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
CeevTech Brokers offers a comprehensive insurance brokerage management solution tailored for brokers, brokerages, and agencies, accessible through both web platforms and an Android application. This software efficiently handles client management along with various insurance policies including motor, medical, fire, and travel, while also providing features like daily renewal notifications and SMS reminders. In addition, it facilitates the tracking of financial collections, account settlements with insurers, and the calculation of commissions owed. The platform accommodates transactions in both US dollars and Lebanese pounds, with a fixed exchange rate applied to each transaction, and it grants each brokerage a dedicated workspace that includes role assignments for owners, agents, and accounting personnel. Furthermore, its user-friendly interface is designed to be accessible in both Arabic and English languages. Founded in 2018 and located in Jbeil (Byblos), Lebanon, CeevTech Brokers offers pricing information upon request, ensuring a tailored solution for its clients. As technology continues to evolve, CeevTech remains committed to adapting its services to meet the changing needs of the insurance industry.
API Access
Has API
No
API Access
Has API
No
Integrations
Nextiva
No
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)
Yes
In Person
Yes
Vendor Details
Company Name
Zywave
Founded
2005
Country
United States
Website
www.zywave.com/sales-cloud/agencymatrix/
Vendor Details
Company Name
CeevTech
Founded
2018
Country
Lebanon
Website
ceevtech.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
No
Document Management
No
Insurance Rating
No
Life & Health
No
Policy Management
No
Property & Casualty
No
Quote Management
No