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Description
This innovative program is now accessible to Independent Agencies and Brokers, boasting a range of powerful and effective features at a highly competitive price. Initially created for our own agency, we found ourselves unable to locate a suitable and budget-friendly solution that met our requirements. With the assistance of a skilled IT friend, we collaborated to outline our desired functionalities for a management system, and he swiftly developed a workable solution that we have continuously improved since then. As our agency expanded, our requirements evolved as well, prompting a transition from a single desktop user model to a comprehensive networked system that enhanced operational efficiency for all staff members. We began incorporating additional lines, carriers, and products, which necessitated improved prospecting capabilities and more intricate reporting structures. Consequently, our needs only continued to grow, leading to the implementation of features such as daily or weekly suspense reporting, seamless mail merging, targeted prospecting based on X-Dates or carriers, automatic renewal alerts, and sub-producer reporting, among others. This ongoing evolution has been pivotal in ensuring our agency remains competitive and responsive to market demands.
Description
To enhance efficiency, productivity, and sales, your agency requires a top-tier agency management system. As an independent insurance agency, it is crucial to have access to an advanced management system equipped with state-of-the-art technology, a user-friendly interface, and exceptional support. Agency Matrix is dedicated to providing insurance software solutions tailored to these needs, facilitating your attainment of business objectives. Managing an agency doesn't have to be complicated; Agency Matrix streamlines processes by minimizing the time spent on tasks such as tracking x-dates, generating accounting reports, managing sweep tracking and reconciliation, and delivering client services. This optimization allows you to concentrate more on boosting your production levels. Additionally, with features like automated reporting and telephone integrations that instantly open a client's account based on their incoming phone number, you can save both time and resources, ensuring your agency operates at peak performance. Embrace the future of agency management with solutions designed to simplify your workload and enhance your overall business effectiveness.
API Access
Has API
API Access
Has API
Integrations
Nextiva
Vonage Business
Pricing Details
$595 one-time payment
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Agency Access Pro
Founded
1987
Country
United States
Website
www.agencyaccesspro.com
Vendor Details
Company Name
Zywave
Founded
2005
Country
United States
Website
www.zywave.com/sales-cloud/agencymatrix/
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
