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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

EbixASP stands out as the pioneering online agency management platform designed specifically to leverage the full capabilities of the internet. Agencies can now operate without the stress of updating management software or validating backups, as all that is needed is Microsoft Internet Explorer 11.0 and an internet connection. This innovation grants users the ability to access their data from virtually anywhere, at any time. Even mobile phones seamlessly integrate with the EbixASP system, ensuring that agents stay updated with vital communications while focusing on their core business of selling insurance. EBIX, a prominent global provider of On-Demand software and E-commerce solutions tailored for the insurance sector, offers a comprehensive range of services, including infrastructure exchanges, carrier and agency systems, risk compliance solutions, and custom software development to cater to all stakeholders within the insurance landscape. By employing such a versatile system, agencies can streamline their operations and enhance their productivity significantly.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Nextiva Yes 
Vonage Business Yes 

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 No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
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

Ebix

Founded

1976

Country

United States

Website

www.ebixasp.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 Yes 
Policy Management No 
Property & Casualty Yes 
Quote Management No 

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