Agency Matrix’s software solution provides easy-to-use automation and a user-friendly interface to eliminate many of the burdensome processes associated with your business. Every client, policy, form, endorsement, payment, image and report you could ever need or want is just a click away.
Your insurance agency and your brand are your identity. Agency Matrix provides design templates for adding your agency logo and custom advertisement to every receipt you pass to a customer. Market a referral program to create new business or market other services and coverages to complement your existing business. It's never been this simple to do.
Smart business people never stop seeking knowledge. Each new grain of wisdom applied to your business is key to your future growth. You could spend thousands of dollars seeking out this knowledge from the worlds greatest business minds, but Agency Matrix brings them all to your desk by sharing some of the most valuable business skills training and insight you will ever receive.
Agency Matrix’s goal as your insurance management system provider is to eliminate the burdens associated with cumbersome administrative processes and give you the insurance agent tools you need so that you may focus your attention on what is most important: servicing your customers and growing your business.
Agency Matrix provides independent agents with the necessary insurance agent tools, including the Virtual Employee autonomous software agent, to maximize time and effort in the best way possible. The insurance agency software allows you to quickly manage your finances, client data, book of business and more.
Agency Matrix is designed to precisely configure to the size of your mobile device and allow you to use the insurance agency software from any location in the world. So, if you’re on vacation, you can still manage and monitor your business with ease using our mobile insurance software.