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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

Matrix Engine CMMS offers a comprehensive and user-friendly platform for the digital management of maintenance activities related to equipment and resources in both corporate and public sector environments. It serves as an all-in-one solution suitable for businesses of any size and across various industries. With tailored templates specific to different sectors, users can easily customize the system to fit their unique needs. Available through a subscription model, Matrix Engine CMMS provides customers with enhanced savings and flexibility. Notably, users can personalize their CMMS experience without requiring any programming knowledge. Additionally, the solution boasts a quick deployment process that minimizes integration time, allowing for significant time savings. Designed with modern technologies in mind, Matrix Engine CMMS represents a fresh approach to maintenance management software. Its adaptability ensures that it meets the evolving demands of today’s businesses effectively.

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 Yes 
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 Yes 
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

Matrix Engine

Founded

2018

Country

Spain

Website

www.matrix-engine.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

CMMS

Asset Tracking Yes 
Calibration Management No 
Inventory Control Yes 
Key & Lock Management No 
Mobile Access No 
Preventive Maintenance Yes 
Purchasing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

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