Your independent insurance agency processes thousands of paper documents every week. And, if your insurance business has multiple offices, that number becomes even more astronomical. It’s a recipe for disorganization, errors, wasted time and money. DocMatrix is the management 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 completed file to your customer, all while securely storing everything right to your client’s account in the Agency Matrix management system.
Our 100% paperless workflows increase employee efficiency and productivity, while reducing financial and carbon costs.
Create PDFs, scan originals, combine files of any type, add markup and annotations, and send policy documents electronically.
Save documents, images and more directly to a customer file, then retrieve and edit with the touch of a button.
DocMatrix integrates with your preferred eSign vendor, so documents are completed in minutes—not days.
Documents are securely stored in your web-based agency software and easily accessed with the touch of a button.
Industry Exclusive 100% Paperless Workflow
Be honest. Is your insurance office crowded with overflowing file cabinets full of documents and forms? The DocMatrix 100% paperless workflow frees you of endless hard copies and allows you to embrace the environment ... all in a single step. The reality is, paper is expensive and creates difficulty when you need to access a client's information in a hurry. Find out more about how your insurance office can benefit from this superior digital file management system and bring organization and peace of mind to your independent agency.
We're here for you
Call us at 800-456-2874 to speak with a sales representative and learn more about how our agency software can help your insurance business thrive.
Request a Demo
Request a demo today and find out how Agency Matrix can bring order and efficiency to your insurance company at a fraction of the cost of other agency management systems.