Your independent insurance agency processes thousands of paper documents every week. For those with multiple offices, that number becomes even more astronomical. It’s a recipe for disorganization, errors, wasted time and money. DocMatrix is the solution that pulls attachments, files, scans, images, forms, web pages and more into a single PDF document. So, when a customer calls, you are more than ready to answer any question and access the appropriate backup in an instant.


Aside from combining files into a unified PDF, DocMatrix provides multiple options for editing and annotating insurance documents on the fly. Scan originals, highlight and redact text, add markup and even eSign, all from a single location. You can then electronically send the competed file to your customer, all while securely storing everything right to your client’s account in the Agency Matrix management system.


First 5 Users        ......   $49.00

6 to 15 Users        ........    $9.00/USER

16 to 30 Users      ........   $8.50/USER

31 to 50 Users      .........   $8.00/USER

51 to 75 Users      .........   $7.50/USER

76 to 100 Users    .........   $7.00/USER

100+ Users            .........    Call for pricing.

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Improved Docs

Improved Documents

fully integration

Fully Integrated


eSign Integration



Industry Exclusive 100% Paperless Workflow


The DocMatrix 100% paperless workflow lets you forget about walls of filing cabinets and embrace the environment in a single step. Find out more about how your office can benefit from this superior digital file management system and bring organization and peace of mind to your independent agency.




DocMatrix Demo Video


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Request a demo today and find out how Agency Matrix can improve your business.

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