Agency Matrix comparative insurance rater is easy to use and accurately rates auto, homeowner, condominium and renter policies. Using this web-based platform, you can generate real-time rates from any internet-connected computer or tablet. With our insurance rating software, you can be confident in the quotes you provide your clients.
The most valuable service you offer your customers, as an independent insurance agent, is finding the coverage needed for the best price by analyzing several insurance companies. Agency Matrix insurance software makes it easy to provide this analysis within seconds of the customer’s request. The Agency Matrix insurance rater eliminates the need to enter quote information into multiple companies’ websites, decreasing the opportunity for data entry errors.
The process is simple. Type the quote information into the personal lines insurance system, and the built-in underwriting rules are applied automatically. You will receive multiple accurate quotes instantly. With the Agency Matrix insurance quoting software, your producers and CSRs will enjoy a simple and streamlined workflow that requires less training and reduces data entry errors. Our insurance rater is available in both Platinum and Diamond management plans.
Improve agency efficiency by using the extensive reporting capabilities of the Agency Matrix insurance rater software.
Save time and money with our insurance rater by creating standard workflows, lowering the amount of employee training needed.
Most Accurate Rates
As a web-based comparative rater, company rate changes are applied automatically, so you are always quoting the most accurate rates.
Automated Email Marketing
Email customers and prospects automatically, based on a schedule, or triggers, you define.
Real Time Rating
Real-time rating and built-in underwriting ensure the most accurate quotes.
Quote Entry Made Simple
Single-screen quote entry makes gathering information simple and fast.