Feature                                                           

Contact Sage Pro 2.2™

ACT4 Advisors 2.0™

Agency Expert 6.4™

Advisor’s Assistant 2.7™

EZ-Data™

Wealth- spring™

Junxure-i™

ACT!< 6.0™

Goldmine 6.0™

Outlook/ Express™

Database Platform

MS Access

Proprietary

MS Access

Foxpro¹⁸

Sybase

MS Access

MS Access

Proprietary

Proprietary

Proprietary

Store complete contact demographic and biographical information, and contact activity information

X

X

X

X

X

X

X

X

X

X

Create user defined contact fields (number of fields is in ( ) )

X (80)¹⁷

X (50+)

X (30)

X (24)

X (20)

X (30)

X (50)

X (50+)

X (50+)

Store Contact Balance Sheet

X

X

X

Store and retrieve insurance policy information

X

X

X

X

X

X

X

Store Detailed policy information

X

X

X

X

X

X

Store and retrieve investment information

X

X

X

(+$299)³

X

X

X

Store Detailed Investment Information

X

X

X

X

X

X

Create user defined policy and investment fields (number of fields is in ( ) )

X (24)¹⁴

X (24)¹⁵

Calculate commissions for insurance

X

($695)

(+$299) ³

(+$399)

X

Calculate commissions for investments

X

w/above

w/above

w/above

X

Easily update investment values without subscribing to download service

X

X

Central Version to Import Data from Separate Producer Databases and Transfer Contacts Between Databases

X

Automatically networkable out of the box

X

X

X

($899) ⁴

($1398)

X

X

X

X

Multiproducer Capable

X

X

X

($1599) ⁵

X

X

X

X

X

Divide system by producer to only show contacts, appointments, and to do’s for that producer

X

X

X

w/above

X

X

X

X

X

Synchronize between Desktop/Laptop or Remote Offices

X

X

(+$199)

(+$299) ³

(+$299)⁷

X

X

X

Synchronize with Palm PDA

X⁶

X⁶

(+$95)

X⁶

(+$299)

X⁸

X⁶

X

X

X

Synchronize with PocketPC PDA

X

X⁶

X⁶

X⁸

X⁶

X

X

X

Marketing Tracks/Process Tracking

X

X

X

Session Timers (fee based planners)

X

X

Daily Activities Page

X

X

X

X

X

X

X

X

X

X

Built in Appointment Datebook to Setup and recall appointments

X

X

X

X

X

X

X

X

X

X

View appointments graphically on calendar

X

X

X

X

X

X

X

X

X

X

Pop-up up appointment reminders (alarms)

X

X

X

X

X

X

X

X

X

X

Built in To Do Datebook to Setup and recall to do lists

X

X

X

X

X

X

X

X

X

X

View to do list graphically on calendar

X

X

X

X

X

X

X

X

X

X

Pop-up up to do list reminders (alarms)

X

X

X

X

X

X

X

X

X

X

Use next contact date field instead of appointments (save time while creating simple call lists)

X

Store unlimited remarks for each contact

X

Store unlimited notes for each contact

X

X

X

X

X

X

X

X

X

View contact notes and remarks simultaneously on contact screen (don't have to change screens/tabs)

X

Link contacts (spouse, family, coworkers, etc)

X

X

X

X

X

X

X

X

X

X¹³

Store limited contact family info (name, DOB, comment)

X

X (no comments)

X(no comments)

X

X

X

X

X

X

File Linking to Link Scanned Documents

X

X

(+$295)

X

X

X

X

X

Search for contacts based on multiple criteria (last name, phone)

X

X

X

X

X

X

X

X

X

X¹³

Easily search dates and numbers with ranges, text with wildcards

X

X

X

X

X

X

X

X

X

Store unlimited e-mails within system to send to contacts

X

Export data to group email programs to customize emails for each contact

X

X

Create mail merge letters through Microsoft Word®

X

X

X

X

X

X

X

X

X

Print mailing labels

X

X

X

X

X

X

X

X

X

X

Create custom reports by selecting fields and field order

X

X

X

X

X

X

X

X

X

Output reports to Microsoft Notepad, Word, or Excel® (save and print reports)

X

X

X

X

X

X

X

X

Store dedicated address/label name (instead of combining salutation/first name/last name/suffix)

X

X

X

X

X

X

X

X

Automatically recognize user and ask for user password

X

X

X

X

X

X

X

X

X

Limit system functions by user

X

($695)

X

X

X

Option of adding custom functions (For selected Network Systems)

X

Access to system code (For selected Network Systems)

X

Ability to compress and backup entire system onto a disk (requires optional Winzip Compression Program)

X

Functions limited to buttons on screen (straightforward functionality)

X

X

X

Cost

$345

$398

$495

$499

$699

$899

$995

$199

$199

$0

Cost with Assistant (2 users)

$345

$696

$595

$899

$1398

$1049

$1245

$398

$398

Video Tutorial

X

X

X

$99

X

X

X

X

X

Telephone Based Support

X

X ⁹

X

X

X

X

X

X ¹²

Annual Support (Base Product)

$100

$299¹⁰

$150¹

$200

$360

$349

$500

Annual Support with Assistant (Base- 2 Users)

$150

$299¹⁰

$200¹

$374

$720

$549

$750

Commission Module Annual Cost

X

X

(+$120)

(+$240)

X

PDA Module Annual Cost

X

X

X

X

(+$180)

X

X

Laptop Synchronization Annual Cost

X

X

(+$120)

(+$180)

X

Total Usage Cost with assistant for 5 years (including initial purchase with no modules)

$945

$1993¹¹

$1495²

$2395

$4278

$3245

$4245

$798¹⁶

$798¹⁶

$0

1

6 months of support included with initial purchase

2

this is for the Agency Partner version with no additional modules

3

prices are $100 more for the Network Version and $200 more for the Multiproducer version

4

includes first 5 users, $99 for each additional

5

includes first 5 users, $199 for each additional

6

synchronizes address book data only (name,number,address), not investments/policies/notes/user fields/etc.

7

requires network version, $299 per workstation

8

synchronizes address book and note data only from Desktop to Palm (cannot synchronize changes), not investments/policies/etc. (this greatly limits the functionality of the PDA module)

9

support for Act! Is $4/min or $30/incident, Act4Advisors sells 6 hour support blocks for $299

10

6 hour support block is $299, new versions of ACT! must be purchased as they are released- generally every 2 years

11

this figure assumes that new versions of Act! are purchased every 2 years at a cost of $100 per version, and that the users will require a total of 18 hours of support over 5 years (purchased in 6 hours blocks for $299 per block)

12

support for Act! Is $4/min or $30/incident

13

very limited functionality, Outlook was designed as an Email and Calendar program

14

24 for each insurance type (Life, Health, P & C, Disability, etc.) and 24 for each investment category (Mutual Fund, Stock, Bond, etc.)

15

24 total for all policies and 24 total for all investments

16

this figure assumes that new versions are purchased every 2 years at a cost of $100 per version

17

80 for each contact type (Individual, Business, Trust, etc.)

18

changing to Microsoft .net in 2005 or 2006