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Agency Matrix's solution provides easy to use automation and a user-friendly interface to eliminate much of the burdensome processes associated with your business. Every client, every policy, every form, every endorsement, payment, image, and report you could ever need or want is just a click away.
Pricing
Agency Matrix Management System
$89/per month/per office
- No long term contract
- Pay per office NOT per user
- Low set up fees
- 100% web-based!
- Multi-office discounts available
Additional Fees
Set up: $199 one time fee
ACORD Forms: $99 one time fee
Conversion: $99 one time fee
Agency Matrix has all the tools you need to stay organized, paperless, and in tune with your business.
Home Page
- Customize with your agency logo
- Write office notes to staff
- Staff time in feature
- Locate the nearest office for your clients
Customer Detail
- Easy access to customers
- Automated address correction
- Print customer letters in seconds
- Unlimited photo & document upload
- Quick link to insurance company
Reporting
- Accounting
- Investigative
- Production
- Statistics
- Employee
Training
- High quality training videos
- Business, sales, and leadership training
