Important Changes to ACORD Licensing in 2020

Agency Matrix would like to address some confusion surrounding changes to how ACORD Forms will be licensed in 2020. These changes are being made by ACORD, but as your agency management system of choice we want to help our customers understand their impact.

Read More [fa icon=long-arrow-right"]

Agency Matrix Virtual Employee

As a successful insurance agency owner, you need to utilize all the tools available to help streamline your business operations and grow your customer base. The Agency Matrix Virtual Employee is an invaluable tool in the agency management system. It's designed to assist in maximizing your retention and reducing loss ratios, while delivering prompt and precise information to your clientele.

Read More [fa icon=long-arrow-right"]

Agency Matrix Announces Version v7.6

Your agency management software just keeps getting better. In version 7.6, our primary focus was further refining features introduced in versions 7.5 and 7.6, as well as adding process improvements that many of you had requested. You know we take your feedback to heart and do our best to accommodate your requests. And, while we may not be able to grant every wish, we take them all seriously and are constantly analyzing and building upon the system to make your job as an agency owner easier.

Read More [fa icon=long-arrow-right"]

Insurance Event Marketing

As an agency owner, you’re probably struggling with how, when and where to spend your precious marketing dollars. Undoubtedly, you have an endless stream of marketing sales pitches coming through your door … your phone, your email, your browser, your mailbox … on a daily basis. So, how do you know what actually works?

Read More [fa icon=long-arrow-right"]

Agency Matrix Releases Version v7.5

This latest software upgrade comes with some serious improvements to the user interface, further streamlining the agency management process and freeing up even more time for agents to grow and attend to their books of business. 

Read More [fa icon=long-arrow-right"]

Agency Matrix Releases Version 7.4

Can you imagine if the next iPhone or Android device you bought were the very same model, with the exact same features, as the ones available ten or eleven years ago? Of course not. Times have changed. Technology has advanced light years in that amount of time. And, with every new release, there's a huge wave of excitement around the new and improved bells and whistles. We've come to expect bigger and better bells and whistles on a regular basis.

Read More [fa icon=long-arrow-right"]

A Shining Future with Agent Alive


When it comes to any business these days, you're going to have your heavy-hitters and your light-weights, and in no business is this more accurate than insurance coverage. Smaller insurance companies often have to work significantly harder than their sizable, nationwide counterparts in order to expand and retain their books of business. This can leave agencies feeling stuck in the proverbial rat race. As with any problem, however, there is always a solution. 

Read More [fa icon=long-arrow-right"]

Winning With Workers' Comp

 

We recently met with Steven Petty, the Sr. Risk Manager of Insured Solutions, and a 44-year veteran in the workers’ compensation field. We wanted to know why workers’ compensation is such an under-rated and undersold form of insurance when agents stand to gain so much from its offerings.

Read More [fa icon=long-arrow-right"]