Agency Matrix Description

Your agency must have the right agency management system to maximize efficiency, productivity, sales, and profitability. Independent insurance agencies require the best agency management system. It must be easy to use, feature cutting-edge technology and support. Agency Matrix will deliver insurance software solutions that meet your business goals. Agency management doesn’t have to be difficult. Agency Matrix makes it easier to manage tasks such as x-date tracking and reconciliation, sweep tracking and reconciliation, as well providing client service. This allows you to spend more time on production. Automated reporting and telephone integrations can help you save time and money. They automatically launch a client's account using the incoming number.

Integrations

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Company Details

Company:
Zywave
Year Founded:
2005
Headquarters:
United States
Website:
www.zywave.com/sales-cloud/agencymatrix/
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Product Details

Platforms
SaaS
Type of Training
Documentation
In Person
Videos
Customer Support
Phone Support
Online

Agency Matrix Features and Options

Insurance Agency Software

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management