
“I love it because it is very user-friendly, it’s easy to use and it is so easy to train our employees.”
Kitty N. Baja Insurance
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I wanted to let you know that, a few weeks back, Daniel was doing a web meeting with me to show me how to bridge a client from another system, and noticed that I did not use your task manager. After he showed me how he uses it and how simple it was, I have since started to use it. I think it is the best most KISSED (keep it simple stupid) task manager I have ever used in all my years in the corporate world. It really helped me keep up with new client follow up tasks without sticky notes all over my desk and losing track of the client.
So, thanks for your help and pointing out extra benefits of your product that I was not using.
J Cannon Blue Horizon Insurance
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“What we like about Agency Matrix is everything! It is all around one of the best systems we have ever used.
We’ve stopped more employee theft than you can imagine with Agency Matrix, and we’ve seen so much more cash flow in our business because of that. We’ve
been really bless with the Agency Matrix system.We are so much happier with Agency Matrix and how easy it is to teach new employees. They can be trained and ready to sell within a day, as opposed to the month it used to take with other systems.”
Aziz J. Baja Insurance
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I have been with Agency Matrix since 2010. I am very happy with their service. I am so happy with their mobile and cloud service. I can take my agent management with me wherever I go.
Their ease of use is great for my employees and the reports we can run in the back end help me keep manage and run my business more efficiently. I am also very happy with their reliability. Very seldom do we have any technical difficulties. Thank you Agency Matrix for helping me grow my business because I can rely on your system to keep me organized.
I would recommend Agency Matrix to anyone.
Eduardo Martinez Solo Insurance
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