Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Numerous agencies find themselves overwhelmed by the time it takes to gather quotes from various insurance company websites. Even more concerning is that the quotes they do receive may not be reliable, which ultimately leads to a subpar experience for clients. To solve this issue, it is essential to provide clients with quick and precise quotes. Our innovative cloud-based insurance quoting tool, Applied Rater®, streamlines the quoting process for a wide array of insurers across the United States. It features a unified data entry system that facilitates the seamless transfer of information directly to the insurers' platforms. By implementing this quoting solution, your agency can boost its competitive edge, offering swift and accurate quotes that enhance both productivity and customer service. This approach ensures clients receive not only the most competitive rates but also a comprehensive suite of services. You can efficiently extract quotes from insurer websites directly into the application, enabling a faster, more accurate quoting process that sets your agency apart. Embracing this technology positions your agency for success in a rapidly evolving market.
API Access
Has API
No
API Access
Has API
No
Integrations
Nextiva
Yes
Partner Platform (Partner XE)
No
Vonage Business
Yes
Integrations
Nextiva
No
Partner Platform (Partner XE)
Yes
Vonage Business
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Zywave
Founded
2005
Country
United States
Website
www.zywave.com/sales-cloud/agencymatrix/
Vendor Details
Company Name
Applied Systems
Founded
2003
Country
United States
Website
www1.appliedsystems.com
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
Yes
Contact Management
Yes
Document Management
Yes
Insurance Rating
No
Life & Health
Yes
Policy Management
Yes
Property & Casualty
Yes
Quote Management
Yes
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
Yes
Document Management
No
Insurance Rating
Yes
Life & Health
Yes
Policy Management
No
Property & Casualty
Yes
Quote Management
Yes
Insurance Underwriting and Rating
Broker / Agent Portal
Yes
Carrier Upload
Yes
Commercial Lines
No
Comparative Insurance Rating
Yes
Customer Portal
Yes
For Casualty Insurance
Yes
For Health / Medical Insurance
No
For Life Insurance
No
For Personal Insurance
Yes
Multi-State
Yes
Multiple Line Rating
Yes
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
Yes
Contact Management
Yes
Customer Accounts
No
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
No
Pricing Management
Yes
Product Configurator
No
Proposal Management
Yes