Agency Matrix
Software by Agency Matrix
What is Agency Matrix?
Agency Matrix's solution provides easy to use automation and a user-friendly interface to eliminate much of the burdensome processes associated with your business. Every client, every policy, every form, every endorsement, payment, image, and report you could ever need or want is just a click away.
Pricing: $89/per month/per office
No long term contract
Pay per office NOT per user
Low set up fees
100% web-based!
Multi-office discounts available
Categories: Insurance Agency Software, Insurance Policy Software, CRM Software, Customer Service Software
Reviews for Agency Matrix
Now my agents can focus on sales more and data entry less
Review by Archie on 2010-11-12
As an agency owner I look for certain traits in the agency management system my company is going to use. These include reliability, accuracy, cost, flexibility, speed, and most importantly, the ease of use. The Agency Matrix system has met all these requirements while also using their insurance experience and user feedback to further constantly upgrade the system. You can literally get an agent or CSR up to speed on entering in a new customer’s data and their receipt in about a 30 minute training session. Now my agents can focus on sales more and data entry less!
Great features that are so easy to use
Review by Ayuda on 2010-11-12
Agency Matrix has given our agency a whole new perspective with great features that are so easy to use, making us more organize and efficient. We use to use paper receipts and use accounting logs to close out our daily production. Then we came across this awesome management system that was able to help us with our accounting and gave our clients a secure feeling by having a receipt that couldn’t be null or void. We were able to organize our files by being able to upload the inspection pictures of our client property to there account. We are also able to send them thank you cards and if our rating system was down we are able to use agency matrix to obtain the insured’s insurance card. My favorite function was how you could also upload your agency logo to the receipts and use the bottom portion of the receipt to promote your cross sales or ask for referrals. I wouldn’t trade this online Agency Matrix system for any other
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