Inside the Agency

Bill Cross, CEO of EasyFile Discusses our Latest Integration

Posted: 05/14/2019

Bill Cross, CEO of EasyFile, takes us directly into the software interface to demonstrate how EasyFile and DocBuild Plus can track, manage and store your documents like never before. From combining multiple files into a single PDF to inserting e-signatures and adding extensive annotation, your paperless document workflow has never been easier. When all is done, just send everything directly into Agency Matrix, where it can be attached to your client accounts. This exciting integration takes your attachments to a whole new level! 

 

 

How Agency Matrix's Integration With EasyFile Will Benefit Nationwide Agents

Posted: 05/09/2019

We were so excited to welcome Mark Vitali, CLU and founder of All About Insurance, to our studio recently to discuss with Dan how Agency Matrix's integration with EasyFile will benefit Nationwide agents as the company shifts to an independent agency distribution model. All About Insurance is made up of 12 office locations and is Nationwide Insurance Company’s largest independent agency. With over a decade's experience using EasyFile and several years with Agency Matrix, Mark is beyond eager to streamline his office management system with the advanced document maintenance, tracking and storage he depends on. Click the video below to learn more about this groundbreaking integration.

 

 

A look at Agent Alive

Daniel and Grant Miller, founder of Agent Alive, talk about how insurance agents can make themselves accessible in 2018. With a rise in online insurance purchases, it's more important than ever that agents connect with their clients where they are. In this episode, we show you how it's possible to be convenient as well as service oriented and how you can bind any of your carriers from your client's mobile device.

 

 

Taking the Fear Out of Selling Workers’ Comp

A discussion with Steve Petty from Insured Solutions. Having over 44 years of experience in Workers' Compensation, Steve offers insights into why and how independent agents overcome the fear of writing Workers' Comp policies, despite their complicated nature. Insured Solutions can be reached at 877-213-1999 or via their website at www.insuredsolutions.net/.

 

 

Are you incorporating MOPFI into your day-to-day business operations?

Here at Agency Matrix, we work hard to give you the knowledge you need so that you can manage your business successfully and efficiently. Knowledge is power and power is success! Running an insurance agency can be challenging, but by incorporating MOPFI into your day-to-day business operations, you can increase your agency’s revenue by at least 30%. Here is the secret…

 

 

 

Hiring Quality Employees

One of the most challenging task as a profitable business owner is finding that right person to hire. It’s not always easy, and at times it can be very time-consuming and costly if you hire the wrong person. Hiring the right person, who’s a good fit for your company, doesn’t have to be as complicated as some make it out to be. Agency owners who are successful in hiring high-quality candidates, focus on finding people in the most unique places.

For your convenience, here is a recorded version of the Agency Matrix webinar: 

 

 

 

Branding

Hello everyone! Thank you for joining our Inside the Agency webinar on the topic of agency branding. We hope it met your expectations. If you were unable to join, you were missed, and here is a summary of what the Agency Matrix management discussed about agency branding.

A brand is more than a logo. A brand lives and evolves in the minds and hearts of potential clients. It’s a fostered set of emotions and ideas consumers associate with your company. With the infinite number of choices offered to consumers these days, many companies are looking for unique ways to connect emotionally with consumers.

For your convenience, here is a recorded version of the webinar on insurance agency branding:

 

 

 

Importance of Downloads

Thank you to everyone who was able to join our Inside the Agency webinar. We hope it met your expectations. If you were unable to join, you were missed, and here is a summary of what the Agency Matrix management discussed.

Agency Matrix has developed the technology to take a CSV file and convert it to an AL3 file. Companies that do not offer downloads through an AL3 file can now offer downloads using a simple CSV file.

For your convenience, here is a recorded version of the Agency Matrix webinar:

 

 

Importance of Automation

Thanks again to everyone who was able to join our Inside the Agency webinar. We hope it met your expectations. If you were unable to join, you were missed, and here is a summary of what the Agency Matrix management discussed.

Agency Matrix has developed and implemented an automated marketing feature built right inside the insurance management system. With this feature, you can automate your office by allowing Agency Matrix to do more of the back end work so you can focus on the the things you do best, sales! With the automated marketing feature, you can automatically send out letters, emails, and texts to remind people of an upcoming renewal, a due date or to wish your customer a Happy Birthday. Automated marketing also allows you to set up work flows to remind employees to handle certain task the minute a certain activity happens. It's like having a full-time employee doing all the things that you may not be doing. 

For your convenience, here is a recorded version of the Agency Matrix webinar on insurance agency automation:

 

 

Theft Prevention

Thank you to all of you who were able to join our Inside the Agency webinar. If you were unable to join, you were missed, and here is a summary of what the Agency Matrix management discussed.

Thefts of Opportunity, as most like to call it, is when a loophole(s) in your security procedures allows a window of opportunity for theft to happen. Without proper security tracking, it is very easy to provide an environment of “opportunity” for an employee to commit fraud, steal money for monetary gain and so forth.  

For your convenience, here is a recorded version of the webinar:

 

 

End-of-Day Procedures

End-of-day procedures can seem pretty hectic when your office has taken a lot of transactions for the day that include cash, checks, money orders and credit cards. Trying to reconcile it all can seem like a huge task, but when you use all the tools in Agency Matrix, closing out the day can be a lot simpler than you think. In this Inside The Agency webinar, we are going to talk about just that, using the right tools in Agency Matrix insurance agency software to make your job a whole lot easier.

For your convenience, here is a recorded version of the webinar:

 

 

Automated Workflow

Thanks again to everyone who was able to join our Inside the Agency webinar. We hope it met your expectations. If you were unable to join, you were missed, and here is a summary of what the Agency Matrix management discussed on the topic of automated workflow.

By using automated work flows the system will automatically assign task to employees after an action happens in the system. For instance, someone adds a new home owner's policy into Agency Matrix, the insurance management system automatically assigns a task to a particular user to go to the home and take photos. Automated workflow helps to save time and to make sure things do not fall through the cracks.

For your convenience, here is a recorded version of the webinar on automated workflow:

 

 

Importance of Having a Good Website

Hello everyone! Thank you for joining our Inside the Agency webinar. We hope it met your expectations. If you were unable to join, you were missed, and here is a summary of what we discussed.

Having a strong insurance agency website reflects you as a business owner and your professionalism. It can also drum up extra business from clientele who like to search online, and it allows you to do business outside your normal area.

For your convenience, here is a recorded version of the webinar:

 

 

Importance of Having a Good Website (revisited)

Hello everyone! Thank you for joining our Inside the Agency webinar. If you were unable to join, here is a summary of what we discussed, and we hope it meets your expectations. 

Having a strong website reflects you as a business owner and your professionalism. It can also drum up extra business from clientele who like to search online, and it allows you to do business outside your normal area.

For your convenience, here is a recorded version of the webinar:

 

 

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