Our customers are talking about us

“I love it because it is very user-friendly, it’s easy to use and it is so easy to train our employees.”

Kitty N. Baja Insurance

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I wanted to let you know a few weeks back, Daniel, when doing a web meeting with me to show me how to bridge a client from Ezlynx; noticed that I did not use your task manager. After he showed me how he uses it and how simple it was I have since started to use it. I think it is the best most KISSED (keep it simple stupid) task manager I have ever used in all my years in the corporate world. It really helped me keep up with a few new clients follow up task without sticky notes all over my desk and loosing track of the client.

So thanks for your help and noticing extra benefits of your product that I was not using.

J Cannon Blue Horizon Insurance

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“What we like about Agency Matrix is everything!  It is all around one of the best systems we have ever used.

We’ve stopped more employee theft than you can imagine with Agency Matrix, and we’ve seen so much more cash flow in our business because of that.  We’ve been really bless with the Agency Matrix system.

We are so much happier with Agency Matrix and how easy it is to teach new employees.  They can be trained and ready to sell within a day, as opposed to the month it used to take with other systems.” 

Aziz J. Baja Insurance

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“As an agency owner I look for certain traits in the agency management system my company is going to use. These include reliability, accuracy, cost, flexibility, speed, and most importantly, the ease of use. The Agency Matrix system has met all these requirements while also using their insurance experience and user feedback to further constantly upgrade the system. You can literally get an agent or CSR up to speed on entering in a new customer’s data and their receipt in about a 30 minute training session. Now my agents can focus on sales more and data entry less!”

Archie G. 1 Stop Financial Services

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“I’ve been using Agency Matrix for 4 1/2 years and it has been awesome.  It is really user-friendly.  I use temps and am able to train them to use it within a few minutes.”

Susan M. Owner – Texas Insurance Connection

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