable
Calendar Sync
Commission import
Cons
Common Calendar not available
A bit complicated for the average admin staff
Overall
Overall, we enjoy the efficiency and flexibility of the program. There are a few things on our wish list, but the technical staff is open to suggestions.
Purchased Date: January 01, 1989
President, Garvey & Associates, Inc.
December 07, 2011
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Pros
Keeps track of data and generates commission info. Produces basic reports. Exports to Excel. Allows log notes in a nice structure. You can limit user rights. No limit to the types of products we add to the client record. Allows for in-force and lapsed products so you can track the history.
Cons
Custom reports require queries rather than buttons. Difficult at best. Even if you write the perfect query you might not be able to get all the data you need for that report. The search options are limited. Certain report info cannot be combined with other data for export to Excel; commission report data cannot be combined with client data for a custom report. Data is segregated. You must export each report separately then combine them. Need task wizards.
Font size not adjustable. Windows too small. Wasted screen space.
Overall
If you know how to write a query, the reporting tool is strong. If you know how to import into Excel, you can build custom reports from different data types. Commissions are easy once you set it up. It can handle alot of data. It doesn't make mistakes.
Purchased Date: October 01, 1995
Administrative Assistant, Schmidt and Associates
December 07, 2011
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Pros
GBS has fullfield our needs for the past 15 years. Customer support has been great. I like being able to send an email to someone and get an answer quickly. When you having a problem you don't want to wait 24 hours to get help.
Cons
GBS is easier to use then it used to be but I wish that it was a little more user friendly in doing some of the reports and also getting the data on to other electronic devices like cell phones. I also think that it is time to be able to get into GBS from the internet.
Overall
We need to be able to get to GBS from the internet.
Purchased Date: November 01, 2005
Agent/Business Manager, Insurance Management Group
December 07, 2011
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Pros
It is user friendly and houses alot of data. Report functions are fairly easy.
Cons
Screens are small making commissions difficult for me since I have poor eyesight. I do think we use Outlook more for notes and todos than GBS. Secure email makes it difficult - lot's of cutting and pasting We don't use the email function in GBS too many errors and doesn't look or work like Outlook.
Overall
I would recommend GBS to anyone in our business.
Purchased Date: June 01, 2003
Broker, Health Insurance Mart
December 07, 2011
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Pros
GBS was the fourth database I tried when I went independent. Others promised a lot but reality never matched the promises. GBS has worked for me for 9 years. I only need to prrchase the mods that I actually need and use. Not only is their tech support quick and knowledgeable they are also looking for ways to make the system better. I would buy it again!!
Cons
In nine years I have had no issues that could not be resolved
Overall
If you are looking for a good data base that is reasonably priced and the sujpport is fantastic take a good look at GBS.
Purchased Date: July 01, 2004
Principal, Kennedy, Michener Benefits
December 07, 2011
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Pros
Having software specifically designed for an insurance agency is key to Agency Expert's ease of use- we don't have to try to make a round peg fit into a square hole. Whenever we have had questions on the program the support team has always provided a rapid and accurate response. We use Agency Expert primarily for client information and policy tracking, scheduling and commission tracking. Having used the program for over seven years- it works for us!
Cons
We would like to see a little more flexibility in sorting emails and notes that we attach to a client record to ease review/search of these items.
Overall
4.5 Stars out of 5
