Agency Matrix Management System
Your agency management system is central to your independent insurance agency. We know how important this software solution is to your business and built the system to help you meet the challenges you face each day. Because it was built for you.
Agency Matrix agency management system is simple and easy to use for the efficiency and effectiveness you need. With our system you can focus on what you are best at... selling insurance and growing your agency.
Why Agency Matrix?
Agency Matrix agency management system will reduce the time you spend on tasks like x-date tracking, accounting reports, sweep tracking and reconciliation, and providing client service. This gives you more time to focus on increasing production.
Save time and money with automated reporting and telephony integration that automatically launches a client’s account based on the incoming phone number.
Since Agency Matrix is a browser-based system, you can manage your agency from any internet-connected device. Plus, our one-page record view helps you work in a client record without having to go back and forth between sections.