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.
100% paperless workflow, increasing employee efficiency and productivity.
Create PDFs, scan originals, combine files of any type, add markup and annotations, and send documents electronically.
Save documents directly to a customer file. Easily retrieve and edit files.
Integrate directly with your preferred
All documents are securely stored in your Agency Matrix management system.
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.