Agency Matrix

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What is Agency Matrix?

Agency Matrix - the ultimate agency management solution for insurance companies. Simplify your day-to-day operations, improve customer satisfaction, and maximize efficiency with its advanced features. From automated workflows to customizable reports and integrated communication systems, Agency Matrix has everything you need to stay ahead in today's competitive insurance market.

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

Agency Matrix Pricing

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Company Details

Company Name : Agency Matrix
Head Office : 2425 Commerce Ave, Suite 300, Duluth, GA 30096 USA
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Specifications

Run On Mobile Browser : Yes
Available Support : Email,Phone,Training
Languages Available : English
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Agency Matrix

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Alternatives of Agency Matrix

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.

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