With the Virtual Employee, you can create unlimited automated workflows to streamline the operations of your agency. The software helps improve agent productivity and increases retention and renewals. Automated tasks, such as sending emails and texts, quote follow-ups and tracking, reduce marketing expense and increase closing ratios and revenue. Agency Matrix's Virtual Employee greatly reduces burdensome work that is costly to your agency and diverts from revenue generation.
Automatically send prospect and customer correspondence through email, text message, letters and call lists.
Sends out Automated Payment reminders, Renewal reminders and Cancellation notices.
Daily/Weekly/Monthly/Yearly Reports are automatically generated and emailed to you before you start your day.
Automatically generates, schedules and monitors agency workflow items and tasks by specified user or office
Stop wasting time and start increasing revenue
The Virtual Employee comes standard in our Diamond and Enterprise editions. Agencies benefit from a reduction of burdensome work that is typically done by employees. Maximize the fully integrated workflow automation engine with your Agency Matrix management system, and take savings directly to your bottom line.