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Agency Matrix

Sold by : Agency Matrix

What is Agency Matrix?

Agency Matrix - the essential tool for managing your insurance agency. Streamline your processes, enhance customer experience, and optimize productivity with its cutting-edge capabilities. Enjoy automated workflow, tailored reports, and seamless communication options, all designed to keep you ahead of the game in the fast-paced insurance industry. Discover the power of Agency Matrix for yourself.

Agency Matrix Pricing

To receive a personalized quote

Key Features of Agency Matrix

  • Client Management
  • Policy Management
  • Claims Management
  • Document Management
  • Commission Tracking
  • Accounting Integration
  • Reporting And Analytics
  • Task Management
  • Email Marketing
  • Sms Integration
  • Lead Management
  • Workflow Automation
  • E Signature
  • Mobile Access
  • User Permissions
  • Calendar Integration
  • Customizable Dashboards
  • Carrier Downloads
  • Payment Processing
  • Customer Portal
  • Contact Management
  • Commission Management
  • Quote Management
  • Insurance Rating
  • Life & Health
  • Property & Casualty

Specifications

Agency Matrix FAQ's

The top 5 features of Agency Matrix include:

  • Client Management
  • Policy Management
  • Claims Management
  • Document Management
  • Commission Tracking

Agency Matrix supports a variety of platforms including: Email, Phone, Training.

Agency Matrix serves a wide range of businesses including StartUps, SMBs, Enterprises.

The top three competitors of Agency Matrix are Premia, VUE and Pega - Order Management. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Agency Matrix is available exclusively in English, providing a streamlined experience for English-speaking users.

Alternatives of Agency Matrix

Premia
Pega - Order Management
Sapiens
OnBase
Trawex Cloud
Majesco
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