DocMatrix

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.