“I love it because it is very user-friendly, it’s easy to use and it is so easy to train our employees.” 

“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.”

“I’ve been using Agency Matrix for 4 1/2 years and it has been awesome.  It is really user-friendly.  I use temps and am able to train them to use it within a few minutes.”

“By far superior.  There is no comparison at all.  It is just simple and easy to use.”

“Agency Matrix is user friendly. Everyone in our office loves it. It’s simplicity allows us quick access to our clients data. The option to a variety of itemized reports really makes accounting easy for us. Thank you Agency Matrix!”

“As an agency owner I look for certain traits in the agency management system my company is going to use. These include reliability, accuracy, cost, flexibility, speed, and most importantly, the ease of use. The Agency Matrix system has met all these requirements while also using their insurance experience and user feedback to further constantly upgrade the system. You can literally get an agent or CSR up to speed on entering in a new customer’s data and their receipt in about a 30 minute training session. Now my agents can focus on sales more and data entry less!”

“Agency Matrix has given our agency a whole new perspective with great features that are so easy to use, making us more organize and efficient. We use to use paper receipts and use accounting logs to close out our daily production. Then we came across this awesome management system that was able to help us with our accounting and gave our clients a secure feeling by having a receipt that couldn’t be null or void. We were able to organize our files by being able to upload the inspection pictures of our client property to there account. We are also able to send them thank you cards and if our rating system was down we are able to use agency matrix to obtain the insured’s insurance card. My favorite function was how you could also upload your agency logo to the receipts and use the bottom portion of the receipt to promote your cross sales or ask for referrals. I wouldn’t trade this online Agency Matrix system for any other”

“Our office has been using the Agency Matrix system for a year and a half now. All employees can access and enter new policies, and payments at any time of the day from their own computers. I can get a printed copy of all payments made each day to balance our bank deposits. The reports that are available give an accurate tracking of employees time, and the amount of cash and checks each person has processed every day. The data base is great for us. Most customers come in without a bill. We just put in the last name and it tells me who they are with, I double click on their company, and I am connected to it on line directly. I can see what they owe, upload the payment, and the whole process is done in no time.”

“You are just so absolutely brilliant at what you do.”

“ASAP Auto Insurance Services has been in business for more than 10 years, during this time we’ve tried different management systems and our main concern was always to be able to access our customer files easily, efficiently and safely. With Agency Matrix we found the perfect tool that we were looking for. We are even able to manage our business from the Agency Matrix system itself thanks to easy to access reports and data. The transfer of the data from our previous system to Agency Matrix was easily done. In addition to it the support team with Agency Matrix was always willing to customize our management system to make it work with our way of doing business. We are very much satisfied with the Agency Matrix Management System ”.